We are live on ! Find out more

2,289 hedge funds and large institutions have $59.9B invested in AT&T in 2023 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 812 increasing their positions, 1,171 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $767M

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

0.73% more ownership

Funds ownership: 54.85%55.58% (+0.73%)

5% less capital invested

Capital invested by funds: $62.8B → $59.9B (-$2.93B)

4% less funds holding

Funds holding: 2,3962,289 (-107)

31% less repeat investments, than reductions

Existing positions increased: 812 | Existing positions reduced: 1,171

38% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 207

Holders
2,289
Holders Change
-107
Holders Change %
-4.47%
% of All Funds
36.32%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.48%
New
129
Increased
812
Reduced
1,171
Closed
207
Calls
$1.1B
Puts
$767M
Net Calls
+$334M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
2026
Archvest Wealth Advisors
California
$154K +$150K +10,244 New
HCM
2027
Hollencrest Capital Management
California
$154K
RA
2028
Rational Advisors
New York
$154K -$61.3K -4,179 -29%
LWM
2029
LJI Wealth Management
Indiana
$153K -$26.4K -1,799 -15%
T
2030
TCWP
Ohio
$153K +$150K +10,216 New
CW
2031
CIC Wealth
Maryland
$153K -$8.06K -550 -5%
IGGA
2032
Iron Gate Global Advisors
Utah
$153K -$8.4K -573 -5%
CWM
2033
Collaborative Wealth Management
Florida
$153K +$149K +10,170 New
GWA
2034
GGM Wealth Advisors
Maryland
$153K -$3.4K -232 -2%
DIM
2035
Delta Investment Management
California
$152K
BA
2036
Bluesphere Advisors
Pennsylvania
$152K -$33.7K -2,296 -18%
MAG
2037
MRA Advisory Group
New Jersey
$152K +$148K +10,119 New
NJBEST
2038
New Jersey Better Educational Savings Trust
New Jersey
$152K
DWA
2039
Douglass Winthrop Advisors
New York
$151K -$36.6K -2,495 -20%
CAM
2040
Cacti Asset Management
Georgia
$150K
RAM
2041
Roanoke Asset Management
New Jersey
$150K -$375K -25,594 -72%
FMP
2042
Financial Management Professionals
Texas
$145K +$18.5K +1,265 +15%
TWM
2043
Tradition Wealth Management
Minnesota
$144K +$2.05K +140 +1%
SOAMC
2044
Spirit of America Management Corp
New York
$143K +$44K +3,000 +46%
FPFS
2045
First Personal Financial Services
North Carolina
$141K +$23.7K +1,616 +21%
GM
2046
GeoWealth Management
Illinois
$141K -$109K -7,423 -44%
WOSD
2047
WFA of San Diego
California
$141K +$14.6K +996 +12%
SAM
2048
S.A. Mason
Michigan
$139K -$154K -10,514 -53%
JFGIW
2049
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138K -$85.1K -5,806 -39%
TLCM
2050
Twin Lakes Capital Management
California
$137K +$1.52K +104 +1%

T Hedge Fund Activity: Q3 2023 in Review

2,289 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2023, worth a combined $59.9B — down 4.7% from $62.8B a quarter earlier.

Sellers outnumbered buyers: 207 funds closed out of T and 129 opened new positions — a net loss of 78 holders — while 1,171 trimmed existing stakes and 812 added.

The largest buyer was Ameriprise, adding an estimated $501M. The largest seller was Deutsche Bank, cutting an estimated $241M.

  • 2,289 institutional investors held AT&T (T) as of Q3 2023, down from 2,396 in Q2 2023.
  • Funds reported $59.9B of AT&T stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 129 funds opened new AT&T positions in Q3 2023 and 207 closed out, a net change of -78 holders.
  • The largest AT&T buyer in Q3 2023 was Ameriprise, an estimated $501M added.
  • The largest AT&T seller in Q3 2023 was Deutsche Bank, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2023.