550 hedge funds and large institutions have $3.78B invested in Lumen in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 156 increasing their positions, 154 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+49
Holders Change %
+9.78%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
117
Increased
156
Reduced
154
Closed
64
Calls
$137M
Puts
$182M
Net Calls
-$44.5M
Net Calls Change
-$9.22M
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
526
Global Financial Private Client
Florida
$80 +$80 +15 New
CJH
527
Christopher J. Hasenberg
Wisconsin
$69
PWM
528
Parkworth Wealth Management
California
$69 +$69 +13 New
TCM
529
TD Capital Management
Tennessee
$66
MFT
530
Moisand Fitzgerald Tamayo
Florida
$64
CPG
531
Cornerstone Planning Group
New Jersey
$50
HI
532
Hoey Investments
Pennsylvania
$48
SFG
533
Stonebridge Financial Group
Pennsylvania
$48 +$48 +9 New
TAM
534
Tucker Asset Management
Colorado
$42
FRA
535
Front Row Advisors
California
$37
Credit Agricole
536
Credit Agricole
France
$32
NL
537
NVWM LLC
Pennsylvania
$27
BL
538
BFSG LLC
California
$27
CFFP
539
Center for Financial Planning
Michigan
$22
BIM
540
Breakwater Investment Management
Washington
$16
CIAS
541
CBIZ Investment Advisory Services
Ohio
$12
HIMS
542
Hager Investment Management Services
New Hampshire
$11 +$11 +2 New
BIG
543
Brooklyn Investment Group
New York
$11 +$11 +2 New
PWA
544
Physician Wealth Advisors
Utah
$8 +$8 +1 New
SIC
545
Salem Investment Counselors
North Carolina
$6
NS
546
NBC Securities
Alabama
$5 -$7.74K -1,548 -100%
CTA
547
Colonial Trust Advisors
South Carolina
$5 -$2.21K -442 -100%
AWM
548
AllSquare Wealth Management
New York
$5
WWP
549
WR Wealth Planners
Missouri
$3 -$3
SEC
550
Seven Eight Capital
New York
-$5.21M -733,396 Closed