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Lumen
LUMN

592 hedge funds and large institutions have $5.01B invested in Lumen in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 188 increasing their positions, 171 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

18% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 74

10% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 171

8% more call options, than puts

Call options by funds: $98.1M | Put options by funds: $91.1M

0% more funds holding

Funds holding: 592 → 592 (0)

0.19% less ownership

Funds ownership: 70.72% → 70.53% (-0.19%)

11% less capital invested

Capital invested by funds: $5.64B → $5.01B (-$626M)

Holders
592
Holders Change
–
Holders Change %
0%
% of All Funds
7.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
87
Increased
188
Reduced
171
Closed
74
Calls
$98.1M
Puts
$91.1M
Net Calls
+$6.97M
Net Calls Change
+$35.3M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$83.2M
2
Goldman Sachs
Goldman Sachs
New York
+$44M
3
Invesco
Invesco
Georgia
+$39.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$38M
5
CRC
Curi RMB Capital
Illinois
+$19M

Top Sellers

Rank Fund Capital Flow
1
PCM
Palestra Capital Management
New York
-$86.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$52.2M
3
TI
Trexquant Investment
Connecticut
-$39.4M
4
BlackRock
BlackRock
New York
-$37.8M
5
Millennium Management
Millennium Management
New York
-$20.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
551
CNB Bank
Pennsylvania
$202 – – –
NRWA
552
North Ridge Wealth Advisors
Oregon
$202 – – –
FLP
553
Financial Life Planners
Arizona
$202 +$219 +29 New
CFSG
554
Community Financial Services Group
Vermont
$198 +$212 +28 New
IA
555
IFS Advisors
Kansas
$180 – – –
HWM
556
HighMark Wealth Management
Minnesota
$173 – – –
HHCP
557
Hilton Head Capital Partners
South Carolina
$151 – – –
PGAM
558
Princeton Global Asset Management
New Jersey
$146 – – –
VR
559
Vision Retirement
New Jersey
$146 +$159 +21 New
MG
560
Mather Group
Illinois
$139 +$151 +20 New
TCM
561
Tradewinds Capital Management
Washington
$126 – – –
HCM
562
Hollencrest Capital Management
California
$117 +$76 +10 New
AFC
563
Ares Financial Consulting
California
$113 – – –
CVM
564
Cheviot Value Management
California
$111 – – –
FGA
565
Fortis Group Advisors
New Jersey
$111 – – –
KFI
566
Key Financial Inc
Pennsylvania
$111 – – –
BWM
567
Benson Wealth Management
Tennessee
$111 +$121 +16 New
BCWM
568
Bartlett & Co Wealth Management
Ohio
$96 +$76 +10 New
TLCM
569
Twin Lakes Capital Management
California
$95 – – –
MFT
570
Moisand Fitzgerald Tamayo
Florida
$84 – – –
CS
571
Clear Street
New York
$83 – – –
TCOT
572
Trust Company of Toledo
Ohio
$76 – – –
UFPG
573
United Financial Planning Group
New York
$70 -$83 -11 -52%
HI
574
Hoey Investments
Pennsylvania
$63 – – –
SVWA
575
Sarver Vrooman Wealth Advisors
Missouri
$63 – – –
21 22
23
24 25

LUMN Hedge Fund Activity: Q1 2026 in Review

592 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2026, worth a combined $5.01B — down 11% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new LUMN positions and 74 closed out — a net gain of 13 holders — while 188 added to existing stakes and 171 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $83.2M. The largest seller was Palestra Capital Management, exiting entirely with an estimated $86.8M sold.

  • 592 institutional investors held Lumen (LUMN) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $5.01B of Lumen stock for Q1 2026, down 11% quarter-over-quarter.
  • 87 funds opened new Lumen positions in Q1 2026 and 74 closed out, a net change of +13 holders.
  • The largest Lumen buyer in Q1 2026 was D.E. Shaw & Co, an estimated $83.2M added.
  • The largest Lumen seller in Q1 2026 was Palestra Capital Management, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2026.