548 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, 155 increasing their positions, 173 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 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)

10% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 173

37% less call options, than puts

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

Holders
548
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
PWM
526
Parkworth Wealth Management
California
$57
CJH
527
Christopher J. Hasenberg
Wisconsin
$57
TCM
528
TD Capital Management
Tennessee
$55
MFT
529
Moisand Fitzgerald Tamayo
Florida
$53
CPG
530
Cornerstone Planning Group
New Jersey
$53
FLFS
531
Family Legacy Financial Solutions
North Carolina
$52
TCOT
532
Trust Company of Toledo
Ohio
$48
HI
533
Hoey Investments
Pennsylvania
$40
WFA
534
West Financial Advisors
Iowa
$40
LFA
535
Livelsberger Financial Advisory
Ohio
$39
FRA
536
Front Row Advisors
California
$31
HFS
537
Hughes Financial Services
Virginia
$30
NL
538
NVWM LLC
Pennsylvania
$22
BL
539
BFSG LLC
California
$22
SWIM
540
Smallwood Wealth Investment Management
New Jersey
$21
BIM
541
Breakwater Investment Management
Washington
$14
HIMS
542
Hager Investment Management Services
New Hampshire
$9
SIC
543
Salem Investment Counselors
North Carolina
$5
TFA
544
Transamerica Financial Advisors
Florida
$5
CTA
545
Colonial Trust Advisors
South Carolina
$4
WP
546
Woodline Partners
California
TI
547
Trexquant Investment
Connecticut
LP
548
LMR Partners
United Kingdom
Massachusetts Financial Services
549
Massachusetts Financial Services
Massachusetts
CF
550
Corebridge Financial
Texas