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Adtran
ADTN

Overview Fund Activity

204 hedge funds and large institutions have $510M 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
Holders
204
Holders Change
+45
Holders Change %
+28.3%
% of All Funds
2.77%
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

Top Buyers

1
RA
Royce & Associates
New York
+$8.01M
2
Invesco
Invesco
Georgia
+$7.89M
3
BlackRock
BlackRock
New York
+$6.37M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.37M
5
Stifel Financial
Stifel Financial
Missouri
+$4.33M

Top Sellers

1
PCMI
Paradigm Capital Management Inc
New York
-$20.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$13.2M
3
SSA
Schonfeld Strategic Advisors
New York
-$12.8M
4
DnB Asset Management
DnB Asset Management
Norway
-$12.8M
5
DCM
Divisar Capital Management
California
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$11.8K +$11.8K +1,348 New
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$10.2K +$671 +77 +7%
Comerica Bank
178
Comerica Bank
Texas
$10.1K – – –
S
179
SignatureFD
Georgia
$9.58K -$1.43K -164 -13%
CCM
180
Coldstream Capital Management
Washington
$9.49K +$9.49K +1,088 New
SAM
181
Smartleaf Asset Management
Massachusetts
$8.29K -$6.24K -701 -43%
HI
182
Harbour Investments
Wisconsin
$6.98K +$6.98K +800 New
AAM
183
Advisors Asset Management
Colorado
$5.66K -$44 -5 -0.8%
VCM
184
Versant Capital Management
Arizona
$5.42K – – –
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$3.17K – – –
EWA
186
EverSource Wealth Advisors
Alabama
$3.04K +$2.72K +312 +843%
Optiver Holding
187
Optiver Holding
Netherlands
$2.51K +$2.51K +288 New
PA
188
Parallel Advisors
California
$2.4K – – –
RIL
189
Rothschild Investment LLC
Illinois
$2.22K +$480 +55 +28%
LC
190
Lindbrook Capital
California
$1.64K – – –
Jones Financial Companies
191
Jones Financial Companies
Missouri
$1.34K +$1.34K +151 New
TWD
192
True Wealth Design
Ohio
$1.22K +$244 +28 +25%
ACM
193
Aster Capital Management
United Arab Emirates
$1.19K +$1.19K +113 New
PWA
194
Physician Wealth Advisors
Utah
$1.07K +$1.07K +123 New
PFBT
195
Parkside Financial Bank & Trust
Missouri
$1.05K +$1.05K +120 New
AAP
196
Arax Advisory Partners
Colorado
$1.05K +$1.05K +120 New
PWMG
197
Private Wealth Management Group
New Jersey
$942 – – –
BIG
198
Brooklyn Investment Group
New York
$750 +$750 +86 New
SC
199
Stephens Consulting
Michigan
$349 +$349 +40 New
CIAM
200
Caitong International Asset Management
Hong Kong
$340 +$340 +39 New
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