551 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, 158 increasing their positions, 172 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 172

37% less call options, than puts

Call options by funds: $62.2M | Put options by funds: $98.5M

Holders
551
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.2M
Puts
$98.5M
Net Calls
Net Calls Change

Top Sellers

1 -$25.7M
2 -$25.5M
3 -$23.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$18.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Abound Wealth Management
Tennessee
$211
KG
502
Kilter Group
New York
$198
WIM
503
Westside Investment Management
California
$184
CTB
504
Country Trust Bank
Illinois
$180
BHWM
505
Bay Harbor Wealth Management
Maryland
$179
SL
506
Salomon & Ludwin
Virginia
$169
PWA
507
Provenance Wealth Advisors
Florida
$166
FCAS
508
First Command Advisory Services
Texas
$153
ANBT
509
American National Bank & Trust
Texas
$149
RFA
510
Reyes Financial Architecture
California
$149
KB
511
Kimelman & Baird
New York
$149
NRWA
512
North Ridge Wealth Advisors
Oregon
$128
TLCM
513
Twin Lakes Capital Management
California
$124
TWD
514
True Wealth Design
Ohio
$123
IA
515
IFS Advisors
Kansas
$113
RWM
516
Rialto Wealth Management
New York
$110
HWM
517
HighMark Wealth Management
Minnesota
$110
MSWA
518
Marshall & Sterling Wealth Advisors
New York
$105
PGAM
519
Princeton Global Asset Management
New Jersey
$92
AWM
520
AllSquare Wealth Management
New York
$92
AUB
521
Atlantic Union Bankshares
Virginia
$92
WT
522
Whittier Trust
California
$91
TCM
523
Tradewinds Capital Management
Washington
$79
TH
524
TCTC Holdings
Texas
$74
OLVIG
525
Oliver Lagore Vanvalin Investment Group
Michigan
$71