532 hedge funds and large institutions have $2.79B invested in Lumen in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-18
Holders Change %
-3.27%
% of All Funds
7.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
75
Increased
157
Reduced
173
Closed
79
Calls
$68.5M
Puts
$90.7M
Net Calls
-$22.2M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CIR
451
Clear Investment Research
Georgia
$541 +$541 +138 New
UCB
452
United Community Bank
South Carolina
$494
KA
453
Kozak & Associates
Colorado
$491
CSC
454
Caldwell Sutter Capital
California
$486 -$267 -68 -35%
ME
455
McIlrath & Eck
Washington
$482
AssetMark Inc
456
AssetMark Inc
California
$474 -$20 -5 -4%
CWM
457
Cranbrook Wealth Management
Michigan
$471 +$471 +120 New
WAS
458
Winch Advisory Services
Wisconsin
$460
LFG
459
Larson Financial Group
Missouri
$419 -$35 -9 -8%
NECFA
460
New England Capital Financial Advisors
Connecticut
$392
GEA
461
Glen Eagle Advisors
New Jersey
$392
GFPC
462
Global Financial Private Client
Florida
$376 +$317 +81 +540%
AIC
463
Archer Investment Corporation
Indiana
$372
BFS
464
Burkett Financial Services
South Carolina
$370
SPF
465
South Plains Financial
Texas
$344
JFA
466
JNBA Financial Advisors
Minnesota
$342
MAFA
467
MJT & Associates Financial Advisory
Minnesota
$342 +$342 +87 New
DPW
468
DiNuzzo Private Wealth
Pennsylvania
$314
PK
469
Pflug Koory
Nebraska
$290
IWP
470
IAG Wealth Partners
Wisconsin
$263
CTWM
471
Cherry Tree Wealth Management
Minnesota
$263 +$130 +33 +97%
SFI
472
Siemens Fonds Invest
Germany
$259 +$259 +66 New
RF
473
Rossby Financial
Florida
$258 +$258 +77 New
KWM
474
Kiker Wealth Management
Georgia
$247 +$247 +63 New
CFO
475
CVA Family Office
Colorado
$235 -$313 -80 -57%