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Lumen
LUMN

543 hedge funds and large institutions have $4.16B invested in Lumen in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 147 increasing their positions, 165 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

31% more capital invested

Capital invested by funds: $3.18B → $4.16B (+$980M)

0% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 79

2% less funds holding

Funds holding: 552 → 543 (-9)

4.43% less ownership

Funds ownership: 70.66% → 66.23% (-4.4%)

11% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 165

35% less call options, than puts

Call options by funds: $99.2M | Put options by funds: $152M

Holders
543
Holders Change
-9
Holders Change %
-1.63%
% of All Funds
7.13%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
79
Increased
147
Reduced
165
Closed
79
Calls
$99.2M
Puts
$152M
Net Calls
-$52.8M
Net Calls Change
-$16.5M

Top Buyers

1
CAM
Contour Asset Management
New York
+$23.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.9M
3
GJL
Gendell Jeffrey L
+$17.6M
4
DCP
Diameter Capital Partners
New York
+$15.8M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$14.5M

Top Sellers

1
Man Group
Man Group
United Kingdom
-$39M
2
HAI
Hennessy Advisors Inc
California
-$30.5M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$30.3M
4
Invesco
Invesco
Georgia
-$28.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$28M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
601
Creative Capital Management Investments
California
– -$4.38K -1,000 Closed
PTC
602
Private Trust Company
Ohio
– -$4.38K -1,000 Closed
TCOV
603
Trust Company of Vermont
Vermont
– -$2.74K -625 Closed
EWM
604
Evolution Wealth Management
Florida
– -$2.63K -600 Closed
GC
605
Garde Capital
Washington
– -$2.41K -550 Closed
TIM
606
Total Investment Management
Arizona
– -$2.33K -532 Closed
OPTFSNA
607
Old Point Trust & Financial Services N A
Virginia
– -$2.19K -500 Closed
PLU
608
Performa Ltd (US)
South Carolina
– -$2.19K -500 Closed
SO
609
Sierra Ocean
California
– -$920 -210 Closed
TCM
610
Traub Capital Management
Massachusetts
– -$802 -183 Closed
AT
611
Avalon Trust
New Mexico
– -$351 -80 Closed
RF
612
Rossby Financial
Florida
– -$337 -77 Closed
KWM
613
Kiker Wealth Management
Georgia
– -$276 -63 Closed
MWM
614
MorganRosel Wealth Management
Colorado
– -$215 -49 Closed
ANBT
615
American National Bank & Trust
Texas
– -$149 -34 Closed
LFA
616
Livelsberger Financial Advisory
Ohio
– -$39 -9 Closed
HFS
617
Hughes Financial Services
Virginia
– -$30 -8 Closed
TFA
618
Transamerica Financial Advisors
Florida
– -$5 -1 Closed
CCM
619
Cloud Capital Management
Washington
– +$120 +25 New
21 22 23 24
25

LUMN Hedge Fund Activity: Q3 2025 in Review

543 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q3 2025, worth a combined $4.16B — up 31% from $3.18B a quarter earlier.

Fund positioning in LUMN was balanced in Q3 2025: 79 funds opened new positions, 79 closed out, 147 added to existing stakes and 165 trimmed.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $23.9M. The largest seller was Man Group, cutting an estimated $39M.

  • 543 institutional investors held Lumen (LUMN) as of Q3 2025, down from 552 in Q2 2025.
  • Funds reported $4.16B of Lumen stock for Q3 2025, up 31% quarter-over-quarter.
  • 79 funds opened new Lumen positions in Q3 2025 and 79 closed out, a net change of 0 holders.
  • The largest Lumen buyer in Q3 2025 was Contour Asset Management, an estimated $23.9M added.
  • The largest Lumen seller in Q3 2025 was Man Group, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2025.