We are live on ! Find out more
ADTN icon

Adtran

159 hedge funds and large institutions have $514M invested in Adtran in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,272% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $175K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

47% more capital invested

Capital invested by funds: $350M → $514M (+$164M)

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

5% more funds holding

Funds holding: 152159 (+7)

3.24% more ownership

Funds ownership: 74.57%77.82% (+3.2%)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
27
Increased
64
Reduced
49
Closed
20
Calls
$2.4M
Puts
$175K
Net Calls
+$2.23M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
151
Lindbrook Capital
California
$1.57K
TWD
152
True Wealth Design
Ohio
$933
PWMG
153
Private Wealth Management Group
New Jersey
$900
EWA
154
EverSource Wealth Advisors
Alabama
$308 +$273 +37 New
LFG
155
Larson Financial Group
Missouri
$300 +$266 +36 New
SS
156
SBI Securities
Japan
$100 +$89 +12 New
HNB
157
Huntington National Bank
Ohio
$29
IA
158
IFP Advisors
Florida
$17 +$15 +2 New
Amundi
159
Amundi
France
-$1.28M -221,365 Closed
JF
160
Jump Financial
Illinois
-$394K -66,409 Closed
HWM
161
HB Wealth Management
Georgia
-$268K -45,208 Closed
Walleye Capital
162
Walleye Capital
New York
-$185K -25,099 Closed
Point72 Asset Management
163
Point72 Asset Management
Connecticut
-$114K -19,265 Closed
TSS
164
Two Sigma Securities
New York
-$87.5K -14,752 Closed
BHCM
165
Brevan Howard Capital Management
Jersey
-$81.7K -13,781 Closed
Financial Engines Advisors
166
Financial Engines Advisors
California
-$71.7K -12,097 Closed
PP
167
Paloma Partners
Connecticut
-$68.2K -11,496 Closed
GC
168
Guggenheim Capital
Illinois
-$63.7K -10,745 Closed
VA
169
Vident Advisory
Georgia
-$61.8K -10,419 Closed
VI
170
Versor Investments
New York
-$59.9K -10,100 Closed
NC
171
nVerses Capital
Florida
-$30.8K -5,200 Closed
GCM
172
Gladius Capital Management
Illinois
-$28K -4,716 Closed
BTI
173
Blue Trust Inc
Georgia
-$24.7K -4,700 Closed
QL
174
Quarry LP
New York
-$8.59K -1,448 Closed
SPIA
175
Steward Partners Investment Advisory
New York
-$3.56K -600 Closed

ADTN Hedge Fund Activity: Q4 2024 in Review

159 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q4 2024, worth a combined $514M — up 47% from $350M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ADTN positions and 20 closed out — a net gain of 7 holders — while 64 added to existing stakes and 49 trimmed.

The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $11.5M. The largest seller was Divisar Capital Management, cutting an estimated $9.43M.

  • 159 institutional investors held Adtran (ADTN) as of Q4 2024, up from 152 in Q3 2024.
  • Funds reported $514M of Adtran stock for Q4 2024, up 47% quarter-over-quarter.
  • 27 funds opened new Adtran positions in Q4 2024 and 20 closed out, a net change of +7 holders.
  • The largest Adtran buyer in Q4 2024 was Schonfeld Strategic Advisors, an estimated $11.5M added.
  • The largest Adtran seller in Q4 2024 was Divisar Capital Management, an estimated $9.43M sold.

Based on aggregated 13F filings for Q4 2024.