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Adtran

193 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, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $788K | Put options by funds: $645K

4% more capital invested

Capital invested by funds: $512M → $534M (+$21.3M)

0.82% more ownership

Funds ownership: 73.57%74.39% (+0.82%)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

6% less funds holding

Funds holding: 205193 (-12)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

28% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 39

Holders
193
Holders Change
-12
Holders Change %
-5.85%
% of All Funds
2.54%
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
73
Closed
39
Calls
$788K
Puts
$645K
Net Calls
+$143K
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
176
True Wealth Design
Ohio
$5.2K +$3.51K +440 +314%
EWA
177
EverSource Wealth Advisors
Alabama
$4.55K +$1.26K +158 +45%
IA
178
IFP Advisors
Florida
$3.42K -$16 -2 Closed
SAM
179
Smartleaf Asset Management
Massachusetts
$3.23K -$4.52K -567 -61%
HAP
180
Harbor Asset Planning
Massachusetts
$2.6K +$2.31K +290 New
GRP
181
Global Retirement Partners
California
$2.35K +$2.09K +262 New
RIL
182
Rothschild Investment LLC
Illinois
$2.33K +$40 +5 +2%
PA
183
Parallel Advisors
California
$2.04K -$375 -47 -17%
SCM
184
Sterling Capital Management
North Carolina
$1.61K -$9.4K -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 +$479 +60 New
CIAM
188
Caitong International Asset Management
Hong Kong
$413 +$56 +7 +18%
AssetMark Inc
189
AssetMark Inc
California
$305 +$271 +34 New
EP
190
Essential Partners
California
$242 +$215 +27 New
SS
191
SBI Securities
Japan
$108
HNB
192
Huntington National Bank
Ohio
$30
LFG
193
Larson Financial Group
Missouri
$27 -$263 -33 -92%
CA
194
Clearstead Advisors
Ohio
$9 +$8 +1 New
Alyeska Investment Group
195
Alyeska Investment Group
Illinois
-$3.88M -445,264 Closed
ACA
196
Apis Capital Advisors
New York
-$3.79M -435,000 Closed
D.E. Shaw & Co
197
D.E. Shaw & Co
New York
-$1.94M -221,968 Closed
LCG
198
Lisanti Capital Growth
New York
-$1.88M -215,555 Closed
SC
199
SummitTX Capital
Texas
-$1.78M -204,474 Closed
Jane Street
200
Jane Street
New York
-$1.75M -200,993 Closed

ADTN Hedge Fund Activity: Q2 2025 in Review

193 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q2 2025, worth a combined $534M — up 4.2% from $512M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of ADTN and 28 opened new positions — a net loss of 11 holders — while 73 trimmed existing stakes and 66 added.

The largest buyer was Vanguard Group, adding an estimated $8.55M. The largest seller was Invesco, cutting an estimated $7.18M.

  • 193 institutional investors held Adtran (ADTN) as of Q2 2025, down from 205 in Q1 2025.
  • Funds reported $534M of Adtran stock for Q2 2025, up 4.2% quarter-over-quarter.
  • 28 funds opened new Adtran positions in Q2 2025 and 39 closed out, a net change of -11 holders.
  • The largest Adtran buyer in Q2 2025 was Vanguard Group, an estimated $8.55M added.
  • The largest Adtran seller in Q2 2025 was Invesco, an estimated $7.18M sold.

Based on aggregated 13F filings for Q2 2025.