2,277 hedge funds and large institutions have $59.8B invested in AT&T in 2023 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 808 increasing their positions, 1,164 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,277
Holders Change
-106
Holders Change %
-4.45%
% of All Funds
36.3%
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
808
Reduced
1,164
Closed
206
Calls
$1.1B
Puts
$767M
Net Calls
+$334M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Shares
Change %
GD
2001
Grandfield & Dodd
New York
$157K
RFA
2002
Resurgent Financial Advisors
Georgia
$157K +$19.5K +1,299 +14%
CYG
2003
Clean Yield Group
Vermont
$157K +$14.8K +1,000 +10%
PWMG
2004
Provence Wealth Management Group
California
$156K +$156K +10,410 New
GCA
2005
Genesee Capital Advisors
New York
$156K -$1.38K -92 -0.9%
EA
2006
Ergawealth Advisors
Illinois
$156K
CWA
2007
Capital Wealth Alliance
Arizona
$155K +$721 +48 +0.5%
KPWG
2008
KFA Private Wealth Group
Virginia
$155K -$14.9K -993 -9%
AIP
2009
Almanack Investment Partners
Pennsylvania
$154K -$24.9K -1,658 -14%
RWP
2010
Revolve Wealth Partners
New Jersey
$154K +$154K +10,263 New
KFA
2011
Kapstone Financial Advisors
Ohio
$154K -$63.8K -4,250 -29%
CWA
2012
CJM Wealth Advisers
Virginia
$154K -$6.01K -400 -4%
RDFA
2013
Ritter Daniher Financial Advisory
Ohio
$154K +$120K +8,000 +355%
MWM
2014
MBE Wealth Management
Wisconsin
$154K +$1.62K +108 +1%
IIC
2015
Integrated Investment Consultants
Michigan
$154K -$74.4K -4,952 -33%
AWA
2016
Archvest Wealth Advisors
California
$154K +$154K +10,244 New
HCM
2017
Hollencrest Capital Management
California
$154K
RA
2018
Rational Advisors
New York
$154K -$62.8K -4,179 -29%
LWM
2019
LJI Wealth Management
Indiana
$153K -$27K -1,799 -15%
T
2020
TCWP
Ohio
$153K +$153K +10,216 New
CW
2021
CIC Wealth
Maryland
$153K -$8.26K -550 -5%
IGGA
2022
Iron Gate Global Advisors
Utah
$153K -$8.6K -573 -5%
CWM
2023
Collaborative Wealth Management
Florida
$153K +$153K +10,170 New
GWA
2024
GGM Wealth Advisors
Maryland
$153K -$3.49K -232 -2%
DIM
2025
Delta Investment Management
California
$152K