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537 hedge funds and large institutions have $2.83B invested in Lumen in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 160 increasing their positions, 174 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.35% more ownership

Funds ownership: 70.04%70.39% (+0.35%)

8% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 174

3% less funds holding

Funds holding: 556537 (-19)

11% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 82

25% less call options, than puts

Call options by funds: $68.5M | Put options by funds: $90.7M

25% less capital invested

Capital invested by funds: $3.78B → $2.83B (-$947M)

Holders
537
Holders Change
-19
Holders Change %
-3.42%
% of All Funds
7.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
73
Increased
160
Reduced
174
Closed
82
Calls
$68.5M
Puts
$90.7M
Net Calls
-$22.2M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
501
IFP Advisors
Florida
$102
IA
502
IFS Advisors
Kansas
$101
MSWA
503
Marshall & Sterling Wealth Advisors
New York
$94
PGAM
504
Princeton Global Asset Management
New Jersey
$82
SSB
505
Sandy Spring Bank
Maryland
$82
TCM
506
Tradewinds Capital Management
Washington
$71
CWC
507
Carolinas Wealth Consulting
North Carolina
$70
CVM
508
Cheviot Value Management
California
$68 +$80 +16 New
TH
509
TCTC Holdings
Texas
$67
FGA
510
Fortis Group Advisors
New Jersey
$63
FFA
511
Frazier Financial Advisors
Ohio
$63
KFI
512
Key Financial Inc
Pennsylvania
$63
PWM
513
Parkworth Wealth Management
California
$51
HIA
514
HFM Investment Advisors
New Jersey
$51 +$65 +13 New
CJH
515
Christopher J. Hasenberg
Wisconsin
$50
TCM
516
TD Capital Management
Tennessee
$49
MFT
517
Moisand Fitzgerald Tamayo
Florida
$48
CPG
518
Cornerstone Planning Group
New Jersey
$46 +$20 +4 +40%
HI
519
Hoey Investments
Pennsylvania
$36
WFA
520
West Financial Advisors
Iowa
$36 +$45 +9 New
SFGP
521
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$35
BHWM
522
Bay Harbor Wealth Management
Maryland
$35 +$45 +9 New
DJSG
523
D.J. St. Germain
Massachusetts
$27 -$688 -138 -95%
FRA
524
Front Row Advisors
California
$27
Credit Agricole
525
Credit Agricole
France
$24