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
GRP
351
Global Retirement Partners
California
$34.2K
TC
352
Trust Company
Kansas
$33.9K
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$32.7K
EWA
354
EverSource Wealth Advisors
Alabama
$29.1K
LWMI
355
Legacy Wealth Management (Idaho)
Idaho
$26.2K
OP
356
ORG Partners
Indiana
$25.3K
UB
357
UMB Bank
Missouri
$25.1K
BBHC
358
Brown Brothers Harriman & Co
New York
$24.5K
DB
359
Danske Bank
Denmark
$24.5K
C
360
Covestor
United Kingdom
$22K
PW
361
Pandora Wealth
Illinois
$20.4K
CA
362
Clearstead Advisors
Ohio
$19.4K
AA
363
Ancora Advisors
Ohio
$18.7K
MCM
364
Manchester Capital Management
Vermont
$18.4K
PMFA
365
Plante Moran Financial Advisors
Michigan
$18.1K
WANY
366
Wealthspire Advisors (New York)
New York
$16.3K
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$15.4K
FP
368
Financial Perspectives
Minnesota
$15.3K
TWC
369
TD Waterhouse Canada
Ontario, Canada
$14.4K
AAS
370
Ameritas Advisory Services
Nebraska
$13.3K
LFG
371
Larson Financial Group
Missouri
$13.1K
CI Investments Inc
372
CI Investments Inc
Ontario, Canada
$13K
S
373
Sachetta
Massachusetts
$12.2K
VCM
374
Versant Capital Management
Arizona
$12.2K
FDCDDQ
375
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K