546 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, 155 increasing their positions, 172 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+14
Holders Change %
+2.63%
% of All Funds
7.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
81
Increased
155
Reduced
172
Closed
58
Calls
$62.2M
Puts
$98.5M
Net Calls
-$36.3M
Net Calls Change
-$14.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OPTFSNA
426
Old Point Trust & Financial Services N A
Virginia
$2.19K
ATC
427
Adirondack Trust Company
New York
$2.19K +$2.19K +500 New
CWIG
428
Chung Wu Investment Group
Texas
$2.19K +$2.19K +500 New
FMP
429
Financial Management Professionals
Texas
$2.1K
AT
430
Arlington Trust
Alabama
$2.08K
FFO
431
Fortitude Family Office
Arizona
$2.02K +$79 +18 +4%
WCM
432
Winthrop Capital Management
Indiana
$2K
BF
433
BOK Financial
Oklahoma
$1.98K
EPIMS
434
Evelyn Partners Investment Management Services
$1.97K -$596K -158,830 -100%
BWL
435
Bogart Wealth LLC
Virginia
$1.95K
FGC
436
Financial Gravity Companies
Texas
$1.83K +$1.83K +418 New
PWA
437
Physician Wealth Advisors
Utah
$1.59K +$697 +159 +78%
WSFS
438
Wilmington Savings Fund Society
Delaware
$1.59K
NEWAS
439
N.E.W. Advisory Services
Wisconsin
$1.56K
HIW
440
Holos Integrated Wealth
Pennsylvania
$1.45K
CBT
441
CoreFirst Bank & Trust
Kansas
$1.45K +$1.45K +330 New
JFA
442
JNBA Financial Advisors
Minnesota
$1.44K +$1.06K +243 +279%
JWA
443
JFS Wealth Advisors
Pennsylvania
$1.38K +$438 +100 +47%
IHWM
444
Iron Horse Wealth Management
Iowa
$1.31K
IRAG
445
Investment Research & Advisory Group
Georgia
$1.31K +$1.31K +299 New
PWMG
446
Prestige Wealth Management Group
New Jersey
$1.26K -$1.13K -259 -47%
DF
447
Dunhill Financial
United Kingdom
$1.1K +$1.1K +250 New
CTC
448
Central Trust Company
Missouri
$1.08K
MSG
449
Main Street Group
Virginia
$1.06K -$5.32K -1,215 -83%
GSWM
450
Golden State Wealth Management
California
$1.06K