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592 hedge funds and large institutions have $5.64B invested in Lumen in 2025 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 211 increasing their positions, 143 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.49% more ownership

Funds ownership: 66.23%70.72% (+4.5%)

19% less call options, than puts

Call options by funds: $124M | Put options by funds: $152M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
592
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$124M
Puts
$152M
Net Calls
Net Calls Change

Top Buyers

1 +$138M
2 +$134M
3 +$59.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$58.3M
5
Goldman Sachs
Goldman Sachs
New York
+$50.9M

Top Sellers

1 -$53.1M
2 -$30.4M
3 -$29.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$25.9M
5
BlackRock
BlackRock
New York
-$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OR
351
Olympiad Research
Connecticut
$102K
SIS
352
Sound Income Strategies
Florida
$101K
HAG
353
HighPoint Advisor Group
Illinois
$100K
VT
354
Vise Technologies
New York
$99.3K
FFG
355
Fortem Financial Group
California
$98.3K
WIA
356
World Investment Advisors
California
$97.9K
OIA
357
OneDigital Investment Advisors
Kansas
$97.9K
HM
358
Harvest Management
New York
$97.4K
CWM
359
Cornerstone Wealth Management
Missouri
$97.1K
HCA
360
Harbor Capital Advisors
Illinois
$97K
DnB Asset Management
361
DnB Asset Management
Norway
$95.2K
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$95K
FCM
363
Fourpath Capital Management
Oklahoma
$93.3K
KWM
364
Kingsview Wealth Management
Oregon
$89.8K
AFM
365
Armstrong Fleming & Moore
District of Columbia
$86.6K
WJWM
366
Williams Jones Wealth Management
New York
$85.6K
BCM
367
Brookstone Capital Management
Illinois
$85.4K
PCM
368
Polymer Capital Management
New York
$84.4K
DB
369
Danske Bank
Denmark
$83.9K
BCI
370
Brinker Capital Investments
Pennsylvania
$83.5K
CFG
371
Citizens Financial Group
Rhode Island
$83.3K
IWC
372
Integrated Wealth Concepts
Massachusetts
$83.3K
NP
373
NorthRock Partners
Minnesota
$81.6K
Twin Tree Management
374
Twin Tree Management
Texas
$79.1K
SIC
375
SJS Investment Consulting
Ohio
$78.2K