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Adtran

205 hedge funds and large institutions have $512M invested in Adtran in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $781K

261% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 18

29% more funds holding

Funds holding: 159205 (+46)

2% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 59

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less capital invested

Capital invested by funds: $514M → $512M (-$1.74M)

4.24% less ownership

Funds ownership: 77.82%73.57% (-4.2%)

Holders
205
Holders Change
+46
Holders Change %
+28.93%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
65
Increased
60
Reduced
59
Closed
18
Calls
$3.06M
Puts
$781K
Net Calls
+$2.28M
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Cinctive Capital Management
New York
$118K
XT
152
XTX Topco
Cayman Islands
$117K -$430K -42,715 -76%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$116K +$82.7K +8,214 +160%
LCM
154
Landscape Capital Management
New Jersey
$112K +$130K +12,881 New
FIM
155
Freedom Investment Management
Connecticut
$111K -$18.5K -1,840 -13%
Financial Engines Advisors
156
Financial Engines Advisors
California
$106K +$123K +12,200 New
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$104K +$96.6K +9,598 +411%
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$99K
Mariner
159
Mariner
Kansas
$94.9K +$110K +10,887 New
BP
160
Ballentine Partners
Massachusetts
$93.9K +$108K +10,771 New
KAS
161
Kestra Advisory Services
Texas
$89K +$103K +10,207 New
Royal Bank of Canada
162
Royal Bank of Canada
Ontario, Canada
$81K -$12.6K -1,247 -12%
PD
163
Point72 (DIFC)
United Arab Emirates
$79.7K +$69.7K +6,926 +312%
ACM
164
Aquatic Capital Management
Illinois
$78K +$22.7K +2,260 +34%
AIP
165
Ameritas Investment Partners
Nebraska
$67.6K
FIA
166
FNY Investment Advisers
New York
$65K +$75.5K +7,500 New
C
167
Covestor
United Kingdom
$54K +$62.6K +6,222 +62,220%
Walleye Capital
168
Walleye Capital
New York
$41.4K +$47.8K +4,751 New
Fidelity Investments
169
Fidelity Investments
Massachusetts
$39.1K +$14K +1,391 +45%
GI
170
GAMMA Investing
California
$27.4K -$362 -36 -1%
TRCT
171
Tower Research Capital (TRC)
New York
$25.2K -$3.58K -356 -11%
AB
172
Amalgamated Bank
New York
$24K
DJSG
173
D.J. St. Germain
Massachusetts
$21.8K +$25.2K +2,500 New
US Bancorp
174
US Bancorp
Minnesota
$20.2K +$1.49K +148 +7%
UB
175
UMB Bank
Missouri
$19.2K +$22.1K +2,200 New

ADTN Hedge Fund Activity: Q1 2025 in Review

205 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q1 2025, worth a combined $512M — down 0.34% from $514M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new ADTN positions and 18 closed out — a net gain of 47 holders — while 60 added to existing stakes and 59 trimmed.

The largest buyer was Royce & Associates, adding an estimated $9.25M. The largest seller was Paradigm Capital Management Inc, cutting an estimated $23.5M.

  • 205 institutional investors held Adtran (ADTN) as of Q1 2025, up from 159 in Q4 2024.
  • Funds reported $512M of Adtran stock for Q1 2025, down 0.34% quarter-over-quarter.
  • 65 funds opened new Adtran positions in Q1 2025 and 18 closed out, a net change of +47 holders.
  • The largest Adtran buyer in Q1 2025 was Royce & Associates, an estimated $9.25M added.
  • The largest Adtran seller in Q1 2025 was Paradigm Capital Management Inc, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2025.