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592 hedge funds and large institutions have $5.64B invested in Lumen in 2025 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 211 increasing their positions, 143 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.49% more ownership

Funds ownership: 66.23%70.72% (+4.5%)

19% less call options, than puts

Call options by funds: $124M | Put options by funds: $152M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
592
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$124M
Puts
$152M
Net Calls
Net Calls Change

Top Buyers

1 +$138M
2 +$134M
3 +$59.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$58.3M
5
Goldman Sachs
Goldman Sachs
New York
+$50.9M

Top Sellers

1 -$53.1M
2 -$30.4M
3 -$29.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$25.9M
5
BlackRock
BlackRock
New York
-$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
451
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.66K
B
452
Bayban
Minnesota
$4.51K
SWA
453
SOA Wealth Advisors
New York
$4.45K
AGWCA
454
Annis Gardner Whiting Capital Advisors
Florida
$4.25K
BTI
455
Blue Trust Inc
Georgia
$4.12K
HNW
456
High Note Wealth
Minnesota
$4.01K
IIM
457
IFC & Insurance Marketing
California
$4K
ATC
458
Adirondack Trust Company
New York
$3.88K
ACA
459
American Capital Advisory
Idaho
$3.88K
CWIG
460
Chung Wu Investment Group
Texas
$3.88K
IWM
461
Inlight Wealth Management
Georgia
$3.88K
NFSG
462
Newbridge Financial Services Group
Florida
$3.81K
AT
463
Arlington Trust
Alabama
$3.68K
AI
464
AXS Investments
New York
$3.62K
FFO
465
Fortitude Family Office
Arizona
$3.5K
BWL
466
Bogart Wealth LLC
Virginia
$3.45K
PWA
467
Physician Wealth Advisors
Utah
$3.08K
WCM
468
Winthrop Capital Management
Indiana
$3K
WTC
469
WhitTier Trust Company
Nevada
$2.96K
HIW
470
Holos Integrated Wealth
Pennsylvania
$2.92K
PP
471
PFS Partners
New Jersey
$2.92K
WSFS
472
Wilmington Savings Fund Society
Delaware
$2.82K
NEWAS
473
N.E.W. Advisory Services
Wisconsin
$2.76K
NECFA
474
New England Capital Financial Advisors
Connecticut
$2.72K
WA
475
Westfuller Advisors
New York
$2.64K