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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
PWMG
426
Private Wealth Management Group
New Jersey
$10.1K
GWM
427
Geneos Wealth Management
Colorado
$9.91K
CA
428
Clearstead Advisors
Ohio
$9.69K
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$9.51K
SAG
430
SageView Advisory Group
California
$9.46K
PFBT
431
Parkside Financial Bank & Trust
Missouri
$9.02K
FHA
432
Flagship Harbor Advisors
Massachusetts
$8.96K
AA
433
Ancora Advisors
Ohio
$8.24K
NSIM
434
North Star Investment Management
Illinois
$8.14K
SRCM
435
Signature Resources Capital Management
California
$8.1K
RCM
436
Richardson Capital Management
Wisconsin
$7.77K
SC
437
Swan Capital
Florida
$7.77K
FCMT
438
Founders Capital Management (Texas)
Texas
$7.77K
FPF
439
First Pacific Financial
Washington
$7.6K
IBOK
440
Independence Bank of Kentucky
Kentucky
$6.75K
BFS
441
Bare Financial Services
Pennsylvania
$6.48K
SWM
442
SHP Wealth Management
Massachusetts
$5.62K
FA
443
Financial Avengers
California
$5.57K
TWC
444
TD Waterhouse Canada
Ontario, Canada
$5.43K
AG
445
AmeriFlex Group
Nevada
$5.31K
HI
446
Harbour Investments
Wisconsin
$5.28K
QC
447
Quent Capital
New York
$5.13K
BWA
448
Basecamp Wealth Advisors
Washington
$5.12K
HNB
449
Huntington National Bank
Ohio
$5.11K
CIAM
450
Caitong International Asset Management
Hong Kong
$4.68K