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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
TC
401
Trust Company
Kansas
$43.1K
UB
402
UMB Bank
Missouri
$40K
LWMI
403
Legacy Wealth Management (Idaho)
Idaho
$33.2K
BBHC
404
Brown Brothers Harriman & Co
New York
$31.1K
IAIM
405
International Assets Investment Management
Florida
$30.1K
OP
406
ORG Partners
Indiana
$28K
PW
407
Pandora Wealth
Illinois
$25.9K
KAS
408
Kemnay Advisory Services
New York
$25.3K
PMFA
409
Plante Moran Financial Advisors
Michigan
$23.3K
CIBC Private Wealth Group
410
CIBC Private Wealth Group
Georgia
$22.4K
C
411
Covestor
United Kingdom
$20K
FP
412
Financial Perspectives
Minnesota
$19.4K
LFG
413
Larson Financial Group
Missouri
$17.9K
VCM
414
Versant Capital Management
Arizona
$16.6K
S
415
Sachetta
Massachusetts
$15.5K
AssetMark Inc
416
AssetMark Inc
California
$15.5K
RFP
417
Root Financial Partners
California
$14.4K
HIA
418
Harbor Investment Advisory
Maryland
$14.1K
GAM
419
Generali Asset Management
Italy
$13.4K
RIL
420
Rothschild Investment LLC
Illinois
$13K
National Bank of Canada
421
National Bank of Canada
Quebec, Canada
$12.8K
AAP
422
Arax Advisory Partners
Colorado
$11.9K
BW
423
Basepoint Wealth
Iowa
$11.5K
QL
424
Quarry LP
New York
$10.9K
MCM
425
MAI Capital Management
Ohio
$10.6K