2,826 hedge funds and large institutions have $135B invested in AT&T in 2025 Q2 according to their latest regulatory filings, with 214 funds opening new positions, 1,264 increasing their positions, 1,068 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,826
Holders Change
+7
Holders Change %
+0.25%
% of All Funds
37.87%
Holding in Top 10
53
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-31.17%
% of All Funds
0.71%
New
214
Increased
1,264
Reduced
1,068
Closed
150
Calls
$1.7B
Puts
$1.45B
Net Calls
+$254M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
1301
Prestige Wealth Management Group
New Jersey
$1M -$178K -6,161 -15%
TWPM
1302
Total Wealth Planning & Management
Florida
$1,000K -$54.4K -1,881 -5%
SAM
1303
Seelaus Asset Management
New Jersey
$999K -$11.9K -410 -1%
CLOS
1304
Compagnie Lombard Odier SCmA
Switzerland
$997K
HVIA
1305
Hudson Valley Investment Advisors
New York
$996K -$30.7K -1,060 -3%
RWM
1306
RKL Wealth Management
Pennsylvania
$994K -$521 -18 -0.1%
DTC
1307
Davidson Trust Company
Washington
$993K -$44.3K -1,531 -4%
RWPA
1308
Richard W. Paul & Associates
Michigan
$991K -$223K -7,706 -18%
FNA
1309
First National Advisers
Nebraska
$990K +$6.83K +236 +0.7%
TCA
1310
Transcend Capital Advisors
New Jersey
$989K -$10.2K -354 -1%
CWA
1311
Centennial Wealth Advisory
Michigan
$988K -$207K -7,134 -17%
LWM
1312
LongView Wealth Management
Georgia
$987K -$227K -7,829 -19%
MWA
1313
Meridian Wealth Advisors
Texas
$986K
AC
1314
Apella Capital
Connecticut
$985K -$6.51K -229 -0.7%
OL
1315
Owen LaRue
Kentucky
$983K +$311K +10,733 +46%
GLR
1316
Great Lakes Retirement
Ohio
$983K +$983K +33,961 New
BAM
1317
BOS Asset Management
Illinois
$982K +$10K +347 +1%
CCWM
1318
Cassaday & Co Wealth Management
Virginia
$979K -$11.2K -387 -1%
DCM
1319
Donaldson Capital Management
Indiana
$979K +$56.4K +1,950 +6%
CFP
1320
Catalyst Financial Partners
Massachusetts
$978K +$55.6K +1,922 +6%
CFS
1321
Commonwealth Financial Services
West Virginia
$978K -$32.8K -1,133 -3%
OHWA
1322
Oak Hill Wealth Advisors
Virginia
$976K +$319K +11,265 +48%
LJAC
1323
L.J. Altfest & Co
New York
$976K -$976K -33,731 -50%
FWP
1324
FAS Wealth Partners
Kansas
$976K +$22.6K +781 +2%
FCCM
1325
First City Capital Management
Georgia
$975K +$61.6K +2,127 +7%