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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
BlackRock
1
BlackRock
New York
$66.3M +$7.35M +730,099 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$61.9M +$5.05M +501,512 +8%
DnB Asset Management
3
DnB Asset Management
Norway
$31M -$14.8M -1,470,786 -29%
DCM
4
Divisar Capital Management
California
$29.9M -$13.9M -1,377,520 -29%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$27.4M -$15.2M -1,508,052 -32%
State Street
6
State Street
Massachusetts
$16.7M +$1.66M +164,669 +9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$15.9M +$259K +25,783 +1%
RA
8
Royce & Associates
New York
$12.3M +$9.25M +919,000 +189%
Invesco
9
Invesco
Georgia
$10.3M +$9.11M +905,056 +325%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$9.98M -$1.03M -102,700 -8%
NIM
11
Needham Investment Management
New York
$9.77M -$1.26M -125,000 -10%
Morgan Stanley
12
Morgan Stanley
New York
$9.09M -$1.43M -142,444 -12%
TCM
13
Tieton Capital Management
Washington
$8.38M -$2.33M -231,270 -19%
WCM
14
Westerly Capital Management
California
$7.28M -$956K -95,000 -10%
Renaissance Technologies
15
Renaissance Technologies
New York
$7.13M +$4.93M +489,889 +149%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7M -$56.4K -5,605 -0.7%
Federated Hermes
17
Federated Hermes
Pennsylvania
$6.65M -$169K -16,779 -2%
Northern Trust
18
Northern Trust
Illinois
$6.49M +$629K +62,537 +9%
Charles Schwab
19
Charles Schwab
California
$6.14M -$530K -52,626 -7%
KA
20
Kovack Advisors
Florida
$6.03M -$1.09M -108,700 -14%
JP Morgan Chase
21
JP Morgan Chase
New York
$5.2M -$2.69M -267,160 -31%
Stifel Financial
22
Stifel Financial
Missouri
$4.48M +$5M +496,918 +2,923%
Bank of America
23
Bank of America
North Carolina
$4.42M -$1.28M -126,970 -20%
1CM
24
1492 Capital Management
Wisconsin
$4.19M +$1.17M +116,192 +32%
Tudor Investment Corp
25
Tudor Investment Corp
Connecticut
$4.18M +$2.02M +200,679 +72%

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.