549 hedge funds and large institutions have $3.18B invested in Lumen in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 155 increasing their positions, 173 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 173

37% less call options, than puts

Call options by funds: $62.2M | Put options by funds: $98.5M

Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.2M
Puts
$98.5M
Net Calls
Net Calls Change

Top Sellers

1 -$25.7M
2 -$25.5M
3 -$23.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$18.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
351
Sterling Capital Management
North Carolina
$22K
EWA
352
EverSource Wealth Advisors
Alabama
$21.5K
C
353
Covestor
United Kingdom
$20K
SWM
354
Spire Wealth Management
Virginia
$18.8K
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$18.8K
LWMI
356
Legacy Wealth Management (Idaho)
Idaho
$18.7K
LIS
357
Legacy Investment Solutions
Idaho
$18.7K
OP
358
ORG Partners
Indiana
$18.6K
BBHC
359
Brown Brothers Harriman & Co
New York
$17.6K
CA
360
Clearstead Advisors
Ohio
$16.8K
PW
361
Pandora Wealth
Illinois
$14.6K
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2K
AA
363
Ancora Advisors
Ohio
$13.4K
MCM
364
Manchester Capital Management
Vermont
$13.1K
PMFA
365
Plante Moran Financial Advisors
Michigan
$13K
IA
366
IFP Advisors
Florida
$12.8K
UB
367
UMB Bank
Missouri
$12.1K
TPWA
368
Twin Peaks Wealth Advisors
California
$11.7K
AAS
369
Ameritas Advisory Services
Nebraska
$11.6K
FIA
370
FNY Investment Advisers
New York
$11K
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$10.9K
FP
372
Financial Perspectives
Minnesota
$10.9K
TWC
373
TD Waterhouse Canada
Ontario, Canada
$10.7K
NC
374
North Capital
Utah
$8.87K
S
375
Sachetta
Massachusetts
$8.76K