2,430 hedge funds and large institutions have $70B invested in AT&T in 2023 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 774 increasing their positions, 1,183 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+153
Holders Change %
+6.72%
% of All Funds
35.62%
Holding in Top 10
40
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+33.33%
% of All Funds
0.59%
New
306
Increased
774
Reduced
1,183
Closed
121
Calls
$1.36B
Puts
$1.03B
Net Calls
+$326M
Net Calls Change
-$8.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PSFG
2001
Prairie Sky Financial Group
Illinois
$198K +$8.91K +531 +5%
GCA
2002
Genesee Capital Advisors
New York
$197K +$23K +1,369 +13%
RFA
2003
Register Financial Advisors
Georgia
$197K +$2.6K +155 +1%
CWM
2004
Calamos Wealth Management
Illinois
$197K -$69.6K -4,145 -26%
WCM
2005
Whitener Capital Management
North Carolina
$197K -$135K -8,023 -41%
FNWA
2006
Financial Network Wealth Advisors
Utah
$196K +$196K +11,710 New
MA
2007
MKT Advisors
California
$196K -$12K -685 -6%
FAM
2008
Formidable Asset Management
Ohio
$196K -$16.9K -1,010 -8%
GD
2009
Grandfield & Dodd
New York
$195K +$19.5K +1,164 +11%
VCM
2010
Vivaldi Capital Management
Illinois
$195K +$195K +11,561 New
SHFP
2011
Second Half Financial Partners
Florida
$195K +$4.25K +253 +2%
RA
2012
Ruggaard & Associates
Ohio
$195K
ISWM
2013
Independent Solutions Wealth Management
New York
$195K -$486K -28,951 -71%
RPCONE
2014
Retirement Planning Company of New England
Rhode Island
$195K +$16.3K +972 +9%
OPWM
2015
Oxinas Partners Wealth Management
Indiana
$194K +$302 +18 +0.2%
FMI
2016
F/M Investments
District of Columbia
$194K +$4.4K +238 +2%
OWA
2017
Opal Wealth Advisors
New York
$194K -$45.4K -2,705 -19%
LCM
2018
LCM Capital Management
Illinois
$194K -$15.3K -912 -7%
FA
2019
Faithward Advisors
Pennsylvania
$193K -$48.6K -2,740 -20%
CCM
2020
Cohen Capital Management
California
$192K
HIA
2021
Harbor Investment Advisory
Maryland
$192K +$52.1K +3,104 +37%
GFPC
2022
Global Financial Private Client
Florida
$192K -$130K -7,747 -40%
GC
2023
Gratus Capital
Georgia
$192K -$9.63K -574 -5%
WCM
2024
WealthBridge Capital Management
Ohio
$192K +$192K +11,421 New
SFG
2025
Sather Financial Group
Texas
$191K