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
CJ
476
Caitlin John
Michigan
$435
CTWM
477
Cherry Tree Wealth Management
Minnesota
$411
IWP
478
IAG Wealth Partners
Wisconsin
$410
CT
479
Clearstead Trust
Maine
$404
SFI
480
Siemens Fonds Invest
Germany
$404
WTC
481
WhitTier Trust Company
Nevada
$367
CFO
482
CVA Family Office
Colorado
$367
PWAM
483
Private Wealth Asset Management
Iowa
$361
ETS
484
ESL Trust Services
New York
$355
FCT
485
First Community Trust
Iowa
$343
DWM
486
Dogwood Wealth Management
Kansas
$337
ADL
487
Asset Dedication LLC
California
$326
AWM
488
Abound Wealth Management
Tennessee
$294
WIM
489
Westside Investment Management
California
$257
CTB
490
Country Trust Bank
Illinois
$251
HIA
491
HFM Investment Advisors
New Jersey
$239
PWA
492
Provenance Wealth Advisors
Florida
$233
BHWM
493
Bay Harbor Wealth Management
Maryland
$214
FCAS
494
First Command Advisory Services
Texas
$214
KB
495
Kimelman & Baird
New York
$209
RFA
496
Reyes Financial Architecture
California
$208
GCM
497
Gables Capital Management
Florida
$208
NRWA
498
North Ridge Wealth Advisors
Oregon
$178
FLP
499
Financial Life Planners
Arizona
$178
CB
500
CNB Bank
Pennsylvania
$177