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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: 47 (+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: 552543 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GFA
201
Gallagher Fiduciary Advisors
Illinois
$387K +$2.5K +520 +0.8%
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$374K -$14K -2,926 -5%
CGH
203
Crossmark Global Holdings
Texas
$369K +$120 +25 +0%
NFG
204
Nations Financial Group
Iowa
$365K -$31K -6,450 -10%
SOW
205
State of Wyoming
Wyoming
$356K +$273K +56,812 +4,132%
ECM
206
Evergreen Capital Management
Washington
$353K +$125K +26,122 +83%
SHFA
207
SS&H Financial Advisors
Michigan
$348K +$273K +56,943 New
CPIG
208
Chicago Partners Investment Group
Illinois
$343K +$149 +31 +0.1%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$343K +$118K +24,590 +78%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$341K +$12.4K +2,592 +5%
AFG
211
Atomi Financial Group
New York
$341K +$9.49K +1,978 +4%
Corient Private Wealth
212
Corient Private Wealth
Florida
$337K +$109K +22,664 +70%
PF
213
Phoenix Financial
Israel
$328K +$7.07K +1,473 +3%
AWM
214
Avior Wealth Management
Nebraska
$327K +$36.2K +7,539 +16%
PAG
215
Private Advisor Group
New Jersey
$325K +$67.7K +14,099 +36%
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$319K -$51.7K -10,768 -17%
SAM
217
Storebrand Asset Management
Norway
$281K
SLAM
218
Swiss Life Asset Management
$272K +$89.4K +18,620 +72%
PA
219
Profund Advisors
Maryland
$262K -$15.9K -3,316 -7%
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$261K +$10.3K +2,151 +5%
SA
221
Sanctuary Advisors
Indiana
$256K +$123K +25,717 +160%
SPWM
222
Straight Path Wealth Management
Michigan
$245K
DS
223
DRW Securities
Illinois
$244K -$142K -29,689 -43%
HI
224
Humankind Investments
New York
$240K -$6.33K -1,319 -3%
Nomura Asset Management
225
Nomura Asset Management
Japan
$237K