Lumen
LUMN
552 hedge funds and large institutions have $3.18B invested in Lumen in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 158 increasing their positions, 172 reducing their positions, and 60 closing their positions.
33% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 60
12% more capital invested
Capital invested by funds: $2.83B → $3.18B (+$347M)
3% more funds holding
Funds holding: 537 → 552 (+15)
0.27% more ownership
Funds ownership: 70.39% → 70.66% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
8% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 172
37% less call options, than puts
Call options by funds: $62.2M | Put options by funds: $98.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Palestra Capital Management
New York
|
+$28.7M |
| 2 |
JP Morgan Chase
New York
|
+$24M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$15.8M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$12.5M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$22.7M |
| 2 |
Morgan Stanley
New York
|
-$22.6M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$20.4M |
| 4 |
D.E. Shaw & Co
New York
|
-$16.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$11.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GFPC
601
Global Financial Private Client
Sarasota,
Florida
| – | -$376 | -96 | Closed |
|
|
ST
602
Smithfield Trust
Pittsburgh,
Pennsylvania
| – | -$202 | -52 | -50% |
|
|
VWM
603
Vermillion Wealth Management
Rosemount,
Minnesota
| – | -$196 | -50 | Closed |
|
|
CWM
604
Compass Wealth Management
Guilford,
Connecticut
| – | -$165 | -42 | Closed |
|
|
CA
605
Continuum Advisory
Eagle,
Idaho
| – | -$141 | -36 | Closed |
|
|
FMII
606
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$110 | -28 | Closed |
|
|
CWC
607
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$70 | -18 | Closed |
|
|
FFA
608
Frazier Financial Advisors
Columbus,
Ohio
| – | -$63 | -16 | Closed |
|
|
SFGP
609
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| – | -$35 | -9 | Closed |
|
610
Pacer Advisors
Malvern,
Pennsylvania
| – | -$16 | -4 | Closed |
|
|
CMP
611
Coston McIsaac & Partners
Bar Harbor,
Maine
| – | +$97 | +25 | New |
|
LUMN Hedge Fund Activity: Q2 2025 in Review
552 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2025, worth a combined $3.18B — up 12% from $2.83B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new LUMN positions and 60 closed out — a net gain of 20 holders — while 158 added to existing stakes and 172 trimmed.
The largest buyer was Palestra Capital Management, adding an estimated $28.7M. The largest seller was UBS Group, cutting an estimated $22.7M.
- 552 institutional investors held Lumen (LUMN) as of Q2 2025, up from 537 in Q1 2025.
- Funds reported $3.18B of Lumen stock for Q2 2025, up 12% quarter-over-quarter.
- 80 funds opened new Lumen positions in Q2 2025 and 60 closed out, a net change of +20 holders.
- The largest Lumen buyer in Q2 2025 was Palestra Capital Management, an estimated $28.7M added.
- The largest Lumen seller in Q2 2025 was UBS Group, an estimated $22.7M sold.
Based on aggregated 13F filings for Q2 2025.