542 hedge funds and large institutions have $4.16B invested in Lumen in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 147 increasing their positions, 166 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

4.43% less ownership

Funds ownership: 70.67%66.25% (-4.4%)

11% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 166

35% less call options, than puts

Call options by funds: $99.2M | Put options by funds: $152M

Holders
542
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.2M
Puts
$152M
Net Calls
Net Calls Change

Top Sellers

1 -$39M
2 -$30.5M
3 -$30.3M
4
Invesco
Invesco
Georgia
-$28.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
TLCM
501
Twin Lakes Capital Management
California
$173
CVM
502
Cheviot Value Management
California
$161
IA
503
IFS Advisors
Kansas
$159
HWM
504
HighMark Wealth Management
Minnesota
$153
MSWA
505
Marshall & Sterling Wealth Advisors
New York
$147
SFCL
506
Strengthening Families & Communities LLC
Massachusetts
$146
CPG
507
Cornerstone Planning Group
New Jersey
$145
WT
508
Whittier Trust
California
$138
PGAM
509
Princeton Global Asset Management
New Jersey
$129
AWM
510
AllSquare Wealth Management
New York
$129
AUB
511
Atlantic Union Bankshares
Virginia
$128
TCM
512
Tradewinds Capital Management
Washington
$111
TH
513
TCTC Holdings
Texas
$104
MG
514
Mather Group
Illinois
$104
FGA
515
Fortis Group Advisors
New Jersey
$98
KFI
516
Key Financial Inc
Pennsylvania
$97
TCM
517
TD Capital Management
Tennessee
$77
MFT
518
Moisand Fitzgerald Tamayo
Florida
$74
FLFS
519
Family Legacy Financial Solutions
North Carolina
$73
BFS
520
Burkett Financial Services
South Carolina
$70
TWD
521
True Wealth Design
Ohio
$68
TCOT
522
Trust Company of Toledo
Ohio
$67
CS
523
Clear Street
New York
$67
UFPG
524
United Financial Planning Group
New York
$61
HI
525
Hoey Investments
Pennsylvania
$56