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2,289 hedge funds and large institutions have $59.9B invested in AT&T in 2023 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 812 increasing their positions, 1,171 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $767M

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

0.73% more ownership

Funds ownership: 54.85%55.58% (+0.73%)

5% less capital invested

Capital invested by funds: $62.8B → $59.9B (-$2.93B)

4% less funds holding

Funds holding: 2,3962,289 (-107)

31% less repeat investments, than reductions

Existing positions increased: 812 | Existing positions reduced: 1,171

38% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 207

Holders
2,289
Holders Change
-107
Holders Change %
-4.47%
% of All Funds
36.32%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.48%
New
129
Increased
812
Reduced
1,171
Closed
207
Calls
$1.1B
Puts
$767M
Net Calls
+$334M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
2001
Firethorn Wealth Partners
Georgia
$159K -$7.75K -529 -5%
PWM
2002
Prosperity Wealth Management
California
$159K -$8.9K -607 -5%
JWCA
2003
J.W. Coons Advisors
Ohio
$159K -$3.67K -250 -2%
HWA
2004
HHM Wealth Advisors
Tennessee
$159K +$10.5K +716 +7%
OC
2005
Oakworth Capital
Alabama
$158K -$22.1K -1,505 -12%
GAM
2006
Garrison Asset Management
Arkansas
$158K +$154K +10,519 New
TC
2007
Trilogy Capital
California
$158K -$12.2K -829 -7%
PCMK
2008
Paragon Capital Management (Kansas)
Kansas
$158K -$9.89K -675 -6%
BC
2009
Bridgefront Capital
Texas
$158K -$530K -36,188 -78%
TIM
2010
Tortoise Investment Management
New York
$157K -$4.65K -317 -3%
GD
2011
Grandfield & Dodd
New York
$157K
RFA
2012
Resurgent Financial Advisors
Georgia
$157K +$19K +1,299 +14%
CYG
2013
Clean Yield Group
Vermont
$157K +$14.7K +1,000 +10%
PWMG
2014
Provence Wealth Management Group
California
$156K +$153K +10,410 New
GCA
2015
Genesee Capital Advisors
New York
$156K -$1.35K -92 -0.9%
EA
2016
Ergawealth Advisors
Illinois
$156K
CWA
2017
Capital Wealth Alliance
Arizona
$155K +$704 +48 +0.5%
KPWG
2018
KFA Private Wealth Group
Virginia
$155K -$14.6K -993 -9%
AIP
2019
Almanack Investment Partners
Pennsylvania
$154K -$24.3K -1,658 -14%
RWP
2020
Revolve Wealth Partners
New Jersey
$154K +$150K +10,263 New
KFA
2021
Kapstone Financial Advisors
Ohio
$154K -$62.3K -4,250 -29%
CWA
2022
CJM Wealth Advisers
Virginia
$154K -$5.86K -400 -4%
RDFA
2023
Ritter Daniher Financial Advisory
Ohio
$154K +$117K +8,000 +355%
MWM
2024
MBE Wealth Management
Wisconsin
$154K +$1.58K +108 +1%
IIC
2025
Integrated Investment Consultants
Michigan
$154K -$72.6K -4,952 -33%

T Hedge Fund Activity: Q3 2023 in Review

2,289 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2023, worth a combined $59.9B — down 4.7% from $62.8B a quarter earlier.

Sellers outnumbered buyers: 207 funds closed out of T and 129 opened new positions — a net loss of 78 holders — while 1,171 trimmed existing stakes and 812 added.

The largest buyer was Ameriprise, adding an estimated $501M. The largest seller was Deutsche Bank, cutting an estimated $241M.

  • 2,289 institutional investors held AT&T (T) as of Q3 2023, down from 2,396 in Q2 2023.
  • Funds reported $59.9B of AT&T stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 129 funds opened new AT&T positions in Q3 2023 and 207 closed out, a net change of -78 holders.
  • The largest AT&T buyer in Q3 2023 was Ameriprise, an estimated $501M added.
  • The largest AT&T seller in Q3 2023 was Deutsche Bank, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2023.