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Lumen
LUMN

Overview Fund Activity

546 hedge funds and large institutions have $3.18B invested in Lumen in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 155 increasing their positions, 172 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+14
Holders Change %
+2.63%
% of All Funds
7.33%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
81
Increased
155
Reduced
172
Closed
58
Calls
$62.2M
Puts
$98.5M
Net Calls
-$36.3M
Net Calls Change
-$14.1M

Top Buyers

1
PCM
1
Palestra Capital Management
New York
$48.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49.6M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$77.6M
4
CRC
4
Curi RMB Capital
Illinois
$14.1M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$14.5M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$19.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$49.3M
3
Charles Schwab
3
Charles Schwab
California
$76.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$14.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$280K – – –
MML Investors Services
202
MML Investors Services
Massachusetts
$278K -$3.2K -730 -1%
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$276K -$94.5K -21,544 -26%
ASN
204
Advisory Services Network
Georgia
$276K +$18.5K +4,150 +7%
GFA
205
Gallagher Fiduciary Advisors
Illinois
$275K +$49.8K +11,373 +22%
CGH
206
Crossmark Global Holdings
Texas
$264K -$407 -93 -0.2%
SRL
207
Scientech Research LLC
New Jersey
$245K +$245K +55,857 New
IAMOG
208
Investors Asset Management of Georgia
Georgia
$241K +$19.7K +4,500 +9%
AFG
209
Atomi Financial Group
New York
$235K +$1.88K +429 +0.8%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$233K +$60K +13,702 +35%
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$233K -$6.76K -1,543 -3%
PF
212
Phoenix Financial
Israel
$228K +$98.2K +22,409 +76%
FFB
213
First Financial Bankshares
Texas
$226K – – –
PA
214
Profund Advisors
Maryland
$202K -$867 -198 -0.4%
AWM
215
Avior Wealth Management
Nebraska
$201K -$180 -41 -0.1%
GC
216
Guggenheim Capital
Illinois
$199K -$245K -56,010 -55%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$198K +$1.59K +364 +0.8%
QC
218
Quantessence Capital
New York
$194K +$194K +44,178 New
HI
219
Humankind Investments
New York
$177K +$33.1K +7,549 +23%
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$177K +$62.2K +14,202 +54%
SPWM
221
Straight Path Wealth Management
Michigan
$175K – – –
PAG
222
Private Advisor Group
New Jersey
$171K +$810 +185 +0.5%
Nomura Asset Management
223
Nomura Asset Management
Japan
$170K – – –
BPC
224
Bryce Point Capital
New York
$169K +$169K +38,640 New
Wolverine Trading
225
Wolverine Trading
Illinois
$168K -$222K -49,115 -57%
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