531 hedge funds and large institutions have $4.16B invested in Lumen in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 144 increasing their positions, 160 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

4.51% less ownership

Funds ownership: 70.74%66.23% (-4.5%)

10% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 160

35% less call options, than puts

Call options by funds: $99.2M | Put options by funds: $152M

Holders
531
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.2M
Puts
$152M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
451
Caldwell Sutter Capital
California
$759
CWM
452
Cranbrook Wealth Management
Michigan
$735
TPCW
453
TD Private Client Wealth
New York
$734
WAS
454
Winch Advisory Services
Wisconsin
$718
JGIA
455
Jackson Grant Investment Advisers
Connecticut
$716
JWA
456
JFS Wealth Advisors
Pennsylvania
$612
NECFA
457
New England Capital Financial Advisors
Connecticut
$612
GEA
458
Glen Eagle Advisors
New Jersey
$612
VWM
459
Vermillion Wealth Management
Minnesota
$606
AIC
460
Archer Investment Corporation
Indiana
$581
BIA
461
Bell Investment Advisors
California
$539
SPF
462
South Plains Financial
Texas
$538
JFA
463
JNBA Financial Advisors
Minnesota
$533
MAFA
464
MJT & Associates Financial Advisory
Minnesota
$533
ETC
465
Exchange Traded Concepts
Oklahoma
$490
PK
466
Pflug Koory
Nebraska
$453
PS
467
Principal Securities
Iowa
$441
CJ
468
Caitlin John
Michigan
$435
CTWM
469
Cherry Tree Wealth Management
Minnesota
$411
IWP
470
IAG Wealth Partners
Wisconsin
$410
SFI
471
Siemens Fonds Invest
Germany
$404
CT
472
Clearstead Trust
Maine
$404
WTC
473
WhitTier Trust Company
Nevada
$367
CFO
474
CVA Family Office
Colorado
$367
PWAM
475
Private Wealth Asset Management
Iowa
$361