We are live on ! Find out more

2,416 hedge funds and large institutions have $73.6B invested in AT&T in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 983 increasing their positions, 1,040 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $1.04B | Put options by funds: $800M

5% more capital invested

Capital invested by funds: $70.2B → $73.6B (+$3.48B)

3% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 158

0% less ownership

Funds ownership: 58.25%58.25% (-0%)

5% less repeat investments, than reductions

Existing positions increased: 983 | Existing positions reduced: 1,040

1% less funds holding

Funds holding: 2,4452,416 (-29)

5% less funds holding in top 10

Funds holding in top 10: 4038 (-2)

Holders
2,416
Holders Change
-29
Holders Change %
-1.19%
% of All Funds
34.8%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.55%
New
162
Increased
983
Reduced
1,040
Closed
158
Calls
$1.04B
Puts
$800M
Net Calls
+$240M
Net Calls Change
-$85.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1726
Ridgecrest Wealth Partners
California
$301K +$307 +18 +0.1%
CGA
1727
Crescent Grove Advisors
Illinois
$301K -$52.4K -3,071 -15%
CA
1728
CapWealth Advisors
Tennessee
$301K -$28K -1,641 -9%
SB
1729
Sunflower Bank
Texas
$301K -$61.4K -3,594 -17%
DCM
1730
Donaldson Capital Management
Indiana
$299K -$34.7K -2,032 -11%
WFI
1731
West Family Investments
California
$299K +$26.6K +1,557 +10%
SIA
1732
Schechter Investment Advisors
Michigan
$299K +$15.6K +915 +6%
LSA
1733
Lion Street Advisors
Texas
$298K
TAM
1734
Titleist Asset Management
Texas
$298K -$741K -43,391 -72%
AWAP
1735
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$298K -$6.4K -375 -2%
HGWM
1736
Horst & Graben Wealth Management
Oregon
$297K -$18.2K -1,067 -6%
EP
1737
Eudaimonia Partners
Tennessee
$297K -$7.58K -444 -3%
FAT
1738
First American Trust
California
$296K +$287K +16,825 New
CASC
1739
Coppell Advisory Solutions Corp
Texas
$295K +$286K +16,772 New
GWA
1740
Gibson Wealth Advisors
Texas
$294K +$285K +16,711 New
WIC
1741
Wilkins Investment Counsel
Massachusetts
$294K +$285K +16,711 New
FC
1742
Forte Capital
New York
$294K +$28.2K +1,650 +11%
TIA
1743
Tiemann Investment Advisors
California
$293K +$5.12K +300 +2%
CST
1744
Charles Schwab Trust
Nevada
$292K +$33.5K +1,962 +13%
IIA
1745
Integral Investment Advisors
California
$292K +$96.8K +5,667 +52%
APW
1746
Aurora Private Wealth
New Jersey
$292K -$11K -643 -4%
WTA
1747
Washington Trust Advisors
Massachusetts
$292K -$6.22K -364 -2%
VFG
1748
Valley Financial Group
Pennsylvania
$291K +$1.93K +113 +0.7%
DJYG
1749
David J. Yvars Group
Florida
$291K
FFA
1750
Fragasso Financial Advisors
Pennsylvania
$291K -$72.2K -4,227 -20%

T Hedge Fund Activity: Q1 2024 in Review

2,416 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2024, worth a combined $73.6B — up 5% from $70.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new T positions and 158 closed out — a net gain of 4 holders — while 983 added to existing stakes and 1,040 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $424M. The largest seller was Morgan Stanley, cutting an estimated $1.38B.

  • 2,416 institutional investors held AT&T (T) as of Q1 2024, down from 2,445 in Q4 2023.
  • Funds reported $73.6B of AT&T stock for Q1 2024, up 5% quarter-over-quarter.
  • 162 funds opened new AT&T positions in Q1 2024 and 158 closed out, a net change of +4 holders.
  • The largest AT&T buyer in Q1 2024 was Pacer Advisors, an estimated $424M added.
  • The largest AT&T seller in Q1 2024 was Morgan Stanley, an estimated $1.38B sold.

Based on aggregated 13F filings for Q1 2024.