532 hedge funds and large institutions have $2.79B invested in Lumen in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-18
Holders Change %
-3.27%
% of All Funds
7.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
75
Increased
157
Reduced
173
Closed
79
Calls
$68.5M
Puts
$90.7M
Net Calls
-$22.2M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HIW
426
Holos Integrated Wealth
Pennsylvania
$1.51K
WSFS
427
Wilmington Savings Fund Society
Delaware
$1.42K
NEWAS
428
N.E.W. Advisory Services
Wisconsin
$1.39K +$1.39K +355 New
T
429
Transce3nd
Texas
$1.31K -$7.24K -1,847 -85%
IHWM
430
Iron Horse Wealth Management
Iowa
$1.18K
NC
431
NewSquare Capital
Pennsylvania
$1.18K +$1.18K +300 New
SC
432
Stephens Consulting
Michigan
$1.06K +$1.06K +270 New
PS
433
Principal Securities
Iowa
$1.05K
BGAI
434
Bruce G. Allen Investments
Colorado
$1.02K -$121 -31 -11%
VNA
435
Valley National Advisers
Pennsylvania
$1K
AAG
436
Armstrong Advisory Group
Massachusetts
$999
CTC
437
Central Trust Company
Missouri
$965 +$271 +69 +39%
GSWM
438
Golden State Wealth Management
California
$945 -$63 -16 -6%
EWM
439
Evermay Wealth Management
Virginia
$914 +$914 +233 New
JWA
440
JFS Wealth Advisors
Pennsylvania
$843 +$247 +63 +41%
PCFFS
441
Pacific Center for Financial Services
California
$840
SO
442
Sierra Ocean
California
$823 +$823 +210 New
PWA
443
Physician Wealth Advisors
Utah
$802 +$798 +203 +20,300%
CIA
444
Cape Investment Advisory
Georgia
$784
PA
445
PSI Advisors
Florida
$772
BIA
446
Bell Investment Advisors
California
$749 +$404 +103 +117%
CIAM
447
Caitong International Asset Management
Hong Kong
$717 -$110K -28,156 -99%
AAP
448
Arax Advisory Partners
Colorado
$702 -$3.08K -785 -81%
WT
449
Whittier Trust
California
$670 +$588 +150 +714%
KHC
450
Koesten Hirschmann & Crabtree
Kansas
$667