549 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, 173 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 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)

10% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 173

37% less call options, than puts

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

Holders
549
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
MSG
451
Main Street Group
Virginia
$1.06K
GSWM
452
Golden State Wealth Management
California
$1.06K
EWM
453
Evermay Wealth Management
Virginia
$1.02K
VNA
454
Valley National Advisers
Pennsylvania
$1K
DJSG
455
D.J. St. Germain
Massachusetts
$929
SO
456
Sierra Ocean
California
$920
PCFFS
457
Pacific Center for Financial Services
California
$868
AAG
458
Armstrong Advisory Group
Massachusetts
$824
TCM
459
Traub Capital Management
Massachusetts
$802
KHC
460
Koesten Hirschmann & Crabtree
Kansas
$745
AAP
461
Arax Advisory Partners
Colorado
$736
KA
462
Kozak & Associates
Colorado
$641
BGAI
463
Bruce G. Allen Investments
Colorado
$622
CIR
464
Clear Investment Research
Georgia
$604
Barrow, Hanley, Mewhinney & Strauss
465
Barrow, Hanley, Mewhinney & Strauss
Texas
$578
UCB
466
United Community Bank
South Carolina
$552
CSC
467
Caldwell Sutter Capital
California
$543
CWM
468
Cranbrook Wealth Management
Michigan
$526
WAS
469
Winch Advisory Services
Wisconsin
$514
QL
470
Quarry LP
New York
$508
NECFA
471
New England Capital Financial Advisors
Connecticut
$438
GEA
472
Glen Eagle Advisors
New Jersey
$438
AIC
473
Archer Investment Corporation
Indiana
$416
BFS
474
Burkett Financial Services
South Carolina
$414
SIS
475
Strategic Investment Solutions
Illinois
$412