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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
KB
551
Kimelman & Baird
New York
$265
GCM
552
Gables Capital Management
Florida
$264
RFA
553
Reyes Financial Architecture
California
$264
GIA
554
GHP Investment Advisors
Colorado
$249
NRWA
555
North Ridge Wealth Advisors
Oregon
$226
CB
556
CNB Bank
Pennsylvania
$225
IA
557
IFS Advisors
Kansas
$202
HWM
558
HighMark Wealth Management
Minnesota
$194
HHCP
559
Hilton Head Capital Partners
South Carolina
$168
PGAM
560
Princeton Global Asset Management
New Jersey
$163
UFPG
561
United Financial Planning Group
New York
$163
AUB
562
Atlantic Union Bankshares
Virginia
$162
CVM
563
Cheviot Value Management
California
$147
TCM
564
Tradewinds Capital Management
Washington
$140
TH
565
TCTC Holdings
Texas
$132
CPG
566
Cornerstone Planning Group
New Jersey
$128
FGA
567
Fortis Group Advisors
New Jersey
$124
KFI
568
Key Financial Inc
Pennsylvania
$124
AFC
569
Ares Financial Consulting
California
$124
TLCM
570
Twin Lakes Capital Management
California
$107
WWA
571
Wealth Watch Advisors
Colorado
$101
GAFA
572
Garton & Associates Financial Advisors
Kentucky
$96
MFT
573
Moisand Fitzgerald Tamayo
Florida
$94
CS
574
Clear Street
New York
$93
TCOT
575
Trust Company of Toledo
Ohio
$85