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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
MWA
476
Medallion Wealth Advisors
Connecticut
$2.51K
IRAG
477
Investment Research & Advisory Group
Georgia
$2.32K
AAG
478
Armstrong Advisory Group
Massachusetts
$2.15K
DF
479
Dunhill Financial
United Kingdom
$2.05K
JWA
480
JFS Wealth Advisors
Pennsylvania
$2.04K
AW
481
Avion Wealth
Texas
$2K
OAJ
482
Ogorek Anthony Joseph
New York
$2K
VNA
483
Valley National Advisers
Pennsylvania
$2K
IA
484
IFP Advisors
Florida
$1.99K
TCM
485
Triumph Capital Management
Colorado
$1.97K
PWMG
486
Prestige Wealth Management Group
New Jersey
$1.96K
KFAS
487
Keating Financial Advisory Services
Kansas
$1.96K
CTC
488
Central Trust Company
Missouri
$1.91K
GSWM
489
Golden State Wealth Management
California
$1.87K
FMP
490
Financial Management Professionals
Texas
$1.81K
EWM
491
Evermay Wealth Management
Virginia
$1.81K
TM
492
Torren Management
California
$1.73K
CP
493
Camelot Portfolios
Ohio
$1.65K
CIA
494
Cape Investment Advisory
Georgia
$1.55K
RWM
495
Rialto Wealth Management
New York
$1.5K
CMA
496
Cedar Mountain Advisors
Oregon
$1.45K
PAM
497
Parvin Asset Management
South Dakota
$1.36K
AF
498
Alerus Financial
North Dakota
$1.31K
PCFFS
499
Pacific Center for Financial Services
California
$1.21K
BGAI
500
Bruce G. Allen Investments
Colorado
$1.2K