550 hedge funds and large institutions have $3.78B invested in Lumen in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 156 increasing their positions, 154 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+49
Holders Change %
+9.78%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
117
Increased
156
Reduced
154
Closed
64
Calls
$137M
Puts
$182M
Net Calls
-$44.5M
Net Calls Change
-$9.22M
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
451
CoreFirst Bank & Trust
Kansas
$1.75K
IHWM
452
Iron Horse Wealth Management
Iowa
$1.59K
VWA
453
VSM Wealth Advisory
Maryland
$1.59K +$1.59K +300 New
BGAI
454
Bruce G. Allen Investments
Colorado
$1.55K -$313 -59 -17%
PWMG
455
Prestige Wealth Management Group
New Jersey
$1.53K
PFBT
456
Parkside Financial Bank & Trust
Missouri
$1.4K +$122 +23 +10%
GSWM
457
Golden State Wealth Management
California
$1.37K +$1.37K +257 New
LOIP
458
Live Oak Investment Partners
Texas
$1.23K -$1.64K
CWA
459
Carolina Wealth Advisors
South Carolina
$1.19K +$871 +164 +273%
PCFFS
460
Pacific Center for Financial Services
California
$1.14K +$85 +16 +8%
CIA
461
Cape Investment Advisory
Georgia
$1.06K -$175 -33 -14%
PS
462
Principal Securities
Iowa
$1.05K -$2.67K -502 -72%
PA
463
PSI Advisors
Florida
$1.05K
CSC
464
Caldwell Sutter Capital
California
$1.02K
HWM
465
Hemington Wealth Management
Virginia
$1K +$294 +58 +42%
VNA
466
Valley National Advisers
Pennsylvania
$1K +$1K +300 New
AAG
467
Armstrong Advisory Group
Massachusetts
$999
PFA
468
Pathway Financial Advisers
Indiana
$951 +$951 +179 New
CTC
469
Central Trust Company
Missouri
$940 +$940 +177 New
KHC
470
Koesten Hirschmann & Crabtree
Kansas
$903 -$728 -137 -45%
MA
471
MCF Advisors
Kentucky
$893 +$893 +168 New
JWA
472
JFS Wealth Advisors
Pennsylvania
$808 +$808 +152 New
KA
473
Kozak & Associates
Colorado
$801
CJ
474
Caitlin John
Michigan
$786
DJSG
475
D.J. St. Germain
Massachusetts
$770 +$42 +8 +6%