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American Tower

1,793 hedge funds and large institutions have $79.7B invested in American Tower in 2024 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 605 increasing their positions, 787 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.04% more ownership

Funds ownership: 91.83%92.87% (+1%)

3% less call options, than puts

Call options by funds: $365M | Put options by funds: $376M

7% less first-time investments, than exits

New positions opened: 205 | Existing positions closed: 220

3% less funds holding

Funds holding: 1,8431,793 (-50)

20% less capital invested

Capital invested by funds: $99.4B → $79.7B (-$19.7B)

23% less repeat investments, than reductions

Existing positions increased: 605 | Existing positions reduced: 787

26% less funds holding in top 10

Funds holding in top 10: 3828 (-10)

Holders
1,793
Holders Change
-50
Holders Change %
-2.71%
% of All Funds
23.62%
Holding in Top 10
28
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-26.32%
% of All Funds
0.37%
New
205
Increased
605
Reduced
787
Closed
220
Calls
$365M
Puts
$376M
Net Calls
-$11.9M
Net Calls Change
-$99.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1001
Geneos Wealth Management
Colorado
$814K +$40.4K +195 +5%
FWA
1002
FSM Wealth Advisors
Ohio
$814K -$22.4K -108 -2%
PA
1003
Pinnacle Associates
New York
$807K -$7.67K -37 -0.8%
MA
1004
Mutual Advisors
Nebraska
$799K -$5.18K -25 -0.6%
TWM
1005
Thrive Wealth Management
Pennsylvania
$799K -$208K -1,005 -19%
LWA
1006
Lineweaver Wealth Advisors
Ohio
$798K +$91.4K +441 +11%
FRA
1007
Frank Rimerman Advisors
California
$798K +$52.6K +254 +6%
FWM
1008
Forza Wealth Management
Florida
$792K -$78.3K -378 -8%
CFFP
1009
Center for Financial Planning
Michigan
$791K
WE
1010
Wealth Effects
Massachusetts
$789K -$62.2K -300 -7%
LJAC
1011
L.J. Altfest & Co
New York
$785K +$28.6K +138 +3%
EFS
1012
Essex Financial Services
Connecticut
$784K -$13.9K -67 -2%
JIR
1013
James Investment Research
Ohio
$783K -$1.11M -5,336 -56%
FWCM
1014
Ferguson Wellman Capital Management
Oregon
$779K +$152K +735 +21%
DIM
1015
Delta Investment Management
California
$773K +$288K +1,392 +49%
GJWM
1016
Gilliland Jeter Wealth Management
Arkansas
$772K +$622 +3 +0.1%
ST
1017
Smithfield Trust
Pennsylvania
$771K -$12.6K -61 -1%
AAM
1018
Azzad Asset Management
Virginia
$769K -$1.21M -5,835 -58%
HTHT
1019
Hemenway Trust Hemenway Trust
New Hampshire
$767K -$36.7K -177 -4%
CAG
1020
Csenge Advisory Group
Florida
$764K -$355K -1,711 -29%
PFA
1021
Pathway Financial Advisers
Indiana
$763K -$26.1K -126 -3%
PWP
1022
Principle Wealth Partners
Connecticut
$763K +$33.2K +160 +4%
RFC
1023
Regions Financial Corp
Alabama
$762K -$2.9K -14 -0.3%
AWP
1024
Accretive Wealth Partners
New Jersey
$761K -$64.4K -311 -7%
LT
1025
Legacy Trust
Michigan
$753K -$32.5K -157 -4%