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2,394 hedge funds and large institutions have $76.5B invested in AT&T in 2023 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 1,080 increasing their positions, 933 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $781M

21% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 136

16% more repeat investments, than reductions

Existing positions increased: 1,080 | Existing positions reduced: 933

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

6% more capital invested

Capital invested by funds: $72.4B → $76.5B (+$4.09B)

0.94% more ownership

Funds ownership: 54.62%55.56% (+0.94%)

1% less funds holding

Funds holding: 2,4182,394 (-24)

Holders
2,394
Holders Change
-24
Holders Change %
-0.99%
% of All Funds
38.15%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.76%
New
165
Increased
1,080
Reduced
933
Closed
136
Calls
$1.4B
Puts
$781M
Net Calls
+$619M
Net Calls Change
-$174M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
2001
Insight Advisors
Pennsylvania
$239K -$68.1K -3,563 -22%
FNC
2002
First National Corp
Massachusetts
$239K +$57 +3 +0%
GG
2003
GenWealth Group
New Jersey
$238K
CP
2004
Castleview Partners
Texas
$238K +$6.86K +359 +3%
EFG
2005
Ethos Financial Group
Pennsylvania
$237K +$236K +12,334 New
BA
2006
Ballast Advisors
Minnesota
$237K -$19.6K -1,023 -8%
WFA
2007
WestHill Financial Advisors
California
$237K
LA
2008
Legacy Advisors
Pennsylvania
$237K +$18.4K +962 +8%
PMG
2009
Private Management Group
California
$237K +$235K +12,304 New
PFA
2010
Pettinga Financial Advisors
Indiana
$237K +$34.2K +1,787 +17%
LCM
2011
LCM Capital Management
Illinois
$236K +$5.1K +267 +2%
CAM
2012
Campion Asset Management
Virginia
$236K
SWM
2013
Shakespeare Wealth Management
Wisconsin
$235K
SICM
2014
Sustainable Insight Capital Management
New York
$235K +$233K +12,200 New
KLCM
2015
KG&L Capital Management
Louisiana
$234K -$8.45K -442 -4%
UF
2016
Univest Financial
Pennsylvania
$234K
CCA
2017
Cobblestone Capital Advisors
New York
$233K -$143K -7,485 -38%
FUBT
2018
First United Bank & Trust
Maryland
$233K -$1.74K -91 -0.7%
CYG
2019
Clean Yield Group
Vermont
$232K -$4.83K -253 -2%
AIA
2020
Angeles Investment Advisors
California
$232K +$230K +12,040 New
PWA
2021
Physician Wealth Advisors
Utah
$232K +$5.73K +300 +3%
MIA
2022
MMBG Investment Advisors
Florida
$232K
SMWM
2023
Silvia McColl Wealth Management
California
$231K -$3.69K -193 -2%
BBW
2024
Blue Barn Wealth
Utah
$231K +$229K +11,986 New
EWA
2025
EverSource Wealth Advisors
Alabama
$231K -$81.8K -4,278 -26%

T Hedge Fund Activity: Q1 2023 in Review

2,394 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2023, worth a combined $76.5B — up 5.7% from $72.4B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new T positions and 136 closed out — a net gain of 29 holders — while 1,080 added to existing stakes and 933 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $517M. The largest seller was Capital World Investors, cutting an estimated $248M.

  • 2,394 institutional investors held AT&T (T) as of Q1 2023, down from 2,418 in Q4 2022.
  • Funds reported $76.5B of AT&T stock for Q1 2023, up 5.7% quarter-over-quarter.
  • 165 funds opened new AT&T positions in Q1 2023 and 136 closed out, a net change of +29 holders.
  • The largest AT&T buyer in Q1 2023 was Citadel Advisors, an estimated $517M added.
  • The largest AT&T seller in Q1 2023 was Capital World Investors, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2023.