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2,849 hedge funds and large institutions have $115B invested in AT&T in 2025 Q4 according to their latest regulatory filings, with 299 funds opening new positions, 1,043 increasing their positions, 1,263 reducing their positions, and 246 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 299 | Existing positions closed: 246

17% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.04B

1.38% more ownership

Funds ownership: 64.09%65.47% (+1.4%)

0% less funds holding

Funds holding: 2,8612,849 (-12)

11% less capital invested

Capital invested by funds: $129B → $115B (-$13.9B)

17% less repeat investments, than reductions

Existing positions increased: 1,043 | Existing positions reduced: 1,263

38% less funds holding in top 10

Funds holding in top 10: 4226 (-16)

Holders
2,849
Holders Change
-12
Holders Change %
-0.42%
% of All Funds
34.66%
Holding in Top 10
26
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-38.1%
% of All Funds
0.32%
New
299
Increased
1,043
Reduced
1,263
Closed
246
Calls
$1.22B
Puts
$1.04B
Net Calls
+$179M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
2001
Powers Advisory Group
Illinois
$334K +$6.23K +246 +2%
CWP
2002
CFM Wealth Partners
Texas
$334K
TPWA
2003
Twin Peaks Wealth Advisors
California
$332K -$1.37K -54 -0.4%
TWM
2004
TCFG Wealth Management
California
$332K -$5.54K -219 -2%
IP
2005
Intellectus Partners
California
$332K +$1.04K +41 +0.3%
CS
2006
Cannell & Spears
New York
$331K -$12.7K -502 -4%
PPW
2007
Parcion Private Wealth
Washington
$330K -$44.2K -1,744 -12%
BLWM
2008
Bucket List Wealth Management
Florida
$330K +$336K +13,290 New
WCM
2009
Windsor Capital Management
Arizona
$330K -$28.1K -1,111 -8%
NI
2010
NDVR Inc
Massachusetts
$330K +$74.3K +2,935 +28%
ISFAN
2011
Investor's Fiduciary Advisor Network
Washington
$329K +$6.3K +249 +2%
TPWM
2012
Twelve Points Wealth Management
Massachusetts
$329K +$13.9K +549 +4%
CIA
2013
Cohen Investment Advisors
New Hampshire
$328K -$3.82K -151 -1%
HW
2014
HORAN Wealth
Ohio
$327K +$2.94K +116 +0.9%
GG
2015
GenWealth Group
New Jersey
$326K +$18.6K +733 +6%
OAM
2016
Oak Asset Management
California
$326K
LFS
2017
Legacy Financial Strategies
Kansas
$326K -$13.4K -528 -4%
ClearBridge Investments
2018
ClearBridge Investments
New York
$324K -$13.8K -546 -4%
CB
2019
CNB Bank
Pennsylvania
$324K -$81.4K -3,217 -20%
SFS
2020
Symphony Financial Services
Ohio
$323K +$104K +4,120 +46%
ISWM
2021
Independent Solutions Wealth Management
New York
$323K
FFG
2022
Frisch Financial Group
New York
$323K -$136K -5,373 -29%
GWM
2023
GSB Wealth Management
Connecticut
$323K -$19.1K -755 -5%
FCA
2024
Fortis Capital Advisors
Kansas
$322K -$9.29K -367 -3%
ORC
2025
O'Rourke & Company
Massachusetts
$322K +$608 +24 +0.2%