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Lumen Technologies, Inc. hedge fund holdings

LUMNNYSE
$5.75+0.16 (+2.86%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

LUMN · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-9.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025165169$244M$230M515Aug 14, 2025
Q3 2025160165$280M$388M516Nov 14, 2025
Q4 2025213143$621M$456M563Feb 14, 2026
Q1 2026195161$442M$355M568May 15, 2026
Q2 2026205160$475M$508M582Aug 14, 2026

Quarterly action breakdown

Q2 2026
582 filers
New position
68
$35.5M+4.62M sh
Increased
137
$440M+57.3M sh
Reduced
115
-$462M-60.1M sh
Out / sold
45
-$46.7M-6.08M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
First Trust Advisors LPReduce 20.59%-$20.2M$77.9M0.05%Aug 11, 2026
T. Rowe Price Investment Management, Inc.New Buy+$11.6M$11.6M0.01%Aug 14, 2026
Brigade Capital Management, LPReduce 70.27%-$9.98M$4.22M0.79%Aug 14, 2026
Bessemer Group IncAdded 211.65%+$9.87M$14.5M0.02%Aug 12, 2026
Voleon Capital Management LPAdded 57.58%+$7.09M$19.4M0.35%Aug 14, 2026
Healthcare of Ontario Pension Plan Trust FundAdded 37.71%+$6.44M$23.5M0.03%Aug 13, 2026
Westerly Capital Management, LLCReduce 36.36%-$6.14M$10.8M1.98%Aug 14, 2026
LM Asset Management Inc.Reduce 15.23%-$5.8M$32.3M20.01%Aug 11, 2026
Public Sector Pension Investment BoardAdded 20.17%+$5.77M$34.4M0.09%Aug 13, 2026
Mitsubishi UFJ Trust & Banking CorpReduce 81.58%-$4.67M$1.05M0.00%Aug 6, 2026
Congress Asset Management CoAdded 131.27%+$4.28M$7.54M0.05%Jul 7, 2026
Front Street Capital Management, Inc.Reduce 3.35%-$3.24M$93.5M10.61%Aug 14, 2026
Sora Investors LLCNew Buy+$2.59M$2.59M0.20%Aug 14, 2026
Caxton Associates LLPNew Buy+$1.9M$1.9M0.04%Aug 14, 2026
Edgestream Partners, L.P.Added 64.86%+$1.89M$4.79M0.14%Aug 11, 2026
VARCOV Co.New Buy+$1.82M$1.82M0.69%Aug 14, 2026
Gendell Jeffrey LAdded 4.73%+$1.73M$38.3M0.34%Aug 14, 2026
Ensign Peak Advisors, IncReduce 81.21%-$1.68M$389K0.00%Aug 14, 2026
Gotham Asset Management, LLCNew Buy+$1.49M$1.49M0.00%Aug 14, 2026
Capital Fund Management S.A.Added 235.25%+$1.47M$2.1M0.01%Aug 13, 2026
Vaughan Nelson Investment Management, L.P.Added 3.28%+$1.33M$42M0.37%Jul 16, 2026
Penn Capital Management Company, LLCReduce 5.93%-$1.24M$19.6M1.24%Jul 30, 2026
State of Alaska, Department of RevenueReduce 30.63%-$1.18M$2.67M0.03%Jul 20, 2026
Hussman Strategic Advisors, Inc.New Buy+$1.13M$1.13M0.26%Aug 3, 2026
Gateway Investment Advisers LLCAdded 810.55%+$1.08M$1.21M0.01%Jul 20, 2026
Thrivent Financial for LutheransAdded 19.67%+$954K$5.81M0.01%Aug 14, 2026
Zacks Investment ManagementNew Buy+$901K$901K0.01%Aug 13, 2026
October Effect LtdAdded 68.46%+$862K$2.12M2.00%Jul 21, 2026
CapWealth Advisors, LLCAdded 1.59%+$854K$54.7M3.75%Jul 28, 2026
Mariner Investment Group LLCAdded 133.33%+$768K$1.34M0.29%Jul 27, 2026
Plustick Management LLCAdded 25.00%+$768K$3.84M1.43%Aug 14, 2026
Canada Pension Plan Investment BoardReduce 8.12%-$730K$8.26M0.00%Aug 14, 2026
Bridgewater Associates, LPReduce 64.52%-$684K$376K0.00%Aug 14, 2026
Jefferies Financial Group Inc.New Buy+$640K$640K0.00%Aug 17, 2026
Empowered Funds, LLCReduce 59.31%-$606K$416K0.00%Aug 17, 2026
Lighthouse Investment Partners, LLCReduce 79.46%-$604K$156K0.00%Aug 14, 2026
Lonestar Capital Management LLCAdded 17.65%+$576K$3.84M1.11%Aug 14, 2026
IMC-Chicago, LLCReduce 36.41%-$567K$990K0.00%Aug 6, 2026
New Age Alpha Advisors, LLCNew Buy+$561K$561K0.02%Aug 13, 2026
KBC Group NVReduce 69.58%-$551K$241K0.00%Aug 5, 2026
Old West Investment Management, LLCNew Buy+$505K$505K0.05%Aug 6, 2026
Fox Run Management, L.L.C.Added 166.85%+$503K$804K0.13%Aug 4, 2026
Clayton Partners LLCReduce 24.53%-$499K$1.54M1.01%Aug 14, 2026
Unifi Asset Management LPSell 100%-$494K$00.00%Aug 7, 2026
Miller Capital Partners, Inc.Added 22.41%+$455K$2.48M0.97%Aug 12, 2026
Bridgefront Capital, LLCReduce 55.49%-$418K$335K0.09%Aug 14, 2026
Perigon Wealth Management, LLCAdded 85.31%+$412K$895K0.01%Aug 7, 2026
Axq Capital, LPSell 100%-$412K$00.00%Aug 6, 2026
Soviero Asset Management, LPReduce 10.00%-$384K$3.46M1.45%Aug 14, 2026
Arkadios Wealth AdvisorsReduce 7.88%-$375K$4.38M0.07%Aug 10, 2026
Massachusetts Financial Services CoAdded 47.86%+$370K$1.14M0.00%Aug 3, 2026
&PartnersAdded 299.34%+$367K$489K0.00%Aug 14, 2026
SS&H Financial Advisors, Inc.Sell 100%-$365K$00.00%Aug 4, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 5.48%+$365K$7.02M0.00%Aug 13, 2026
Van den Berg Management I, IncReduce 1.84%-$343K$18.3M3.87%Aug 14, 2026
Quantitative Investment Management, LLCSell 100%-$338K$00.00%Aug 14, 2026
Fulcrum Asset Management LLPNew Buy+$329K$329K0.03%Aug 18, 2026
AlphaGrep UK LtdAdded 116.86%+$328K$609K0.18%Aug 14, 2026
GK Wealth Management LLCNew Buy+$328K$328K0.17%Jul 7, 2026
MML Investors Services, LLCAdded 36.76%+$293K$1.09M0.00%Aug 7, 2026
Handelsbanken Fonder ABAdded 14.14%+$293K$2.36M0.01%Jul 10, 2026
Legacy Advisors, LLCNew Buy+$272K$272K0.03%Jul 24, 2026
Campbell & CO Investment Adviser LLCNew Buy+$271K$271K0.01%Aug 3, 2026
Jain Global LLCNew Buy+$252K$252K0.00%Aug 14, 2026
Natixis Advisors, LLCAdded 3.09%+$252K$8.4M0.01%Aug 14, 2026
Nations Financial Group Inc, /Ia/Added 48.25%+$246K$756K0.04%Jul 23, 2026
State of New Jersey Common Pension Fund DReduce 9.10%-$243K$2.42M0.01%Aug 4, 2026
Abacus Wealth Partners, LLCSell 100%-$236K$00.00%Jul 22, 2026
Archer Investment CorpAdded 136.21%+$231K$401K0.04%Aug 19, 2026
Sentinel Dome Partners, LLCAdded 9.91%+$230K$2.56M1.86%Aug 14, 2026
Aristeia Capital, L.L.C.Reduce 29.81%-$230K$542K0.01%Aug 14, 2026
Segall Bryant & Hamill, LLCSell 100%-$222K$00.00%Aug 12, 2026
Wolff Wiese Magana LLCNew Buy+$221K$221K0.10%Jul 13, 2026
Yousif Capital Management, LLCReduce 8.02%-$214K$2.45M0.03%Jul 16, 2026
J. Derek Lewis & Associates Inc.Added 263.99%+$203K$280K0.05%Jul 31, 2026
Quantinno Capital Management LPAdded 14.44%+$200K$1.58M0.00%Aug 13, 2026
Vinva Investment Management LtdReduce 55.77%-$184K$146K0.00%Aug 14, 2026
Guggenheim Capital LLCAdded 60.00%+$183K$488K0.00%Aug 12, 2026
Asempa Wealth AdvisorsNew Buy+$178K$178K0.13%Jul 13, 2026
Hilton Capital Management, LLCAdded 5.40%+$174K$3.39M0.23%Aug 4, 2026
Polymer Capital Management (US) LLCNew Buy+$170K$170K0.02%Aug 14, 2026
GTS Securities LLCSell 100%-$165K$00.00%Aug 14, 2026
Highline Wealth Partners LLCNew Buy+$154K$154K0.03%Jul 15, 2026
Hancock Whitney CorpAdded 31.18%+$141K$594K0.01%Aug 14, 2026
Secure Asset Management, LLCSell 100%-$136K$00.00%Jul 15, 2026
Nomura Asset Management Co LtdReduce 47.81%-$134K$147K0.00%Aug 13, 2026
Cidel Asset Management IncReduce 22.10%-$134K$473K0.02%Jul 17, 2026
Lido Advisors, LLCNew Buy+$126K$126K0.00%Aug 7, 2026
Laird Norton Wetherby Trust Company, LLCNew Buy+$124K$124K0.00%Aug 14, 2026
World Investment AdvisorsReduce 50.28%-$122K$120K0.00%Aug 14, 2026
Requisite Capital Management, LLCNew Buy+$117K$117K0.02%Aug 7, 2026
Compagnie Lombard Odier SCmAReduce 21.43%-$115K$422K0.00%Jul 29, 2026
Numerai GP LLCSell 100%-$115K$00.00%Aug 14, 2026
JT Stratford LLCAdded 3.61%+$114K$3.29M0.36%Aug 14, 2026
Cibc World Market Inc.New Buy+$109K$109K0.00%Aug 13, 2026
Thompson David BlairReduce 55.86%-$105K$82.7K0.04%Aug 14, 2026
Inceptionr LLCSell 100%-$103K$00.00%Aug 11, 2026
Alta Wealth Advisors LLCNew Buy+$100K$100K0.03%Jul 30, 2026
Vise Technologies, Inc.Sell 100%-$99.3K$00.00%Aug 11, 2026
Highbridge Capital Management LLCAdded 11.43%+$95.5K$931K0.02%Aug 14, 2026

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