546 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, 172 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+14
Holders Change %
+2.63%
% of All Funds
7.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
81
Increased
155
Reduced
172
Closed
58
Calls
$62.2M
Puts
$98.5M
Net Calls
-$36.3M
Net Calls Change
-$14.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
501
Bay Harbor Wealth Management
Maryland
$179 +$140 +32 +356%
SL
502
Salomon & Ludwin
Virginia
$169
PWA
503
Provenance Wealth Advisors
Florida
$166
FCAS
504
First Command Advisory Services
Texas
$153 -$83 -19 -35%
ANBT
505
American National Bank & Trust
Texas
$149
RFA
506
Reyes Financial Architecture
California
$149
KB
507
Kimelman & Baird
New York
$149
NRWA
508
North Ridge Wealth Advisors
Oregon
$128 +$128 +29 New
TLCM
509
Twin Lakes Capital Management
California
$124
TWD
510
True Wealth Design
Ohio
$123 +$110 +25 +833%
IA
511
IFS Advisors
Kansas
$113
HWM
512
HighMark Wealth Management
Minnesota
$110 +$110 +25 New
RWM
513
Rialto Wealth Management
New York
$110 +$110 +25 New
MSWA
514
Marshall & Sterling Wealth Advisors
New York
$105
PGAM
515
Princeton Global Asset Management
New Jersey
$92
AWM
516
AllSquare Wealth Management
New York
$92 +$88 +20 +2,000%
AUB
517
Atlantic Union Bankshares
Virginia
$92 +$92 +21 New
WT
518
Whittier Trust
California
$91 -$650 -150 -88%
TCM
519
Tradewinds Capital Management
Washington
$79
TH
520
TCTC Holdings
Texas
$74
OLVIG
521
Oliver Lagore Vanvalin Investment Group
Michigan
$71 +$71 +18 New
KFI
522
Key Financial Inc
Pennsylvania
$70
FGA
523
Fortis Group Advisors
New Jersey
$70
CVM
524
Cheviot Value Management
California
$60
CJH
525
Christopher J. Hasenberg
Wisconsin
$57