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2,959 hedge funds and large institutions have $133B invested in AT&T in 2026 Q1 according to their latest regulatory filings, with 305 funds opening new positions, 1,256 increasing their positions, 1,122 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $2.81B | Put options by funds: $1.27B

118% more first-time investments, than exits

New positions opened: 305 | Existing positions closed: 140

69% more funds holding in top 10

Funds holding in top 10: 2644 (+18)

16% more capital invested

Capital invested by funds: $115B → $133B (+$18.1B)

12% more repeat investments, than reductions

Existing positions increased: 1,256 | Existing positions reduced: 1,122

4% more funds holding

Funds holding: 2,8492,959 (+110)

0.52% more ownership

Funds ownership: 65.47%66% (+0.52%)

Holders
2,959
Holders Change
+110
Holders Change %
+3.86%
% of All Funds
36.45%
Holding in Top 10
44
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+69.23%
% of All Funds
0.54%
New
305
Increased
1,256
Reduced
1,122
Closed
140
Calls
$2.81B
Puts
$1.27B
Net Calls
+$1.54B
Net Calls Change
+$1.36B
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
2001
J.W. Burns & Co
New York
$380K -$113K -4,226 -24%
RLH
2002
RD Lewis Holdings
Florida
$379K -$12K -450 -3%
CWM
2003
Connecticut Wealth Management
Connecticut
$379K +$48K +1,795 +16%
BPWM
2004
Badgley Phelps Wealth Managers
Washington
$378K +$349K +13,046 New
FFA
2005
Florida Financial Advisors
Florida
$378K +$16.5K +619 +5%
AIM
2006
Axiom Investment Management
New York
$378K +$348K +13,026 New
GWM
2007
GSB Wealth Management
Connecticut
$377K +$267 +10 +0.1%
SWM
2008
Segment Wealth Management
Texas
$376K -$160 -6 -0%
SPA
2009
Shore Point Advisors
New Jersey
$376K
LSWP
2010
Liberty Square Wealth Partners
Pennsylvania
$376K -$31.4K -1,176 -8%
MAM
2011
MWA Asset Management
Massachusetts
$375K +$267 +10 +0.1%
HDIM
2012
Hanson & Doremus Investment Management
Vermont
$375K +$32.2K +1,205 +10%
ORC
2013
O'Rourke & Company
Massachusetts
$375K -$1.42K -53 -0.4%
PIMG
2014
Patriot Investment Management Group
Tennessee
$375K -$28.4K -1,062 -8%
PWM
2015
Palumbo Wealth Management
New York
$375K +$8.26K +309 +2%
KLWA
2016
Kelly Lawrence W & Associates
California
$375K -$138K -5,181 -29%
PWA
2017
PCG Wealth Advisors
Kansas
$375K -$18.9K -706 -5%
LFIA
2018
Legacy Financial Independent Advisors
Kentucky
$374K +$344K +12,895 New
SRC
2019
Sage Rhino Capital
California
$372K +$347 +13 +0.1%
GIPW
2020
Granite Islands Private Wealth
Connecticut
$371K +$44.1K +1,652 +15%
RFP
2021
Root Financial Partners
California
$371K +$44.1K +1,650 +15%
IA
2022
Inspire Advisors
Idaho
$371K +$121K +4,513 +54%
NF
2023
Napier Financial
Massachusetts
$371K +$2.14K +80 +0.6%
FGWP
2024
Founders Grove Wealth Partners
Virginia
$371K +$83.6K +3,129 +32%
SCM
2025
Steele Capital Management
Iowa
$371K -$37.2K -1,391 -10%