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Adtran
ADTN

Overview Fund Activity

192 hedge funds and large institutions have $534M invested in Adtran in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 72 reducing their positions, and 39 closing their positions.

Holders
192
Holders Change
-12
Holders Change %
-5.88%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
66
Reduced
72
Closed
39
Calls
$788K
Puts
$645K
Net Calls
+$143K
Net Calls Change
-$2.14M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$73.3M
2
SCM
2
SG Capital Management
Illinois
$7.6M
3
DCM
3
Divisar Capital Management
California
$37.9M
4
RA
4
Royce & Associates
New York
$18.9M
5
BlackRock
5
BlackRock
New York
$72.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.54M
2
DnB Asset Management
2
DnB Asset Management
Norway
$24.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.94M
4
Stifel Financial
4
Stifel Financial
Missouri
$398K
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
176
Osaic Holdings
Arizona
$4.68K -$130K -14,553 -97%
EWA
177
EverSource Wealth Advisors
Alabama
$4.55K +$1.42K +158 +45%
IA
178
IFP Advisors
Florida
$3.42K -$17 -2 Closed
SAM
179
Smartleaf Asset Management
Massachusetts
$3.24K -$5.04K -567 -61%
HAP
180
Harbor Asset Planning
Massachusetts
$2.6K +$2.6K +290 New
GRP
181
Global Retirement Partners
California
$2.35K +$2.35K +262 New
RIL
182
Rothschild Investment LLC
Illinois
$2.33K +$45 +5 +2%
PA
183
Parallel Advisors
California
$2.05K -$422 -47 -17%
SCM
184
Sterling Capital Management
North Carolina
$1.62K -$10.6K -1,179 -87%
Jones Financial Companies
185
Jones Financial Companies
Missouri
$1.34K – – –
PWMG
186
Private Wealth Management Group
New Jersey
$969 – – –
TPWA
187
Twin Peaks Wealth Advisors
California
$546 +$546 +60 New
CIAM
188
Caitong International Asset Management
Hong Kong
$413 +$63 +7 +18%
AssetMark Inc
189
AssetMark Inc
California
$305 +$305 +34 New
SS
190
SBI Securities
Japan
$108 – – –
HNB
191
Huntington National Bank
Ohio
$30 – – –
LFG
192
Larson Financial Group
Missouri
$27 -$297 -33 -92%
CA
193
Clearstead Advisors
Ohio
$9 +$9 +1 New
Alyeska Investment Group
194
Alyeska Investment Group
Illinois
– -$3.88M -445,264 Closed
ACA
195
Apis Capital Advisors
New York
– -$3.79M -435,000 Closed
D.E. Shaw & Co
196
D.E. Shaw & Co
New York
– -$1.94M -221,968 Closed
LCG
197
Lisanti Capital Growth
New York
– -$1.88M -215,555 Closed
SC
198
SummitTX Capital
Texas
– -$1.78M -204,474 Closed
Jane Street
199
Jane Street
New York
– -$1.75M -200,993 Closed
ECM
200
ExodusPoint Capital Management
New York
– -$1.74M -200,014 Closed
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