2,644 hedge funds and large institutions have $104B invested in AT&T in 2024 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,015 increasing their positions, 1,009 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,644
Holders Change
+221
Holders Change %
+9.12%
% of All Funds
35.19%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.83%
New
379
Increased
1,015
Reduced
1,009
Closed
111
Calls
$1.11B
Puts
$893M
Net Calls
+$218M
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Shares
Change %
EA
2001
Ergawealth Advisors
Illinois
$279K -$2.3K -101 -0.8%
VP
2002
Verum Partners
North Carolina
$279K -$16.2K -713 -6%
CICI
2003
Capital Investment Counsel Inc
North Carolina
$279K -$26.2K -1,151 -9%
AWM
2004
Accel Wealth Management
Iowa
$279K +$5.1K +224 +2%
TWM
2005
Tradition Wealth Management
Minnesota
$279K -$592 -26 -0.2%
WC
2006
Woodstock Corp
Massachusetts
$278K -$22.8K -1,000 -8%
AIA
2007
AIMZ Investment Advisors
California
$277K -$6.83K -300 -2%
JWBC
2008
John W. Brooker & Co
California
$277K
MAM
2009
MWA Asset Management
Massachusetts
$277K +$273 +12 +0.1%
SAM
2010
Satovsky Asset Management
New York
$277K -$4.9K -215 -2%
ACS
2011
Archford Capital Strategies
Illinois
$277K +$4.1K +180 +2%
WWG
2012
West Wealth Group
California
$276K -$28.6K -1,254 -9%
BMWS
2013
Brady Martz Wealth Solutions
North Dakota
$276K +$276K +12,673 New
FWA
2014
FSM Wealth Advisors
Ohio
$276K +$28K +1,273 +11%
SPC
2015
Spirepoint Private Client
Florida
$276K -$24.6K -1,082 -8%
PB
2016
Pinnacle Bancorp
Nebraska
$276K -$10.6K -466 -4%
HWP
2017
Heritage Wealth Partners
Ohio
$276K +$1.23K +54 +0.4%
WAM
2018
Worth Asset Management
Texas
$275K +$6.03K +265 +2%
LCM
2019
Laurion Capital Management
New York
$275K +$275K +12,073 New
OC
2020
Optima Capital
Oregon
$274K +$274K +12,048 New
TWM
2021
Trueblood Wealth Management
Ohio
$274K -$12.6K -553 -4%
AWS
2022
Aspen Wealth Strategies
Colorado
$274K -$2.92K -128 -1%
CIC
2023
Carnegie Investment Counsel
Ohio
$274K +$22.5K +989 +9%
RPCONE
2024
Retirement Planning Company of New England
Rhode Island
$274K +$22K +967 +9%
CI
2025
Cherokee Insurance
Michigan
$273K +$273K +12,000 New