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537 hedge funds and large institutions have $2.83B invested in Lumen in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 160 increasing their positions, 174 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.35% more ownership

Funds ownership: 70.04%70.39% (+0.35%)

8% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 174

3% less funds holding

Funds holding: 556537 (-19)

11% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 82

25% less call options, than puts

Call options by funds: $68.5M | Put options by funds: $90.7M

25% less capital invested

Capital invested by funds: $3.78B → $2.83B (-$947M)

Holders
537
Holders Change
-19
Holders Change %
-3.42%
% of All Funds
7.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
73
Increased
160
Reduced
174
Closed
82
Calls
$68.5M
Puts
$90.7M
Net Calls
-$22.2M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
201
Capula Management
Cayman Islands
$231K +$294K +59,024 New
ASN
202
Advisory Services Network
Georgia
$227K +$127K +25,415 +78%
QL
203
Quarry LP
New York
$216K +$274K +55,000 New
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$214K -$43K -8,627 -14%
AFG
205
Atomi Financial Group
New York
$209K -$9.16K -1,839 -3%
SSA
206
Schonfeld Strategic Advisors
New York
$203K -$64.5K -12,953 -20%
FFB
207
First Financial Bankshares
Texas
$202K
GFA
208
Gallagher Fiduciary Advisors
Illinois
$201K -$414K -83,167 -62%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$200K +$149K +29,947 +141%
DTL
210
Dynamic Technology Lab
Singapore
$200K -$314K -62,994 -55%
ECM
211
Evergreen Capital Management
Washington
$198K -$14.4K -2,880 -5%
IAMOG
212
Investors Asset Management of Georgia
Georgia
$198K -$2.37K -475 -0.9%
PA
213
Profund Advisors
Maryland
$181K -$51.1K -10,256 -18%
AWM
214
Avior Wealth Management
Nebraska
$180K +$20.5K +4,115 +10%
SAM
215
Storebrand Asset Management
Norway
$180K +$74.7K +15,000 +48%
FCBT
216
First Citizens Bank & Trust
North Carolina
$176K +$88.3K +17,716 +65%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$175K +$6.15K +1,235 +3%
SOW
218
State of Wyoming
Wyoming
$170K +$216K +43,417 New
PEAK6
219
PEAK6
Illinois
$167K +$212K +42,499 New
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$157K +$95.8K +19,216 +92%
SPWM
221
Straight Path Wealth Management
Michigan
$157K +$99.7K +20,000 +100%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$155K -$77.6K -15,581 -28%
KBC Group
223
KBC Group
Belgium
$154K -$1.6M -321,674 -89%
VF
224
Virtu Financial
New York
$154K -$475K -95,413 -71%
SCM
225
Shelton Capital Management
Colorado
$152K -$6.89K -1,383 -3%