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Lumen
LUMN

592 hedge funds and large institutions have $5.01B invested in Lumen in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 188 increasing their positions, 171 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

18% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 74

10% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 171

8% more call options, than puts

Call options by funds: $98.1M | Put options by funds: $91.1M

0% more funds holding

Funds holding: 592 → 592 (0)

0.19% less ownership

Funds ownership: 70.72% → 70.53% (-0.19%)

11% less capital invested

Capital invested by funds: $5.64B → $5.01B (-$626M)

Holders
592
Holders Change
–
Holders Change %
0%
% of All Funds
7.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
87
Increased
188
Reduced
171
Closed
74
Calls
$98.1M
Puts
$91.1M
Net Calls
+$6.97M
Net Calls Change
+$35.3M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$83.2M
2
Goldman Sachs
Goldman Sachs
New York
+$44M
3
Invesco
Invesco
Georgia
+$39.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$38M
5
CRC
Curi RMB Capital
Illinois
+$19M

Top Sellers

Rank Fund Capital Flow
1
PCM
Palestra Capital Management
New York
-$86.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$52.2M
3
TI
Trexquant Investment
Connecticut
-$39.4M
4
BlackRock
BlackRock
New York
-$37.8M
5
Millennium Management
Millennium Management
New York
-$20.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
501
United Community Bank
South Carolina
$876 – – –
VWM
502
Vermillion Wealth Management
Minnesota
$876 +$204 +27 +27%
KFA
503
Kelleher Financial Advisors
New York
$876 +$1.51K +200 New
NS
504
NBC Securities
Alabama
$868 – – –
QL
505
Quarry LP
New York
$862 -$9.71K -1,283 -91%
CWM
506
Cranbrook Wealth Management
Michigan
$834 – – –
WAS
507
Winch Advisory Services
Wisconsin
$816 – – –
JGIA
508
Jackson Grant Investment Advisers
Connecticut
$813 – – –
DWP
509
Destiny Wealth Partners
Florida
$758 +$825 +109 New
NECFA
510
New England Capital Financial Advisors
Connecticut
$695 -$1.89K -250 -71%
GEA
511
Glen Eagle Advisors
New Jersey
$695 – – –
SIM
512
Synergy Investment Management
Florida
$695 +$757 +100 New
RF
513
Rossby Financial
Florida
$693 +$742 +98 New
BC
514
Barrett & Company
Rhode Island
$679 -$363 -48 -33%
FCAS
515
First Command Advisory Services
Texas
$674 – – –
DPW
516
DiNuzzo Private Wealth
Pennsylvania
$661 +$45 +6 +7%
SIS
517
Strategic Investment Solutions
Illinois
$654 – – –
CMBA
518
C.M. Bidwell & Associates
Hawaii
$639 – – –
JFA
519
JNBA Financial Advisors
Minnesota
$605 – – –
MAFA
520
MJT & Associates Financial Advisory
Minnesota
$605 – – –
TCM
521
TD Capital Management
Tennessee
$580 – – –
PK
522
Pflug Koory
Nebraska
$514 – – –
CJ
523
Caitlin John
Michigan
$493 – – –
CTWM
524
Cherry Tree Wealth Management
Minnesota
$466 – – –
IWP
525
IAG Wealth Partners
Wisconsin
$452 – – –
19 20
21
22 23

LUMN Hedge Fund Activity: Q1 2026 in Review

592 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2026, worth a combined $5.01B — down 11% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new LUMN positions and 74 closed out — a net gain of 13 holders — while 188 added to existing stakes and 171 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $83.2M. The largest seller was Palestra Capital Management, exiting entirely with an estimated $86.8M sold.

  • 592 institutional investors held Lumen (LUMN) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $5.01B of Lumen stock for Q1 2026, down 11% quarter-over-quarter.
  • 87 funds opened new Lumen positions in Q1 2026 and 74 closed out, a net change of +13 holders.
  • The largest Lumen buyer in Q1 2026 was D.E. Shaw & Co, an estimated $83.2M added.
  • The largest Lumen seller in Q1 2026 was Palestra Capital Management, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2026.