548 hedge funds and large institutions have $3.18B invested in Lumen in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 155 increasing their positions, 173 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 173

37% less call options, than puts

Call options by funds: $62.2M | Put options by funds: $98.5M

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.2M
Puts
$98.5M
Net Calls
Net Calls Change

Top Sellers

1 -$25.7M
2 -$25.5M
3 -$23.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$18.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
501
Country Trust Bank
Illinois
$180
BHWM
502
Bay Harbor Wealth Management
Maryland
$179
SL
503
Salomon & Ludwin
Virginia
$169
PWA
504
Provenance Wealth Advisors
Florida
$166
FCAS
505
First Command Advisory Services
Texas
$153
ANBT
506
American National Bank & Trust
Texas
$149
RFA
507
Reyes Financial Architecture
California
$149
KB
508
Kimelman & Baird
New York
$149
NRWA
509
North Ridge Wealth Advisors
Oregon
$128
TLCM
510
Twin Lakes Capital Management
California
$124
TWD
511
True Wealth Design
Ohio
$123
IA
512
IFS Advisors
Kansas
$113
HWM
513
HighMark Wealth Management
Minnesota
$110
RWM
514
Rialto Wealth Management
New York
$110
MSWA
515
Marshall & Sterling Wealth Advisors
New York
$105
PGAM
516
Princeton Global Asset Management
New Jersey
$92
AWM
517
AllSquare Wealth Management
New York
$92
AUB
518
Atlantic Union Bankshares
Virginia
$92
WT
519
Whittier Trust
California
$91
TCM
520
Tradewinds Capital Management
Washington
$79
TH
521
TCTC Holdings
Texas
$74
OLVIG
522
Oliver Lagore Vanvalin Investment Group
Michigan
$71
KFI
523
Key Financial Inc
Pennsylvania
$70
FGA
524
Fortis Group Advisors
New Jersey
$70
CVM
525
Cheviot Value Management
California
$60