2,595 hedge funds and large institutions have $111B invested in AT&T in 2021 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 1,119 increasing their positions, 1,129 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,595
Holders Change
+10
Holders Change %
+0.39%
% of All Funds
45.69%
Holding in Top 10
78
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.42%
% of All Funds
1.37%
New
160
Increased
1,119
Reduced
1,129
Closed
118
Calls
$2.18B
Puts
$2.29B
Net Calls
-$102M
Net Calls Change
-$45.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
2001
Aureus Asset Management
Massachusetts
$433K +$433K +18,937 New
UWM
2002
USAdvisors Wealth Management
Minnesota
$432K -$64.3K -2,811 -13%
AIM
2003
Acropolis Investment Management
Missouri
$432K -$4.57K -200 -1%
SAM
2004
Secure Asset Management
Michigan
$430K -$97.3K -4,257 -18%
WCM
2005
WealthBridge Capital Management
Ohio
$430K -$34.9K -1,526 -8%
SIM
2006
SSI Investment Management
California
$429K -$182 -8 -0%
OIM
2007
Oder Investment Management
California
$428K -$15K -656 -3%
AWM
2008
Aries Wealth Management
Maine
$427K -$50.3K -2,239 -11%
CBT
2009
Central Bank & Trust
Kentucky
$427K -$27.8K -1,216 -6%
AWM
2010
Aberdeen Wealth Management
Illinois
$427K -$9.21K -403 -2%
ADL
2011
Asset Dedication LLC
California
$426K -$504K -22,198 -54%
SKK
2012
Shepherd Kaplan Krochuk
Massachusetts
$426K
CFSG
2013
Clark Financial Services Group
Missouri
$426K +$426K +18,646 New
SICM
2014
Sustainable Insight Capital Management
New York
$425K -$69.6K -3,045 -14%
GFS
2015
GYL Financial Synergies
Connecticut
$425K -$14.6K -638 -3%
SCP
2016
Sandhill Capital Partners
New York
$425K
FG
2017
Foster Group
Iowa
$425K +$15.3K +670 +4%
1WM
2018
1900 Wealth Management
Texas
$424K +$46.7K +2,043 +12%
PCMK
2019
Paragon Capital Management (Kansas)
Kansas
$424K -$66.3K -2,793 -14%
AFS
2020
Access Financial Services
Minnesota
$424K +$847 +37 +0.2%
SFSIG
2021
San Francisco Sentry Investment Group
California
$424K +$38.2K +1,669 +10%
WIM
2022
Wittenberg Investment Management
Massachusetts
$422K
HI
2023
Hendershot Investments
Virginia
$421K +$1.9K +83 +0.5%
EIG
2024
Ellenbecker Investment Group
Wisconsin
$421K +$30.7K +1,341 +8%
CWP
2025
Concord Wealth Partners
Virginia
$421K +$50.3K +2,201 +14%