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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
TFA
576
Transamerica Financial Advisors
Florida
$85
HI
577
Hoey Investments
Pennsylvania
$70
WFA
578
West Financial Advisors
Iowa
$70
SVWA
579
Sarver Vrooman Wealth Advisors
Missouri
$70
DCM
580
Dorato Capital Management
Colorado
$58
FRA
581
Front Row Advisors
California
$54
FIM
582
FWL Investment Management
Texas
$54
BL
583
BFSG LLC
California
$39
NL
584
NVWM LLC
Pennsylvania
$39
SWIM
585
Smallwood Wealth Investment Management
New Jersey
$38
TFM
586
TFC Financial Management
Massachusetts
$32
BIM
587
Breakwater Investment Management
Washington
$24
HIMS
588
Hager Investment Management Services
New Hampshire
$16
CTA
589
Colonial Trust Advisors
South Carolina
$8
Pacer Advisors
590
Pacer Advisors
Pennsylvania
$8
MI
591
Motiv8 Investments
Florida
$8
CAM
592
Contour Asset Management
New York
DCP
593
Diameter Capital Partners
New York
ACM
594
AIGH Capital Management
Maryland
QT
595
Quantbot Technologies
New York
Squarepoint
596
Squarepoint
New York
TCWM
597
Total Clarity Wealth Management
Illinois
AC
598
Aristides Capital
Kentucky
GWM
599
GK Wealth Management
Nevada
EF
600
Empowered Funds
Pennsylvania