542 hedge funds and large institutions have $4.16B invested in Lumen in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 147 increasing their positions, 166 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:

4.43% less ownership

Funds ownership: 70.67%66.25% (-4.4%)

11% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 166

35% less call options, than puts

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

Holders
542
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

Top Sellers

1 -$39M
2 -$30.5M
3 -$30.3M
4
Invesco
Invesco
Georgia
-$28.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
451
Cedar Mountain Advisors
Oregon
$979
BGAI
452
Bruce G. Allen Investments
Colorado
$949
Barrow, Hanley, Mewhinney & Strauss
453
Barrow, Hanley, Mewhinney & Strauss
Texas
$930
CIR
454
Clear Investment Research
Georgia
$845
CFD
455
Creative Financial Designs
Indiana
$826
UCB
456
United Community Bank
South Carolina
$771
NS
457
NBC Securities
Alabama
$765
CSC
458
Caldwell Sutter Capital
California
$759
CWM
459
Cranbrook Wealth Management
Michigan
$735
TPCW
460
TD Private Client Wealth
New York
$734
WAS
461
Winch Advisory Services
Wisconsin
$718
JGIA
462
Jackson Grant Investment Advisers
Connecticut
$716
JWA
463
JFS Wealth Advisors
Pennsylvania
$612
NECFA
464
New England Capital Financial Advisors
Connecticut
$612
GEA
465
Glen Eagle Advisors
New Jersey
$612
VWM
466
Vermillion Wealth Management
Minnesota
$606
AIC
467
Archer Investment Corporation
Indiana
$581
SIS
468
Strategic Investment Solutions
Illinois
$575
BIA
469
Bell Investment Advisors
California
$539
SPF
470
South Plains Financial
Texas
$538
JFA
471
JNBA Financial Advisors
Minnesota
$533
MAFA
472
MJT & Associates Financial Advisory
Minnesota
$533
ETC
473
Exchange Traded Concepts
Oklahoma
$490
PK
474
Pflug Koory
Nebraska
$453
PS
475
Principal Securities
Iowa
$441