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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
SCM
176
Sterling Capital Management
North Carolina
$11.8K -$11.7K -1,164 -46%
SPIA
177
Steward Partners Investment Advisory
New York
$11.8K +$13.6K +1,348 New
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$10.2K +$775 +77 +7%
Comerica Bank
179
Comerica Bank
Texas
$10.1K
S
180
SignatureFD
Georgia
$9.58K -$1.65K -164 -13%
CCM
181
Coldstream Capital Management
Washington
$9.49K +$10.9K +1,088 New
SAM
182
Smartleaf Asset Management
Massachusetts
$8.29K -$7.05K -701 -43%
HI
183
Harbour Investments
Wisconsin
$6.98K +$8.05K +800 New
AAM
184
Advisors Asset Management
Colorado
$5.66K -$50 -5 -0.8%
VCM
185
Versant Capital Management
Arizona
$5.42K
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$3.17K
EWA
187
EverSource Wealth Advisors
Alabama
$3.04K +$3.14K +312 +843%
Optiver Holding
188
Optiver Holding
Netherlands
$2.51K +$2.9K +288 New
PA
189
Parallel Advisors
California
$2.4K
RIL
190
Rothschild Investment LLC
Illinois
$2.22K +$554 +55 +28%
LC
191
Lindbrook Capital
California
$1.64K
Jones Financial Companies
192
Jones Financial Companies
Missouri
$1.34K +$1.52K +151 New
TWD
193
True Wealth Design
Ohio
$1.22K +$282 +28 +25%
ACM
194
Aster Capital Management
United Arab Emirates
$1.19K +$1.14K +113 New
PWA
195
Physician Wealth Advisors
Utah
$1.07K +$1.24K +123 New
AAP
196
Arax Advisory Partners
Colorado
$1.05K +$1.21K +120 New
PFBT
197
Parkside Financial Bank & Trust
Missouri
$1.05K +$1.21K +120 New
PWMG
198
Private Wealth Management Group
New Jersey
$942
BIG
199
Brooklyn Investment Group
New York
$750 +$866 +86 New
SC
200
Stephens Consulting
Michigan
$349 +$403 +40 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.