542 hedge funds and large institutions have $4.16B invested in Lumen in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 147 increasing their positions, 166 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

4.43% less ownership

Funds ownership: 70.67%66.25% (-4.4%)

11% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 166

35% less call options, than puts

Call options by funds: $99.2M | Put options by funds: $152M

Holders
542
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.2M
Puts
$152M
Net Calls
Net Calls Change

Top Sellers

1 -$39M
2 -$30.5M
3 -$30.3M
4
Invesco
Invesco
Georgia
-$28.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
326
Brinker Capital Investments
Pennsylvania
$67.6K
WJWM
327
Williams Jones Wealth Management
New York
$67.4K
AFM
328
Armstrong Fleming & Moore
District of Columbia
$67.3K
TPI
329
Trust Point Inc
Wisconsin
$66.8K
FFA
330
Farther Finance Advisors
California
$65.6K
CAG
331
Crestwood Advisors Group
Massachusetts
$63.9K
OIA
332
OneDigital Investment Advisors
Kansas
$63.6K
EF
333
Empirical Finance
Pennsylvania
$62.6K
FL
334
FreeGulliver LLC
Louisiana
$61.7K
SIC
335
SJS Investment Consulting
Ohio
$61.2K
CB
336
Cadence Bank
Mississippi
$61.2K
FCM
337
Firestone Capital Management
Florida
$61.2K
HPC
338
HM Payson & Co
Maine
$61.2K
BNP Paribas Asset Management
339
BNP Paribas Asset Management
France
$60K
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$59K
ERSOT
341
Employees Retirement System of Texas
Texas
$57K
AF
342
Advisornet Financial
Minnesota
$51.8K
OWP
343
ORG Wealth Partners
Texas
$51.2K
AF
344
Allworth Financial
California
$50.5K
S
345
SignatureFD
Georgia
$48.5K
SL
346
Salomon & Ludwin
Virginia
$45K
WA
347
Whipplewood Advisors
Colorado
$44K
Bessemer Group
348
Bessemer Group
New Jersey
$43K
PA
349
Parallel Advisors
California
$40.5K
RS
350
Rakuten Securities
Japan
$40.2K