2,461 hedge funds and large institutions have $116B invested in AT&T in 2020 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 1,031 increasing their positions, 1,102 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,461
Holders Change
-19
Holders Change %
-0.77%
% of All Funds
50.59%
Holding in Top 10
114
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-26.92%
% of All Funds
2.34%
New
134
Increased
1,031
Reduced
1,102
Closed
128
Calls
$1.61B
Puts
$2.2B
Net Calls
-$594M
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Shares
Change %
HHGA
2001
Halbert Hargrove Global Advisors
California
$393K -$35.3K -1,543 -8%
HFAS
2002
Hummer Financial Advisory Services
Illinois
$393K +$33.5K +1,468 +9%
LA
2003
LVW Advisors
New York
$391K -$96.6K -4,230 -20%
ZF
2004
Zhang Financial
Michigan
$391K -$61.1K -2,671 -14%
IWS
2005
Insight Wealth Strategies
California
$391K +$15.6K +683 +4%
PIM
2006
Profit Investment Management
Maryland
$391K +$77.2K +3,385 +25%
WAS
2007
Wealth Advisory Solutions
Indiana
$390K -$619K -27,173 -61%
WCAMG
2008
Woodard & Company Asset Management Group
North Carolina
$390K -$936 -41 -0.2%
CSPIA
2009
Cary Street Partners Investment Advisory
Virginia
$390K +$390K +17,119 New
HSWM
2010
Hubbell Strickland Wealth Management
Louisiana
$389K -$13.4K -585 -3%
GPA
2011
Garrison Point Advisors
California
$389K +$39.3K +1,720 +11%
SRC
2012
Shufro Rose & Co
New York
$388K -$13.2K -580 -3%
AC
2013
Apella Capital
Connecticut
$388K +$15.4K +672 +4%
BFPW
2014
BOK Financial Private Wealth
Colorado
$387K -$125K -5,473 -24%
PP
2015
Pacifica Partners
Canada
$387K -$17.7K -782 -4%
QWM
2016
Quaker Wealth Management
New Jersey
$387K +$4.66K +204 +1%
LWCFA
2017
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$385K -$11.6K -509 -3%
KPWG
2018
KFA Private Wealth Group
Virginia
$385K +$10.7K +471 +3%
BCA
2019
Berman Capital Advisors
Georgia
$384K -$46.7K -2,052 -11%
CFO
2020
CVA Family Office
Colorado
$384K -$39.8K -1,747 -9%
GIP
2021
Greatmark Investment Partners
Georgia
$384K +$20.3K +889 +6%
BRA
2022
Bender Robert & Associates
California
$382K -$22.3K -979 -6%
MFG
2023
Menard Financial Group
Texas
$382K +$382K +16,717 New
GWAG
2024
Garrett Wealth Advisory Group
Texas
$380K -$21.4K -944 -5%
FDCC
2025
Foster Dykema Cabot & Co
Massachusetts
$380K +$35.9K +1,572 +10%