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227 hedge funds and large institutions have $987M invested in Adtran in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 86 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

89% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $943K

61% more capital invested

Capital invested by funds: $612M → $987M (+$376M)

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

34% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 64

9.53% more ownership

Funds ownership: 87.81%97.35% (+9.5%)

7% more funds holding

Funds holding: 213227 (+14)

Holders
227
Holders Change
+14
Holders Change %
+6.57%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
50
Increased
86
Reduced
64
Closed
31
Calls
$1.78M
Puts
$943K
Net Calls
+$842K
Net Calls Change
-$807K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Smartleaf Asset Management
Massachusetts
$5.38K -$3.27K -323 -42%
Los Angeles Capital Management
202
Los Angeles Capital Management
California
$4.71K -$297K -29,310 -99%
FFA
203
Farther Finance Advisors
California
$3.93K +$2.82K +278 +897%
JFGIW
204
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.72K
Jones Financial Companies
205
Jones Financial Companies
Missouri
$3.62K +$1.31K +129 +85%
RFP
206
Root Financial Partners
California
$3.47K +$2.8K +276 New
BWA
207
Basecamp Wealth Advisors
Washington
$3.18K +$2.56K +253 New
AAP
208
Arax Advisory Partners
Colorado
$3.08K +$2.43K +240 +4,800%
PA
209
Parallel Advisors
California
$2.87K
IA
210
IFP Advisors
Florida
$2.53K +$2.01K +198 +6,600%
TWD
211
True Wealth Design
Ohio
$2.44K
EP
212
Essential Partners
California
$1.95K +$1.25K +123 +384%
QL
213
Quarry LP
New York
$1.53K +$1.24K +122 New
AssetMark Inc
214
AssetMark Inc
California
$1.52K +$882 +87 +256%
NEWAS
215
N.E.W. Advisory Services
Wisconsin
$1.26K -$101 -10 -9%
PWMG
216
Private Wealth Management Group
New Jersey
$1.11K
KFAS
217
Keating Financial Advisory Services
Kansas
$1.11K +$892 +88 New
TPWA
218
Twin Peaks Wealth Advisors
California
$755 +$608 +60 New
WPA
219
Wealth Preservation Advisors
Tennessee
$667 +$537 +53 New
SIC
220
SJS Investment Consulting
Ohio
$617 +$497 +49 New
TM
221
Torren Management
California
$579
SS
222
SBI Securities
Japan
$289 +$101 +10 +77%
BGAI
223
Bruce G. Allen Investments
Colorado
$264 +$213 +21 New
JWM
224
JPL Wealth Management
Colorado
$240 +$193 +19 New
LFG
225
Larson Financial Group
Missouri
$101