2,411 hedge funds and large institutions have $106B invested in AT&T in 2020 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 1,012 increasing their positions, 1,122 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,411
Holders Change
-50
Holders Change %
-2.03%
% of All Funds
48.78%
Holding in Top 10
80
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-29.82%
% of All Funds
1.62%
New
98
Increased
1,012
Reduced
1,122
Closed
122
Calls
$1.75B
Puts
$2.24B
Net Calls
-$496M
Net Calls Change
+$97.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HFAS
2001
Hummer Financial Advisory Services
Illinois
$370K
IWS
2002
Insight Wealth Strategies
California
$369K -$366 -17 -0.1%
WCAMG
2003
Woodard & Company Asset Management Group
North Carolina
$368K
UCI
2004
Uncommon Cents Investing
Wisconsin
$367K -$18.3K -849 -5%
JWBC
2005
John W. Brooker & Co
California
$366K -$5.7K -265 -2%
SFG
2006
SNS Financial Group
Minnesota
$365K +$133K +6,183 +58%
CSA
2007
Cottage Street Advisors
Massachusetts
$364K -$107K -4,956 -23%
FWM
2008
Foresight Wealth Management
Utah
$364K +$114K +5,281 +45%
VWA
2009
V Wealth Advisors
Kansas
$363K -$1.42M -66,180 -80%
PP
2010
Pacifica Partners
Canada
$363K -$5.82K -270 -2%
HAM
2011
Hammer Asset Management
California
$361K -$233K -10,816 -39%
AFS
2012
Access Financial Services
Minnesota
$361K +$57.8K +2,690 +19%
KPWG
2013
KFA Private Wealth Group
Virginia
$360K -$3.34K -155 -0.9%
QWM
2014
Quaker Wealth Management
New Jersey
$359K -$6.49K -301 -2%
5L
2015
55I LLC
Massachusetts
$358K +$39K +1,809 +12%
HSWM
2016
Hubbell Strickland Wealth Management
Louisiana
$357K -$9.36K -435 -3%
BCM
2017
Boltwood Capital Management
California
$357K
FDCC
2018
Foster Dykema Cabot & Co
Massachusetts
$356K -$2.26K -105 -0.6%
NEIRG
2019
New England Investment & Retirement Group
Massachusetts
$355K -$51K -2,365 -13%
MIP
2020
Marietta Investment Partners
Wisconsin
$355K
SFS
2021
Strategic Financial Services
New York
$353K -$115K -5,347 -25%
GM
2022
GeoWealth Management
Illinois
$353K -$56.8K -2,583 -14%
LF
2023
LifeSteps Financial
California
$353K -$29.6K -1,373 -8%
GC
2024
Gratus Capital
Georgia
$353K +$7.81K +363 +2%
ITIM
2025
Indiana Trust & Investment Management
Indiana
$351K -$2.35K -109 -0.7%