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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
KI
551
Kapitalo Investimentos
Brazil
– -$390K -73,468 Closed
AGM
552
Alpine Global Management
New York
– -$331K -62,412 Closed
Capstone Investment Advisors
553
Capstone Investment Advisors
New York
– -$320K -60,290 Closed
SCM
554
Semanteon Capital Management
Massachusetts
– -$317K -59,612 Closed
QC
555
Quantessence Capital
New York
– -$307K -57,800 Closed
FRM
556
Fox Run Management
Connecticut
– -$293K -55,132 Closed
GWM
557
GK Wealth Management
Nevada
– -$271K -54,315 Closed
CMF
558
Counterpoint Mutual Funds
California
– -$257K -48,408 Closed
VI
559
Vestcor Inc
New Brunswick, Canada
– -$245K -46,114 Closed
MAM
560
Martingale Asset Management
Massachusetts
– -$243K -45,780 Closed
WS
561
Wedbush Securities
California
– -$230K -43,299 Closed
BC
562
Bayforest Capital
United Kingdom
– -$228K -43,006 Closed
DA
563
DCM Advisors
New York
– -$221K -41,672 Closed
FB
564
Fulton Bank
Pennsylvania
– -$165K -31,064 Closed
WAM
565
Weiss Asset Management
Massachusetts
– -$155K -29,204 Closed
Walleye Capital
566
Walleye Capital
New York
– -$140K -28,025 Closed
BAM
567
Blueshift Asset Management
New Jersey
– -$148K -27,950 Closed
NWAG
568
Net Worth Advisory Group
Utah
– -$144K -27,149 Closed
KRSITF
569
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
– -$667K -20,932 Closed
OR
570
Olympiad Research
Connecticut
– -$107K -20,226 Closed
BAS
571
Breakthru Advisory Services
Wisconsin
– -$107K -20,080 Closed
IFG
572
Independent Financial Group
California
– -$106K -20,056 Closed
SRL
573
Scientech Research LLC
New Jersey
– -$104K -19,536 Closed
Balyasny Asset Management
574
Balyasny Asset Management
Illinois
– -$96.3K -18,140 Closed
GS
575
GTS Securities
New York
– -$86.9K -16,369 Closed
21 22
23
24 25

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.