531 hedge funds and large institutions have $4.16B invested in Lumen in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 144 increasing their positions, 160 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:

4.51% less ownership

Funds ownership: 70.74%66.23% (-4.5%)

10% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 160

35% less call options, than puts

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

Holders
531
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
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
501
Princeton Global Asset Management
New Jersey
$129
AUB
502
Atlantic Union Bankshares
Virginia
$128
TCM
503
Tradewinds Capital Management
Washington
$111
TH
504
TCTC Holdings
Texas
$104
MG
505
Mather Group
Illinois
$104
FGA
506
Fortis Group Advisors
New Jersey
$98
KFI
507
Key Financial Inc
Pennsylvania
$97
TCM
508
TD Capital Management
Tennessee
$77
MFT
509
Moisand Fitzgerald Tamayo
Florida
$74
FLFS
510
Family Legacy Financial Solutions
North Carolina
$73
BFS
511
Burkett Financial Services
South Carolina
$70
TWD
512
True Wealth Design
Ohio
$68
TCOT
513
Trust Company of Toledo
Ohio
$67
CS
514
Clear Street
New York
$67
UFPG
515
United Financial Planning Group
New York
$61
HI
516
Hoey Investments
Pennsylvania
$56
WFA
517
West Financial Advisors
Iowa
$56
FRA
518
Front Row Advisors
California
$43
FIM
519
FWL Investment Management
Texas
$43
NL
520
NVWM LLC
Pennsylvania
$31
BL
521
BFSG LLC
California
$31
SWIM
522
Smallwood Wealth Investment Management
New Jersey
$30
DPW
523
DiNuzzo Private Wealth
Pennsylvania
$25
BIM
524
Breakwater Investment Management
Washington
$19
HIMS
525
Hager Investment Management Services
New Hampshire
$12