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2,487 hedge funds and large institutions have $102B invested in AT&T in 2021 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 905 increasing their positions, 1,252 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $2.69B | Put options by funds: $2.19B

0.46% more ownership

Funds ownership: 69.96%70.42% (+0.46%)

3% less funds holding

Funds holding: 2,5622,487 (-75)

5% less capital invested

Capital invested by funds: $108B → $102B (-$5.95B)

16% less funds holding in top 10

Funds holding in top 10: 5748 (-9)

26% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 153

28% less repeat investments, than reductions

Existing positions increased: 905 | Existing positions reduced: 1,252

Holders
2,487
Holders Change
-75
Holders Change %
-2.93%
% of All Funds
43.53%
Holding in Top 10
48
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.79%
% of All Funds
0.84%
New
113
Increased
905
Reduced
1,252
Closed
153
Calls
$2.69B
Puts
$2.19B
Net Calls
+$503M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
2001
Waller Financial Planning Group
Ohio
$328K +$1.3K +62 +0.4%
CFFP
2002
Center for Financial Planning
Michigan
$327K -$244K -11,635 -42%
TAM
2003
Townsend Asset Management
North Carolina
$327K -$66.6K -3,171 -17%
OIM
2004
Orca Investment Management
Oregon
$327K -$18.4K -874 -5%
SNB
2005
Security National Bank
Nebraska
$327K
CST
2006
Charles Schwab Trust
Nevada
$326K -$250K -11,904 -43%
MIP
2007
Marietta Investment Partners
Wisconsin
$326K +$13.1K +622 +4%
CWA
2008
Centennial Wealth Advisory
Michigan
$326K +$25.3K +1,205 +8%
IWA
2009
IVC Wealth Advisors
Pennsylvania
$325K -$30.4K -1,446 -8%
RWI
2010
Red Wave Investments
Pennsylvania
$325K -$6.11K -291 -2%
HP
2011
HT Partners
Connecticut
$325K
GWM
2012
Gitterman Wealth Management
New Jersey
$324K -$180K -8,569 -35%
FWM
2013
FSA Wealth Management
Massachusetts
$323K -$252 -12 -0.1%
HBT
2014
Hills Bank & Trust
Iowa
$322K -$20.9K -993 -6%
KWA
2015
KCS Wealth Advisory
California
$322K -$19.6K -932 -6%
WIM
2016
Waverton Investment Management
United Kingdom
$322K -$9.18K -437 -3%
HA
2017
Harborview Advisors
Maine
$321K +$44.4K +2,112 +15%
MWA
2018
Meridian Wealth Advisors
Texas
$319K -$74.1K -3,525 -18%
EGA
2019
Eagle Global Advisors
Texas
$318K -$5.66M -269,295 -95%
HPWM
2020
Highland Private Wealth Management
Washington
$318K -$37.4K -1,782 -10%
OPWM
2021
Oxinas Partners Wealth Management
Indiana
$317K -$38.9K -1,851 -11%
FA
2022
Fermata Advisors
California
$317K -$3.61K -172 -1%
MFP
2023
Meridian Financial Partners
Virginia
$317K +$9.05K +431 +3%
WA
2024
Wealth Architects
California
$317K +$67.6K +3,216 +26%
SCI
2025
Stableford Capital II
Arizona
$316K -$10.2K -485 -3%

T Hedge Fund Activity: Q3 2021 in Review

2,487 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2021, worth a combined $102B — down 5.5% from $108B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of T and 113 opened new positions — a net loss of 40 holders — while 1,252 trimmed existing stakes and 905 added.

The largest buyer was BlackRock, adding an estimated $331M. The largest seller was Morgan Stanley, cutting an estimated $247M.

  • 2,487 institutional investors held AT&T (T) as of Q3 2021, down from 2,562 in Q2 2021.
  • Funds reported $102B of AT&T stock for Q3 2021, down 5.5% quarter-over-quarter.
  • 113 funds opened new AT&T positions in Q3 2021 and 153 closed out, a net change of -40 holders.
  • The largest AT&T buyer in Q3 2021 was BlackRock, an estimated $331M added.
  • The largest AT&T seller in Q3 2021 was Morgan Stanley, an estimated $247M sold.

Based on aggregated 13F filings for Q3 2021.