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543 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, 165 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

31% more capital invested

Capital invested by funds: $3.18B → $4.16B (+$980M)

0% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 79

2% less funds holding

Funds holding: 552543 (-9)

4.43% less ownership

Funds ownership: 70.66%66.23% (-4.4%)

11% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 165

35% less call options, than puts

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

Holders
543
Holders Change
-9
Holders Change %
-1.63%
% of All Funds
7.13%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
79
Increased
147
Reduced
165
Closed
79
Calls
$99.2M
Puts
$152M
Net Calls
-$52.8M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
476
Principal Securities
Iowa
$441
CJ
477
Caitlin John
Michigan
$435 +$341 +71 New
CTWM
478
Cherry Tree Wealth Management
Minnesota
$411
IWP
479
IAG Wealth Partners
Wisconsin
$410
CT
480
Clearstead Trust
Maine
$404
SFI
481
Siemens Fonds Invest
Germany
$404
CFO
482
CVA Family Office
Colorado
$367
WTC
483
WhitTier Trust Company
Nevada
$367
PWAM
484
Private Wealth Asset Management
Iowa
$361
ETS
485
ESL Trust Services
New York
$355
FCT
486
First Community Trust
Iowa
$343
DWM
487
Dogwood Wealth Management
Kansas
$337
ADL
488
Asset Dedication LLC
California
$326
AWM
489
Abound Wealth Management
Tennessee
$294
WIM
490
Westside Investment Management
California
$257
CTB
491
Country Trust Bank
Illinois
$251
HIA
492
HFM Investment Advisors
New Jersey
$239 -$96 -20 -34%
PWA
493
Provenance Wealth Advisors
Florida
$233
BHWM
494
Bay Harbor Wealth Management
Maryland
$214 -$29 -6 -15%
FCAS
495
First Command Advisory Services
Texas
$214
KB
496
Kimelman & Baird
New York
$209
RFA
497
Reyes Financial Architecture
California
$208
GCM
498
Gables Capital Management
Florida
$208 +$163 +34 New
NRWA
499
North Ridge Wealth Advisors
Oregon
$178
FLP
500
Financial Life Planners
Arizona
$178 +$139 +29 New

LUMN Hedge Fund Activity: Q3 2025 in Review

543 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q3 2025, worth a combined $4.16B — up 31% from $3.18B a quarter earlier.

Fund positioning in LUMN was balanced in Q3 2025: 79 funds opened new positions, 79 closed out, 147 added to existing stakes and 165 trimmed.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $23.9M. The largest seller was Man Group, cutting an estimated $39M.

  • 543 institutional investors held Lumen (LUMN) as of Q3 2025, down from 552 in Q2 2025.
  • Funds reported $4.16B of Lumen stock for Q3 2025, up 31% quarter-over-quarter.
  • 79 funds opened new Lumen positions in Q3 2025 and 79 closed out, a net change of 0 holders.
  • The largest Lumen buyer in Q3 2025 was Contour Asset Management, an estimated $23.9M added.
  • The largest Lumen seller in Q3 2025 was Man Group, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2025.