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592 hedge funds and large institutions have $5.64B invested in Lumen in 2025 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 211 increasing their positions, 143 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.49% more ownership

Funds ownership: 66.23%70.72% (+4.5%)

19% less call options, than puts

Call options by funds: $124M | Put options by funds: $152M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
592
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$124M
Puts
$152M
Net Calls
Net Calls Change

Top Buyers

1 +$138M
2 +$134M
3 +$59.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$58.3M
5
Goldman Sachs
Goldman Sachs
New York
+$50.9M

Top Sellers

1 -$53.1M
2 -$30.4M
3 -$29.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$25.9M
5
BlackRock
BlackRock
New York
-$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
501
Ankerstar Wealth
Texas
$1.2K
DJSG
502
D.J. St. Germain
Massachusetts
$1.2K
BIA
503
Bell Investment Advisors
California
$1.17K
GFA
504
Godfrey Financial Associates
New York
$1.15K
BC
505
Barrett & Company
Rhode Island
$1.13K
KA
506
Kozak & Associates
Colorado
$1.12K
CFD
507
Creative Financial Designs
Indiana
$1.05K
UCB
508
United Community Bank
South Carolina
$979
NS
509
NBC Securities
Alabama
$971
KG
510
Kilter Group
New York
$941
CWM
511
Cranbrook Wealth Management
Michigan
$933
TPCW
512
TD Private Client Wealth
New York
$932
WAS
513
Winch Advisory Services
Wisconsin
$912
JGIA
514
Jackson Grant Investment Advisers
Connecticut
$909
CFO
515
CVA Family Office
Colorado
$824
EP
516
Essential Partners
California
$793
GEA
517
Glen Eagle Advisors
New Jersey
$777
VWM
518
Vermillion Wealth Management
Minnesota
$769
LI
519
LRI Investments
Florida
$761
FCAS
520
First Command Advisory Services
Texas
$754
AIC
521
Archer Investment Corporation
Indiana
$738
SIS
522
Strategic Investment Solutions
Illinois
$730
CMBA
523
C.M. Bidwell & Associates
Hawaii
$715
DPW
524
DiNuzzo Private Wealth
Pennsylvania
$692
SPF
525
South Plains Financial
Texas
$683