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Lumen
LUMN

537 hedge funds and large institutions have $2.83B invested in Lumen in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 160 increasing their positions, 174 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

0.35% more ownership

Funds ownership: 70.04% → 70.39% (+0.35%)

8% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 174

3% less funds holding

Funds holding: 556 → 537 (-19)

11% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 82

25% less call options, than puts

Call options by funds: $68.5M | Put options by funds: $90.7M

25% less capital invested

Capital invested by funds: $3.78B → $2.83B (-$947M)

Holders
537
Holders Change
-19
Holders Change %
-3.42%
% of All Funds
7.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
73
Increased
160
Reduced
174
Closed
82
Calls
$68.5M
Puts
$90.7M
Net Calls
-$22.2M
Net Calls Change
+$22.3M

Top Buyers

1
Man Group
Man Group
United Kingdom
+$46.7M
2
Morgan Stanley
Morgan Stanley
New York
+$26.1M
3
Invesco
Invesco
Georgia
+$24.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$19.1M
5
N
Nuveen
North Carolina
+$18.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$37.2M
2
PCM
Palestra Capital Management
New York
-$37M
3
Charles Schwab
Charles Schwab
California
-$18.9M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$11.1M
5
CSS
Cubist Systematic Strategies
Connecticut
-$9.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
BL
526
BFSG LLC
California
$20 – – –
NL
527
NVWM LLC
Pennsylvania
$20 – – –
SWIM
528
Smallwood Wealth Investment Management
New Jersey
$19 +$25 +5 New
Pacer Advisors
529
Pacer Advisors
Pennsylvania
$16 +$20 +4 New
BIM
530
Breakwater Investment Management
Washington
$12 – – –
TWD
531
True Wealth Design
Ohio
$12 +$15 +3 New
HIMS
532
Hager Investment Management Services
New Hampshire
$8 – – –
AWM
533
AllSquare Wealth Management
New York
$4 – – –
CTA
534
Colonial Trust Advisors
South Carolina
$4 – – –
SIC
535
Salem Investment Counselors
North Carolina
$4 – – –
HF
536
HRT Financial
New York
– -$7.84M -1,475,797 Closed
QIM
537
Quantitative Investment Management
Virginia
– -$3.09M -582,192 Closed
LCM
538
Lonestar Capital Management
California
– -$2.12M -400,000 Closed
FC
539
FORA Capital
Florida
– -$1.47M -276,509 Closed
MCM
540
Massar Capital Management
Connecticut
– -$1.4M -263,860 Closed
BBA
541
Baader Bank Aktiengesellschaft
Germany
– -$1.35M -254,528 Closed
Allspring Global Investments
542
Allspring Global Investments
North Carolina
– -$1.37M -243,471 Closed
BCM
543
Bridgeway Capital Management
Texas
– -$1.17M -220,000 Closed
SC
544
Savant Capital
Illinois
– -$1.1M -206,562 Closed
Nomura Holdings
545
Nomura Holdings
Japan
– -$800K -160,625 Closed
EGM
546
Engineers Gate Manager
New York
– -$813K -153,140 Closed
LOAMU
547
Lombard Odier Asset Management (USA)
New York
– -$743K -140,000 Closed
IMC Chicago
548
IMC Chicago
Illinois
– -$586K -117,552 Closed
CFM
549
Catalyst Funds Management
Australia
– -$531K -100,000 Closed
DT
550
Diversified Trust
Tennessee
– -$482K -90,830 Closed
20 21
22
23 24

LUMN Hedge Fund Activity: Q1 2025 in Review

537 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2025, worth a combined $2.83B — down 25% from $3.78B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of LUMN and 73 opened new positions — a net loss of 9 holders — while 174 trimmed existing stakes and 160 added.

The largest buyer was Man Group, adding an estimated $46.7M. The largest seller was Citadel Advisors, cutting an estimated $37.2M.

  • 537 institutional investors held Lumen (LUMN) as of Q1 2025, down from 556 in Q4 2024.
  • Funds reported $2.83B of Lumen stock for Q1 2025, down 25% quarter-over-quarter.
  • 73 funds opened new Lumen positions in Q1 2025 and 82 closed out, a net change of -9 holders.
  • The largest Lumen buyer in Q1 2025 was Man Group, an estimated $46.7M added.
  • The largest Lumen seller in Q1 2025 was Citadel Advisors, an estimated $37.2M sold.

Based on aggregated 13F filings for Q1 2025.