550 hedge funds and large institutions have $3.78B invested in Lumen in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 156 increasing their positions, 154 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+49
Holders Change %
+9.78%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
117
Increased
156
Reduced
154
Closed
64
Calls
$137M
Puts
$182M
Net Calls
-$44.5M
Net Calls Change
-$9.22M
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
401
Harbor Investment Advisory
Maryland
$9.29K
GAM
402
Generali Asset Management
Italy
$9.14K +$9.14K +1,721 New
GWSG
403
GPS Wealth Strategies Group
Colorado
$8.76K -$7.12K -1,341 -45%
NWWA
404
New Wave Wealth Advisors
Arkansas
$8.74K +$8.74K +1,645 New
FCMT
405
Founders Capital Management (Texas)
Texas
$8.5K
HNB
406
Huntington National Bank
Ohio
$8.49K -$653 -123 -7%
MG
407
Mather Group
Illinois
$7.95K
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$7.7K +$7.7K +1,450 New
SMAM
409
Sugar Maple Asset Management
Wisconsin
$7.19K +$7.19K +1,354 New
PIS
410
POM Investment Strategies
North Carolina
$6.86K
PWMG
411
Private Wealth Management Group
New Jersey
$6.76K
CFD
412
Creative Financial Designs
Indiana
$6.03K +$5.31K +1,000 +741%
LFA
413
LGT Financial Advisors
Texas
$5.79K +$5.79K +1,090 New
CAS
414
Coppell Advisory Solutions
Texas
$5.78K +$4.94K +915 +587%
NSIM
415
North Star Investment Management
Illinois
$5.57K
SRCM
416
Signature Resources Capital Management
California
$5.54K
PP
417
PFS Partners
New Jersey
$5.42K
ETC
418
Exchange Traded Concepts
Oklahoma
$5.4K +$5.4K +1,016 New
PTC
419
Private Trust Company
Ohio
$5.31K
SWM
420
Sugarloaf Wealth Management
Georgia
$5.31K
DF
421
DecisionPoint Financial
Arizona
$5.31K +$5.31K +1,000 New
FPF
422
First Pacific Financial
Washington
$5.19K
MSG
423
Main Street Group
Virginia
$5.14K
AAP
424
Arax Advisory Partners
Colorado
$5.12K
CFGS
425
Concourse Financial Group Securities
Alabama
$5.07K