532 hedge funds and large institutions have $2.79B invested in Lumen in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-18
Holders Change %
-3.27%
% of All Funds
7.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
75
Increased
157
Reduced
173
Closed
79
Calls
$68.5M
Puts
$90.7M
Net Calls
-$22.2M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
576
RFG Advisory
Alabama
-$68.1K -12,825 Closed
SWP
577
Stratos Wealth Partners
Ohio
-$65.5K -12,342 Closed
PWPS
578
Pinnacle Wealth Planning Services
Ohio
-$64.4K -12,131 Closed
SI
579
Seeds Investor
New York
-$57.4K -10,811 Closed
3F
580
360 Financial
Minnesota
-$53.1K -10,000 Closed
RS
581
R Squared
Hong Kong
-$47.5K -8,950 Closed
CAM
582
Cresset Asset Management
Illinois
-$27.4K -5,152 Closed
VWM
583
Venturi Wealth Management
Texas
-$11.9K -2,245 Closed
CWP
584
Concord Wealth Partners
Virginia
-$10.6K -2,000 Closed
NWWA
585
New Wave Wealth Advisors
Arkansas
-$8.74K -1,645 Closed
SMAM
586
Sugar Maple Asset Management
Wisconsin
-$7.19K -1,354 Closed
PIS
587
POM Investment Strategies
North Carolina
-$6.86K -1,292 Closed
LFA
588
LGT Financial Advisors
Texas
-$5.79K -1,090 Closed
CAS
589
Coppell Advisory Solutions
Texas
-$5.78K -1,071 Closed
ETC
590
Exchange Traded Concepts
Oklahoma
-$5.4K -1,016 Closed
CFGS
591
Concourse Financial Group Securities
Alabama
-$5.07K -882 Closed
MAM
592
Meeder Asset Management
Ohio
-$3.3K -622 Closed
GM
593
GeoWealth Management
Illinois
-$2.82K -531 Closed
VHAM
594
Van Hulzen Asset Management
California
-$2.28K -430 Closed
CBT
595
CoreFirst Bank & Trust
Kansas
-$1.75K -330 Closed
VWA
596
VSM Wealth Advisory
Maryland
-$1.59K -300 Closed
CWA
597
Carolina Wealth Advisors
South Carolina
-$1.19K -224 Closed
PFA
598
Pathway Financial Advisers
Indiana
-$951 -179 Closed
MA
599
MCF Advisors
Kentucky
-$893 -168 Closed
CJ
600
Caitlin John
Michigan
-$786 -148 Closed