2,381 hedge funds and large institutions have $76.4B invested in AT&T in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 1,073 increasing their positions, 930 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,381
Holders Change
-26
Holders Change %
-1.08%
% of All Funds
38.11%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.75%
New
163
Increased
1,073
Reduced
930
Closed
136
Calls
$1.4B
Puts
$781M
Net Calls
+$619M
Net Calls Change
-$174M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
1951
Semus Wealth Partners
Florida
$252K -$24.3K -1,264 -9%
KWS
1952
Keystone Wealth Services
California
$252K +$20.2K +1,049 +9%
BWA
1953
BDO Wealth Advisors
Florida
$251K -$6.41K -333 -2%
PFA
1954
Professional Financial Advisors
Nebraska
$250K +$2.43K +103 +1%
BB
1955
Berkshire Bank
Massachusetts
$250K -$45.3K -2,354 -15%
TCPWM
1956
Traverso Chambers Private Wealth Management
California
$249K +$443 +23 +0.2%
IP
1957
Investment Partners
Ohio
$248K +$1.64K +85 +0.7%
AWM
1958
Affinity Wealth Management
Delaware
$248K +$327 +17 +0.1%
FFC
1959
First Financial Corp
Indiana
$248K -$635 -33 -0.3%
JF
1960
Jump Financial
Illinois
$248K -$130K -6,737 -34%
CWM
1961
Connecticut Wealth Management
Connecticut
$248K -$19.6K -1,019 -7%
WJA
1962
Willis Johnson & Associates
Texas
$248K -$12.5K -647 -5%
HFP
1963
Holistic Financial Partners
Indiana
$247K +$3.85K +200 +2%
BCM
1964
Brainard Capital Management
Texas
$247K -$443 -23 -0.2%
DSC
1965
Duncker Streett & Co
Missouri
$247K
FAM
1966
Formidable Asset Management
Ohio
$247K -$16.2K -837 -6%
PCA
1967
Prosperity Capital Advisors
Ohio
$247K +$11.4K +593 +5%
SFG
1968
Sather Financial Group
Texas
$246K +$27.1K +1,407 +12%
MWA
1969
Mills Wealth Advisors
Texas
$246K +$246K +12,797 New
AF
1970
Aldebaran Financial
$246K -$92.4K -4,800 -27%
HFM
1971
Hartford Financial Management
Connecticut
$246K -$1.73K -90 -0.7%
KIG
1972
Kennedy Investment Group
New Jersey
$245K -$44.5K -2,310 -15%
BCG
1973
Breakwater Capital Group
New Jersey
$244K +$244K +12,678 New
KWM
1974
Kolinsky Wealth Management
New Jersey
$244K -$25.3K -1,318 -9%
RZH
1975
Relyea Zuckerberg Hanson
Connecticut
$244K -$13.6K -708 -5%