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
RA
376
Rise Advisors
New York
$11.5K
HIA
377
Harbor Investment Advisory
Maryland
$11.1K
AssetMark Inc
378
AssetMark Inc
California
$11.1K
GAM
379
Generali Asset Management
Italy
$10.5K
GWSG
380
GPS Wealth Strategies Group
Colorado
$10.1K
HAP
381
Harbor Asset Planning
Massachusetts
$10K
RIL
382
Rothschild Investment LLC
Illinois
$9.97K
National Bank of Canada
383
National Bank of Canada
Quebec, Canada
$8.7K
AW
384
Avion Wealth
Texas
$8K
GWM
385
Geneos Wealth Management
Colorado
$7.8K
GI
386
GAMMA Investing
California
$7.51K
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$7.42K
PWMG
388
Private Wealth Management Group
New Jersey
$7.41K
RFP
389
Root Financial Partners
California
$7.05K
NA
390
NewEdge Advisors
Louisiana
$6.77K
MCM
391
MAI Capital Management
Ohio
$6.52K
NSIM
392
North Star Investment Management
Illinois
$6.41K
SRCM
393
Signature Resources Capital Management
California
$6.38K
RCM
394
Richardson Capital Management
Wisconsin
$6.12K
DF
395
DecisionPoint Financial
Arizona
$6.07K
FPF
396
First Pacific Financial
Washington
$5.99K
IBOK
397
Independence Bank of Kentucky
Kentucky
$5.32K
PFBT
398
Parkside Financial Bank & Trust
Missouri
$5.15K
SC
399
Swan Capital
Florida
$4.8K
HNB
400
Huntington National Bank
Ohio
$4.42K