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Adtran

221 hedge funds and large institutions have $659M invested in Adtran in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 83 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $5.2M | Put options by funds: $1.53M

147% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 58

23% more capital invested

Capital invested by funds: $534M → $659M (+$125M)

15% more funds holding

Funds holding: 193221 (+28)

10.01% more ownership

Funds ownership: 74.39%84.4% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
221
Holders Change
+28
Holders Change %
+14.51%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
83
Reduced
58
Closed
19
Calls
$5.2M
Puts
$1.53M
Net Calls
+$3.67M
Net Calls Change
+$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$5.18K +$419 +45 +9%
AAM
202
Advisors Asset Management
Colorado
$4.65K -$1.25K -134 -21%
JFGIW
203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.78K +$2.76K +296 New
HAP
204
Harbor Asset Planning
Massachusetts
$2.72K
GRP
205
Global Retirement Partners
California
$2.46K
PA
206
Parallel Advisors
California
$2.14K
SPIA
207
Steward Partners Investment Advisory
New York
$1.97K -$6.88K -738 -78%
RIL
208
Rothschild Investment LLC
Illinois
$1.92K -$512 -55 -21%
SCM
209
Sterling Capital Management
North Carolina
$1.69K
Jones Financial Companies
210
Jones Financial Companies
Missouri
$1.4K
PWMG
211
Private Wealth Management Group
New Jersey
$1.01K
EP
212
Essential Partners
California
$882 +$624 +67 +248%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$582 +$578 +62 New
BTI
214
Blue Trust Inc
Georgia
$563 +$559 +60 New
AF
215
Allworth Financial
California
$385 +$382 +41 New
AssetMark Inc
216
AssetMark Inc
California
$319
CA
217
Clearstead Advisors
Ohio
$282 +$270 +29 +2,900%
FFA
218
Farther Finance Advisors
California
$159 +$158 +17 New
SS
219
SBI Securities
Japan
$113
HNB
220
Huntington National Bank
Ohio
$30
IA
221
IFP Advisors
Florida
$28 +$28 +3 New
SCM
222
SG Capital Management
Illinois
-$7.6M -847,417 Closed
Walleye Capital
223
Walleye Capital
New York
-$2.14M -238,963 Closed
Norges Bank
224
Norges Bank
Norway
-$1.78M -198,100 Closed
Lazard Asset Management
225
Lazard Asset Management
New York
-$1.58M -176,300 Closed

ADTN Hedge Fund Activity: Q3 2025 in Review

221 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q3 2025, worth a combined $659M — up 23% from $534M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ADTN positions and 19 closed out — a net gain of 28 holders — while 83 added to existing stakes and 58 trimmed.

The largest buyer was Ophir Asset Management, opening a new position worth an estimated $11.2M. The largest seller was Divisar Capital Management, cutting an estimated $9.47M.

  • 221 institutional investors held Adtran (ADTN) as of Q3 2025, up from 193 in Q2 2025.
  • Funds reported $659M of Adtran stock for Q3 2025, up 23% quarter-over-quarter.
  • 47 funds opened new Adtran positions in Q3 2025 and 19 closed out, a net change of +28 holders.
  • The largest Adtran buyer in Q3 2025 was Ophir Asset Management, an estimated $11.2M added.
  • The largest Adtran seller in Q3 2025 was Divisar Capital Management, an estimated $9.47M sold.

Based on aggregated 13F filings for Q3 2025.