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
ETS
476
ESL Trust Services
New York
$355
FCT
477
First Community Trust
Iowa
$343
DWM
478
Dogwood Wealth Management
Kansas
$337
ADL
479
Asset Dedication LLC
California
$326
AWM
480
Abound Wealth Management
Tennessee
$294
WIM
481
Westside Investment Management
California
$257
CTB
482
Country Trust Bank
Illinois
$251
HIA
483
HFM Investment Advisors
New Jersey
$239
PWA
484
Provenance Wealth Advisors
Florida
$233
BHWM
485
Bay Harbor Wealth Management
Maryland
$214
FCAS
486
First Command Advisory Services
Texas
$214
KB
487
Kimelman & Baird
New York
$209
RFA
488
Reyes Financial Architecture
California
$208
GCM
489
Gables Capital Management
Florida
$208
NRWA
490
North Ridge Wealth Advisors
Oregon
$178
FLP
491
Financial Life Planners
Arizona
$178
CB
492
CNB Bank
Pennsylvania
$177
TLCM
493
Twin Lakes Capital Management
California
$173
CVM
494
Cheviot Value Management
California
$161
IA
495
IFS Advisors
Kansas
$159
HWM
496
HighMark Wealth Management
Minnesota
$153
MSWA
497
Marshall & Sterling Wealth Advisors
New York
$147
SFCL
498
Strengthening Families & Communities LLC
Massachusetts
$146
CPG
499
Cornerstone Planning Group
New Jersey
$145
WT
500
Whittier Trust
California
$138