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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
JFA
526
JNBA Financial Advisors
Minnesota
$676
MAFA
527
MJT & Associates Financial Advisory
Minnesota
$676
TCM
528
TD Capital Management
Tennessee
$649
GWM
529
Gilpin Wealth Management
Colorado
$583
PK
530
Pflug Koory
Nebraska
$575
CJ
531
Caitlin John
Michigan
$552
CTWM
532
Cherry Tree Wealth Management
Minnesota
$521
IWP
533
IAG Wealth Partners
Wisconsin
$505
PWAM
534
Private Wealth Asset Management
Iowa
$458
WT
535
Whittier Trust
California
$457
ETS
536
ESL Trust Services
New York
$451
ETC
537
Exchange Traded Concepts
Oklahoma
$435
DWM
538
Dogwood Wealth Management
Kansas
$427
BHWM
539
Bay Harbor Wealth Management
Maryland
$419
ADL
540
Asset Dedication LLC
California
$414
MSWA
541
Marshall & Sterling Wealth Advisors
New York
$411
DT
542
DV Trading
Illinois
$388
MCM
543
Manchester Capital Management
Vermont
$373
AWM
544
Abound Wealth Management
Tennessee
$373
FC
545
Financial Consulate
Maryland
$366
WIM
546
Westside Investment Management
California
$326
CTB
547
Country Trust Bank
Illinois
$319
HIA
548
HFM Investment Advisors
New Jersey
$304
PWA
549
Provenance Wealth Advisors
Florida
$295
ECA
550
Elevated Capital Advisors
Utah
$280