2,477 hedge funds and large institutions have $102B invested in AT&T in 2021 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 899 increasing their positions, 1,250 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,477
Holders Change
-76
Holders Change %
-2.98%
% of All Funds
43.5%
Holding in Top 10
48
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.79%
% of All Funds
0.84%
New
112
Increased
899
Reduced
1,250
Closed
153
Calls
$2.69B
Puts
$2.19B
Net Calls
+$503M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
2001
IVC Wealth Advisors
Pennsylvania
$325K -$29.5K -1,446 -8%
RWI
2002
Red Wave Investments
Pennsylvania
$325K -$5.94K -291 -2%
HP
2003
HT Partners
Connecticut
$325K
GWM
2004
Gitterman Wealth Management
New Jersey
$324K -$175K -8,569 -35%
FWM
2005
FSA Wealth Management
Massachusetts
$323K -$245 -12 -0.1%
HBT
2006
Hills Bank & Trust
Iowa
$322K -$20.3K -993 -6%
KWA
2007
KCS Wealth Advisory
California
$322K -$19K -932 -6%
WIM
2008
Waverton Investment Management
United Kingdom
$322K -$8.92K -437 -3%
HA
2009
Harborview Advisors
Maine
$321K +$43K +2,112 +15%
MWA
2010
Meridian Wealth Advisors
Texas
$319K -$71.9K -3,525 -18%
EGA
2011
Eagle Global Advisors
Texas
$318K -$5.5M -269,295 -95%
HPWM
2012
Highland Private Wealth Management
Washington
$318K -$36.4K -1,782 -10%
OPWM
2013
Oxinas Partners Wealth Management
Indiana
$317K -$37.8K -1,851 -11%
FA
2014
Fermata Advisors
California
$317K -$3.51K -172 -1%
MFP
2015
Meridian Financial Partners
Virginia
$317K +$8.23K +431 +3%
WA
2016
Wealth Architects
California
$317K +$65.6K +3,216 +26%
SCI
2017
Stableford Capital II
Arizona
$316K -$9.4K -485 -3%
GF
2018
Goodman Financial
Texas
$316K
HFAS
2019
Hummer Financial Advisory Services
Illinois
$316K
HWMG
2020
Hurlow Wealth Management Group
Indiana
$315K -$15.6K -764 -5%
SC
2021
Slow Capital
California
$314K -$11.2K -550 -3%
LFG
2022
Larson Financial Group
Missouri
$314K +$81K +3,967 +35%
MAM
2023
MMA Asset Management
Pennsylvania
$313K
IF
2024
IRON Financial
Illinois
$313K +$20 +1 +0%
SFS
2025
Summit Financial Strategies
Ohio
$313K +$3.82K +187 +1%