2,819 hedge funds and large institutions have $136B invested in AT&T in 2025 Q1 according to their latest regulatory filings, with 336 funds opening new positions, 1,076 increasing their positions, 1,154 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,819
Holders Change
+175
Holders Change %
+6.62%
% of All Funds
38.29%
Holding in Top 10
77
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+24.19%
% of All Funds
1.05%
New
336
Increased
1,076
Reduced
1,154
Closed
112
Calls
$1.62B
Puts
$1.17B
Net Calls
+$442M
Net Calls Change
+$225M
Name Holding Trade Value Shares
Change
Shares
Change %
RWI
1976
Red Wave Investments
Pennsylvania
$369K +$1.64K +58 +0.4%
WAS
1977
Winch Advisory Services
Wisconsin
$369K +$7.52K +266 +2%
KOC
1978
Koss-Olinger Consulting
Florida
$368K -$4.73K -167 -1%
AAS
1979
Asset Allocation Strategies
Michigan
$368K -$2.89K -102 -0.8%
BHIA
1980
Birch Hill Investment Advisors
Massachusetts
$368K
SLFPAM
1981
St. Louis Financial Planners Asset Management
Missouri
$367K +$367K +12,975 New
SPA
1982
Shore Point Advisors
New Jersey
$367K
CGA
1983
Crescent Grove Advisors
Illinois
$366K +$30K +1,062 +9%
KA
1984
Klingman & Associates
New York
$365K +$42.5K +1,502 +13%
SWM
1985
Sculati Wealth Management
Michigan
$365K -$98.2K -3,473 -21%
TW
1986
TritonPoint Wealth
Maryland
$365K +$66.9K +2,367 +22%
RWP
1987
Revolve Wealth Partners
New Jersey
$364K -$35K -1,236 -9%
VPP
1988
Vertex Planning Partners
Illinois
$364K +$3.14K +111 +0.9%
LSA
1989
Lion Street Advisors
Texas
$363K -$3.2K -113 -0.9%
EWA
1990
Etesian Wealth Advisors
Oregon
$362K -$122K -4,321 -25%
CS
1991
Cannell & Spears
New York
$362K -$8.91K -315 -2%
RF
1992
RHS Financial
California
$361K -$13.5K -476 -4%
CWM
1993
Calamos Wealth Management
Illinois
$361K -$70.9K -2,508 -16%
LGWM
1994
Litman Gregory Wealth Management
California
$361K -$269K -9,500 -43%
MIP
1995
Marietta Investment Partners
Wisconsin
$361K
SLWA
1996
San Luis Wealth Advisors
California
$359K -$1.04M -36,785 -74%
BMWS
1997
Brady Martz Wealth Solutions
North Dakota
$358K -$311 -11 -0.1%
TPWA
1998
TRUE Private Wealth Advisors
Oregon
$358K +$26.8K +948 +8%
RWB
1999
RMR Wealth Builders
New Jersey
$357K -$20.4K -720 -5%
LCM
2000
LCM Capital Management
Illinois
$357K +$198 +7 +0.1%