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AT&T
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Overview Fund Activity

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

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.21B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$298M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$239M
4
Marshall Wace
Marshall Wace
United Kingdom
+$235M
5
State Street
State Street
Massachusetts
+$214M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$824M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$528M
3
Capital World Investors
Capital World Investors
California
-$376M
4
VC
Vestor Capital
Illinois
-$261M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
2001
CLG LLC
California
$370K -$28.1K -972 -7%
MIP
2002
Marietta Investment Partners
Wisconsin
$369K – – –
PAG
2003
Poinciana Advisors Group
Florida
$369K +$4.2K +145 +1%
GFPC
2004
Global Financial Private Client
Florida
$369K +$4.02K +139 +1%
MAM
2005
MWA Asset Management
Massachusetts
$368K +$14.2K +492 +4%
PAG
2006
Powers Advisory Group
Illinois
$367K +$8.08K +279 +2%
RA
2007
Riversedge Advisors
Delaware
$367K +$21.9K +757 +6%
GAM
2008
Gemmer Asset Management
California
$367K +$108K +3,738 +42%
PWM
2009
Paulson Wealth Management
Illinois
$366K +$23.4K +809 +7%
MWM
2010
Maridea Wealth Management
New York
$366K -$216K -7,457 -37%
CGH
2011
CMG Global Holdings
Texas
$366K -$21.3K -772 -6%
NWAG
2012
Net Worth Advisory Group
Utah
$366K +$112K +3,865 +44%
CSPIA
2013
Cary Street Partners Investment Advisory
Virginia
$365K +$102K +3,515 +39%
MWA
2014
Muirfield Wealth Advisors
North Carolina
$365K +$3.65K +126 +1%
FWM
2015
Foguth Wealth Management
Michigan
$365K -$124K -4,297 -25%
TWM
2016
Trueblood Wealth Management
Ohio
$360K +$9.84K +340 +3%
DWM
2017
Darwin Wealth Management
Florida
$360K +$13.1K +454 +4%
AAS
2018
Asset Allocation Strategies
Michigan
$359K -$17.6K -608 -5%
PWM
2019
Palumbo Wealth Management
New York
$358K +$3.94K +136 +1%
HDIM
2020
Hanson & Doremus Investment Management
Vermont
$358K -$29.2K -1,010 -8%
SMH
2021
Sanders Morris Harris
Texas
$358K -$1.15M -39,801 -76%
TPWA
2022
Twin Peaks Wealth Advisors
California
$357K +$14.6K +513 +4%
CPG
2023
Cornerstone Planning Group
New Jersey
$356K +$47.2K +1,700 +15%
RBWA
2024
RFG - Bristol Wealth Advisors
Massachusetts
$355K -$2.29K -79 -0.6%
LGA
2025
Lebenthal Global Advisors
New York
$355K +$21K +724 +6%
79 80
81
82 83