2,397 hedge funds and large institutions have $73.4B invested in AT&T in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 977 increasing their positions, 1,031 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,397
Holders Change
-33
Holders Change %
-1.36%
% of All Funds
34.74%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.55%
New
158
Increased
977
Reduced
1,031
Closed
158
Calls
$1.04B
Puts
$800M
Net Calls
+$240M
Net Calls Change
-$85.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ISWM
2001
Independent Solutions Wealth Management
New York
$201K -$3.33K -189 -2%
FAM
2002
Flaharty Asset Management
Florida
$200K -$34.8K -1,978 -15%
TC
2003
Trilogy Capital
California
$200K -$141 -8 -0.1%
NCTC
2004
New Covenant Trust Company
Indiana
$200K +$200K +11,378 New
GFPC
2005
Global Financial Private Client
Florida
$200K +$70 +4 +0%
KLCM
2006
KG&L Capital Management
Louisiana
$200K -$11.9K -678 -6%
BIG
2007
Builder Investment Group
Georgia
$199K
TW
2008
Towerpoint Wealth
California
$199K -$413K -23,472 -68%
DSC
2009
Duncker Streett & Co
Missouri
$198K +$4.33K +246 +2%
AI
2010
Accredited Investors
Minnesota
$198K -$1.51K -86 -0.8%
FNWA
2011
Financial Network Wealth Advisors
Utah
$197K -$9.12K -518 -4%
RCA
2012
Resonant Capital Advisors
Wisconsin
$197K -$60.1K -3,414 -23%
CWM
2013
Connecticut Wealth Management
Connecticut
$196K -$184K -10,441 -48%
AWM
2014
Affinity Wealth Management
Delaware
$196K -$31.7K -1,801 -14%
RWB
2015
RMR Wealth Builders
New Jersey
$196K +$196K +11,153 New
SPG
2016
Strategic Planning Group
Utah
$196K +$18 +1 +0%
WIM
2017
Westside Investment Management
California
$196K +$4.35K +247 +2%
WAM
2018
WealthTrust Asset Management
Florida
$195K -$73K -4,147 -27%
LFG
2019
Lockerman Financial Group
California
$195K +$3.66K +208 +2%
LCM
2020
LCM Capital Management
Illinois
$195K -$8.08K -459 -4%
SEIA
2021
Signature Estate & Investment Advisors
California
$195K +$9.15K +520 +5%
PWA
2022
Physician Wealth Advisors
Utah
$195K -$1.32K -82 -0.7%
PCMK
2023
Paragon Capital Management (Kansas)
Kansas
$194K +$9.22K +524 +5%
AHB
2024
Abner Herrman & Brock
New Jersey
$194K
IWA
2025
Inspirion Wealth Advisors
Illinois
$194K -$23.9K -1,357 -11%