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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
BlackRock
1
BlackRock
New York
$586M +$7.03M +1,409,811 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$429M +$515K +103,419 +0.1%
State Street
3
State Street
Massachusetts
$190M -$8.55M -1,716,458 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$94M +$2.96M +593,985 +3%
Charles Schwab
5
Charles Schwab
California
$88.9M -$18.9M -3,798,721 -14%
First Trust Advisors
6
First Trust Advisors
Illinois
$73.4M +$2.39M +480,522 +3%
Morgan Stanley
7
Morgan Stanley
New York
$67M +$26.1M +5,231,803 +44%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$60.5M -$11.1M -2,229,744 -13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$53.5M +$19.1M +3,825,168 +39%
Northern Trust
10
Northern Trust
Illinois
$48.2M -$239K -47,986 -0.4%
FSCM
11
Front Street Capital Management
Montana
$46.4M +$57.1K +11,451 +0.1%
Norges Bank
12
Norges Bank
Norway
$46.1M -$1.13M -227,260 -2%
Renaissance Technologies
13
Renaissance Technologies
New York
$44.3M -$1.85M -370,606 -3%
Man Group
14
Man Group
United Kingdom
$43.6M +$46.7M +9,376,954 +537%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$43.5M -$8.07M -1,618,800 -13%
Goldman Sachs
16
Goldman Sachs
New York
$42.2M +$624K +125,320 +1%
UBS Group
17
UBS Group
Switzerland
$40.8M +$3.88M +777,662 +8%
Invesco
18
Invesco
Georgia
$40.3M +$24.9M +4,993,403 +95%
LAII
19
LM Asset (IM) Inc
British Columbia, Canada
$38.4M +$4.97M +996,900 +11%
Two Sigma Investments
20
Two Sigma Investments
New York
$35.5M +$1.03M +206,040 +2%
Allianz Asset Management
21
Allianz Asset Management
Germany
$34.4M +$4.89M +982,038 +13%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$30.5M +$1.43M +286,200 +4%
HAI
23
Hennessy Advisors Inc
California
$30.3M -$3.77M -756,300 -9%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$29.2M +$17.7M +3,555,906 +91%
N
25
Nuveen
North Carolina
$26.5M +$18.1M +3,641,743 +117%