550 hedge funds and large institutions have $3.78B invested in Lumen in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 156 increasing their positions, 154 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+49
Holders Change %
+9.78%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
117
Increased
156
Reduced
154
Closed
64
Calls
$137M
Puts
$182M
Net Calls
-$44.5M
Net Calls Change
-$9.22M
Name Holding Trade Value Shares
Change
Shares
Change %
GBT
501
Grove Bank & Trust
Florida
$234
CWM
502
Compass Wealth Management
Connecticut
$224
WIM
503
Westside Investment Management
California
$223
SL
504
Salomon & Ludwin
Virginia
$202
CA
505
Continuum Advisory
Idaho
$191
DWM
506
Dogwood Wealth Management
Kansas
$181
ANBT
507
American National Bank & Trust
Texas
$181
CTWM
508
Cherry Tree Wealth Management
Minnesota
$181
RFA
509
Reyes Financial Architecture
California
$181 +$181 +34 New
TLCM
510
Twin Lakes Capital Management
California
$150 -$80 -15 -35%
IA
511
IFP Advisors
Florida
$138 -$21 -3 -13%
IA
512
IFS Advisors
Kansas
$138
MSWA
513
Marshall & Sterling Wealth Advisors
New York
$127 +$127 +24 New
PGAM
514
Princeton Global Asset Management
New Jersey
$112
CA
515
Clearstead Advisors
Ohio
$112 +$112 +21 New
SSB
516
Sandy Spring Bank
Maryland
$111
WT
517
Whittier Trust
California
$111
FCAS
518
First Command Advisory Services
Texas
$101 -$1.33K -250 -93%
TCM
519
Tradewinds Capital Management
Washington
$96
OLVIG
520
Oliver Lagore Vanvalin Investment Group
Michigan
$96
CWC
521
Carolinas Wealth Consulting
North Carolina
$95
TH
522
TCTC Holdings
Texas
$90
FFA
523
Frazier Financial Advisors
Ohio
$87
KFI
524
Key Financial Inc
Pennsylvania
$85
FGA
525
Fortis Group Advisors
New Jersey
$85