We are live on ! Find out more

543 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, 165 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

31% more capital invested

Capital invested by funds: $3.18B → $4.16B (+$980M)

0% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 79

2% less funds holding

Funds holding: 552543 (-9)

4.43% less ownership

Funds ownership: 70.66%66.23% (-4.4%)

11% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 165

35% less call options, than puts

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

Holders
543
Holders Change
-9
Holders Change %
-1.63%
% of All Funds
7.13%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
79
Increased
147
Reduced
165
Closed
79
Calls
$99.2M
Puts
$152M
Net Calls
-$52.8M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
501
CNB Bank
Pennsylvania
$177 +$139 +29 New
TLCM
502
Twin Lakes Capital Management
California
$173
CVM
503
Cheviot Value Management
California
$161
IA
504
IFS Advisors
Kansas
$159
HWM
505
HighMark Wealth Management
Minnesota
$153
MSWA
506
Marshall & Sterling Wealth Advisors
New York
$147
SFCL
507
Strengthening Families & Communities LLC
Massachusetts
$146 +$115 +24 New
CPG
508
Cornerstone Planning Group
New Jersey
$145
WT
509
Whittier Trust
California
$138
AWM
510
AllSquare Wealth Management
New York
$129
PGAM
511
Princeton Global Asset Management
New Jersey
$129
AUB
512
Atlantic Union Bankshares
Virginia
$128
TCM
513
Tradewinds Capital Management
Washington
$111
TH
514
TCTC Holdings
Texas
$104
MG
515
Mather Group
Illinois
$104 +$82 +17 New
FGA
516
Fortis Group Advisors
New Jersey
$98
KFI
517
Key Financial Inc
Pennsylvania
$97
TCM
518
TD Capital Management
Tennessee
$77
MFT
519
Moisand Fitzgerald Tamayo
Florida
$74
FLFS
520
Family Legacy Financial Solutions
North Carolina
$73
BFS
521
Burkett Financial Services
South Carolina
$70 -$398 -83 -88%
TWD
522
True Wealth Design
Ohio
$68 -$82 -17 -61%
TCOT
523
Trust Company of Toledo
Ohio
$67
CS
524
Clear Street
New York
$67 +$53 +11 New
UFPG
525
United Financial Planning Group
New York
$61 +$48 +10 New

LUMN Hedge Fund Activity: Q3 2025 in Review

543 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q3 2025, worth a combined $4.16B — up 31% from $3.18B a quarter earlier.

Fund positioning in LUMN was balanced in Q3 2025: 79 funds opened new positions, 79 closed out, 147 added to existing stakes and 165 trimmed.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $23.9M. The largest seller was Man Group, cutting an estimated $39M.

  • 543 institutional investors held Lumen (LUMN) as of Q3 2025, down from 552 in Q2 2025.
  • Funds reported $4.16B of Lumen stock for Q3 2025, up 31% quarter-over-quarter.
  • 79 funds opened new Lumen positions in Q3 2025 and 79 closed out, a net change of 0 holders.
  • The largest Lumen buyer in Q3 2025 was Contour Asset Management, an estimated $23.9M added.
  • The largest Lumen seller in Q3 2025 was Man Group, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2025.