2,820 hedge funds and large institutions have $115B invested in AT&T in 2025 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 1,037 increasing their positions, 1,258 reducing their positions, and 245 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

11% less capital invested

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

18% less repeat investments, than reductions

Existing positions increased: 1,037 | Existing positions reduced: 1,258

38% less funds holding in top 10

Funds holding in top 10: 4226 (-16)

Holders
2,820
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.22B
Puts
$1.04B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
2001
Twelve Points Wealth Management
Massachusetts
$329K
CIA
2002
Cohen Investment Advisors
New Hampshire
$328K
HW
2003
HORAN Wealth
Ohio
$327K
GG
2004
GenWealth Group
New Jersey
$326K
OAM
2005
Oak Asset Management
California
$326K
LFS
2006
Legacy Financial Strategies
Kansas
$326K
ClearBridge Investments
2007
ClearBridge Investments
New York
$324K
CB
2008
CNB Bank
Pennsylvania
$324K
SFS
2009
Symphony Financial Services
Ohio
$323K
ISWM
2010
Independent Solutions Wealth Management
New York
$323K
FFG
2011
Frisch Financial Group
New York
$323K
GWM
2012
GSB Wealth Management
Connecticut
$323K
FCA
2013
Fortis Capital Advisors
Kansas
$322K
ORC
2014
O'Rourke & Company
Massachusetts
$322K
SWM
2015
Segment Wealth Management
Texas
$322K
SPA
2016
Shore Point Advisors
New Jersey
$322K
BCP
2017
Blue Chip Partners
Michigan
$322K
YCG
2018
Yeomans Consulting Group
Georgia
$322K
RPWA
2019
Regent Peak Wealth Advisors
Georgia
$322K
MAM
2020
MWA Asset Management
Massachusetts
$321K
TCM
2021
Triumph Capital Management
Colorado
$320K
EP
2022
Edgestream Partners
New Jersey
$320K
CPA
2023
Clear Point Advisors
New York
$319K
IPW
2024
Inlet Private Wealth
Florida
$319K
CL
2025
CLG LLC
California
$319K