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 %
TPWM
1976
Twelve Points Wealth Management
Massachusetts
$381K -$2.32K -80 -0.6%
MFWP
1977
Mosaic Family Wealth Partners
Missouri
$380K -$60.5K -2,090 -14%
WAS
1978
Winch Advisory Services
Wisconsin
$380K +$2.72K +94 +0.7%
RWI
1979
Red Wave Investments
Pennsylvania
$380K +$1.56K +54 +0.4%
EA
1980
Ergawealth Advisors
Illinois
$380K +$25.1K +867 +7%
OAM
1981
Oak Asset Management
California
$379K -$4.8K -166 -1%
SMA
1982
Seven Mile Advisory
New Jersey
$379K -$15.7K -543 -4%
TW
1983
TritonPoint Wealth
Maryland
$379K +$6.08K +210 +2%
CWM
1984
Calamos Wealth Management
Illinois
$379K +$9.52K +329 +3%
KWM
1985
Keebeck Wealth Management
Illinois
$378K +$47K +1,625 +14%
CFFP
1986
Center for Financial Planning
Michigan
$378K -$17.2K -596 -4%
CW
1987
Channel Wealth
California
$378K -$10.6K -367 -3%
ISWM
1988
Independent Solutions Wealth Management
New York
$377K +$95.5K +3,300 +34%
BFG
1989
Bouchey Financial Group
New York
$377K +$106K +3,650 +39%
GSWA
1990
Good Steward Wealth Advisors
Tennessee
$376K -$210K -7,253 -36%
BHIA
1991
Birch Hill Investment Advisors
Massachusetts
$376K
ISFAN
1992
Investor's Fiduciary Advisor Network
Washington
$376K +$376K +13,004 New
SPA
1993
Shore Point Advisors
New Jersey
$375K
SI
1994
Seeds Investor
New York
$375K -$6.69K -231 -2%
SCM
1995
Schnieders Capital Management
California
$374K -$110K -3,785 -23%
FFA
1996
Fi3 Financial Advisors
Indiana
$374K -$18.2K -630 -5%
LCM
1997
LCM Capital Management
Illinois
$373K +$7.58K +262 +2%
RWP
1998
Revolve Wealth Partners
New Jersey
$373K +$203 +7 +0.1%
CFA
1999
Capstone Financial Advisors
Illinois
$373K -$10.2K -353 -3%
VPP
2000
Vertex Planning Partners
Illinois
$372K +$116 +4 +0%