551 hedge funds and large institutions have $3.18B invested in Lumen in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 158 increasing their positions, 172 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 172

37% less call options, than puts

Call options by funds: $62.2M | Put options by funds: $98.5M

Holders
551
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.2M
Puts
$98.5M
Net Calls
Net Calls Change

Top Sellers

1 -$25.7M
2 -$25.5M
3 -$23.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$18.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
426
SOA Wealth Advisors
New York
$2.33K
TIM
427
Total Investment Management
Arizona
$2.33K
BTI
428
Blue Trust Inc
Georgia
$2.21K
IWM
429
Inlight Wealth Management
Georgia
$2.19K
PLU
430
Performa Ltd (US)
South Carolina
$2.19K
OPTFSNA
431
Old Point Trust & Financial Services N A
Virginia
$2.19K
CWIG
432
Chung Wu Investment Group
Texas
$2.19K
ATC
433
Adirondack Trust Company
New York
$2.19K
FMP
434
Financial Management Professionals
Texas
$2.1K
AT
435
Arlington Trust
Alabama
$2.08K
FFO
436
Fortitude Family Office
Arizona
$2.02K
WCM
437
Winthrop Capital Management
Indiana
$2K
BF
438
BOK Financial
Oklahoma
$1.98K
BWL
439
Bogart Wealth LLC
Virginia
$1.95K
FGC
440
Financial Gravity Companies
Texas
$1.83K
PWA
441
Physician Wealth Advisors
Utah
$1.59K
WSFS
442
Wilmington Savings Fund Society
Delaware
$1.59K
NEWAS
443
N.E.W. Advisory Services
Wisconsin
$1.55K
HIW
444
Holos Integrated Wealth
Pennsylvania
$1.45K
CBT
445
CoreFirst Bank & Trust
Kansas
$1.45K
JFA
446
JNBA Financial Advisors
Minnesota
$1.44K
JWA
447
JFS Wealth Advisors
Pennsylvania
$1.38K
IHWM
448
Iron Horse Wealth Management
Iowa
$1.31K
IRAG
449
Investment Research & Advisory Group
Georgia
$1.31K
PWMG
450
Prestige Wealth Management Group
New Jersey
$1.26K