2,797 hedge funds and large institutions have $115B invested in AT&T in 2025 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 1,031 increasing their positions, 1,255 reducing their positions, and 242 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

11% less capital invested

Capital invested by funds: $129B → $115B (-$14.4B)

18% less repeat investments, than reductions

Existing positions increased: 1,031 | Existing positions reduced: 1,255

38% less funds holding in top 10

Funds holding in top 10: 4226 (-16)

Holders
2,797
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.2B
Puts
$1.04B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ORC
2001
O'Rourke & Company
Massachusetts
$322K
SWM
2002
Segment Wealth Management
Texas
$322K
SPA
2003
Shore Point Advisors
New Jersey
$322K
BCP
2004
Blue Chip Partners
Michigan
$322K
YCG
2005
Yeomans Consulting Group
Georgia
$322K
RPWA
2006
Regent Peak Wealth Advisors
Georgia
$322K
MAM
2007
MWA Asset Management
Massachusetts
$321K
TCM
2008
Triumph Capital Management
Colorado
$320K
EP
2009
Edgestream Partners
New Jersey
$320K
CPA
2010
Clear Point Advisors
New York
$319K
IPW
2011
Inlet Private Wealth
Florida
$319K
CL
2012
CLG LLC
California
$319K
SRC
2013
Sage Rhino Capital
California
$318K
AWMM
2014
Aegis Wealth Management (Maryland)
Maryland
$318K
PAG
2015
Poinciana Advisors Group
Florida
$317K
CSI
2016
Cross Staff Investments
New York
$317K
NAMM
2017
NorthStar Asset Management (Massachusetts)
Massachusetts
$316K
NF
2018
Napier Financial
Massachusetts
$316K
KFAS
2019
Keating Financial Advisory Services
Kansas
$315K
WF
2020
WealthPoint Financial
North Carolina
$315K
CA
2021
Cullinan Associates
Kentucky
$314K
WAM
2022
WealthCare Asset Management
Missouri
$314K
BAM
2023
Belleair Asset Management
Florida
$314K
AAS
2024
Asset Allocation Strategies
Michigan
$314K
PWM
2025
Palumbo Wealth Management
New York
$313K