531 hedge funds and large institutions have $4.16B invested in Lumen in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 144 increasing their positions, 160 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

4.51% less ownership

Funds ownership: 70.74%66.23% (-4.5%)

10% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 160

35% less call options, than puts

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

Holders
531
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.2M
Puts
$152M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XT
201
XTX Topco
Cayman Islands
$390K
GFA
202
Gallagher Fiduciary Advisors
Illinois
$387K
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$374K
CGH
204
Crossmark Global Holdings
Texas
$369K
NFG
205
Nations Financial Group
Iowa
$365K
SOW
206
State of Wyoming
Wyoming
$356K
ECM
207
Evergreen Capital Management
Washington
$353K
SHFA
208
SS&H Financial Advisors
Michigan
$348K
CPIG
209
Chicago Partners Investment Group
Illinois
$343K
Baird Financial Group
210
Baird Financial Group
Wisconsin
$343K
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$341K
AFG
212
Atomi Financial Group
New York
$341K
Corient Private Wealth
213
Corient Private Wealth
Florida
$337K
PF
214
Phoenix Financial
Israel
$328K
AWM
215
Avior Wealth Management
Nebraska
$327K
PAG
216
Private Advisor Group
New Jersey
$325K
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$319K
PA
218
Profund Advisors
Maryland
$262K
Nisa Investment Advisors
219
Nisa Investment Advisors
Missouri
$261K
SPWM
220
Straight Path Wealth Management
Michigan
$245K
DS
221
DRW Securities
Illinois
$244K
HI
222
Humankind Investments
New York
$240K
Nomura Asset Management
223
Nomura Asset Management
Japan
$237K
William Blair & Company
224
William Blair & Company
Illinois
$226K
SCM
225
Shelton Capital Management
Colorado
$225K