532 hedge funds and large institutions have $2.79B invested in Lumen in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-18
Holders Change %
-3.27%
% of All Funds
7.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
75
Increased
157
Reduced
173
Closed
79
Calls
$68.5M
Puts
$90.7M
Net Calls
-$22.2M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
501
Tradewinds Capital Management
Washington
$71
CWC
502
Carolinas Wealth Consulting
North Carolina
$70
CVM
503
Cheviot Value Management
California
$68 +$68 +16 New
TH
504
TCTC Holdings
Texas
$67
FFA
505
Frazier Financial Advisors
Ohio
$63
KFI
506
Key Financial Inc
Pennsylvania
$63
FGA
507
Fortis Group Advisors
New Jersey
$63
PWM
508
Parkworth Wealth Management
California
$51
HIA
509
HFM Investment Advisors
New Jersey
$51 +$51 +13 New
CJH
510
Christopher J. Hasenberg
Wisconsin
$50
TCM
511
TD Capital Management
Tennessee
$49
MFT
512
Moisand Fitzgerald Tamayo
Florida
$48
CPG
513
Cornerstone Planning Group
New Jersey
$46 +$13 +4 +40%
HI
514
Hoey Investments
Pennsylvania
$36
WFA
515
West Financial Advisors
Iowa
$36 +$36 +9 New
SFG
516
Stonebridge Financial Group
Pennsylvania
$35
BHWM
517
Bay Harbor Wealth Management
Maryland
$35 +$35 +9 New
DJSG
518
D.J. St. Germain
Massachusetts
$27 -$532 -138 -95%
FRA
519
Front Row Advisors
California
$27
Credit Agricole
520
Credit Agricole
France
$24
NL
521
NVWM LLC
Pennsylvania
$20
BL
522
BFSG LLC
California
$20
SWIM
523
Smallwood Wealth Investment Management
New Jersey
$19 +$19 +5 New
Pacer Advisors
524
Pacer Advisors
Pennsylvania
$16 +$16 +4 New
BIM
525
Breakwater Investment Management
Washington
$12