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Telephone and Data Systems

306 hedge funds and large institutions have $3.78B invested in Telephone and Data Systems in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

14% more capital invested

Capital invested by funds: $3.31B → $3.78B (+$472M)

2% more funds holding

Funds holding: 301306 (+5)

0.09% more ownership

Funds ownership: 92.04%92.13% (+0.09%)

16% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 121

29% less call options, than puts

Call options by funds: $81.5M | Put options by funds: $115M

Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
4.1%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
43
Increased
102
Reduced
121
Closed
36
Calls
$81.5M
Puts
$115M
Net Calls
-$33.1M
Net Calls Change
-$32M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
251
Hoey Investments
Pennsylvania
$64.6K -$4.5K -125 -7%
SS
252
SBI Securities
Japan
$57.5K -$25K -695 -32%
BC
253
Bayforest Capital
United Kingdom
$52K +$26.5K +737 +122%
IBOK
254
Independence Bank of Kentucky
Kentucky
$46.5K
AssetMark Inc
255
AssetMark Inc
California
$32.8K +$720 +20 +2%
IHWM
256
Iron Horse Wealth Management
Iowa
$22.9K -$16K -445 -43%
Federated Hermes
257
Federated Hermes
Pennsylvania
$20.3K -$40.4K -1,121 -68%
Bessemer Group
258
Bessemer Group
New Jersey
$19K +$5.26K +146 +43%
PS
259
Principal Securities
Iowa
$18.9K
PTC
260
Private Trust Company
Ohio
$18.3K -$36 -1 -0.2%
EWA
261
EverSource Wealth Advisors
Alabama
$17.4K +$1.33K +37 +9%
BTI
262
Blue Trust Inc
Georgia
$15.2K +$1.62K +45 +13%
MTC
263
Matrix Trust Company
Colorado
$14K +$13.2K +366 New
UB
264
UMB Bank
Missouri
$13.4K +$3.93K +109 +46%
NSIM
265
North Star Investment Management
Illinois
$10.5K -$3.35K -93 -25%
JFGIW
266
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.4K
LFG
267
Larson Financial Group
Missouri
$10.1K +$8.64K +240 +1,143%
BIG
268
Brooklyn Investment Group
New York
$9.61K +$3.42K +95 +62%
TWC
269
TD Waterhouse Canada
Ontario, Canada
$9.61K
PWMG
270
Private Wealth Management Group
New Jersey
$8.87K -$2.09K -58 -20%
AF
271
Allworth Financial
California
$8.18K +$504 +14 +7%
HNB
272
Huntington National Bank
Ohio
$8.17K -$12.5K -346 -62%
SC
273
SouthState Corp
Florida
$6.74K +$6.27K +174 New
CMBA
274
C.M. Bidwell & Associates
Hawaii
$6.39K
AAP
275
Arax Advisory Partners
Colorado
$6.35K -$3.03K -84 -34%

TDS Hedge Fund Activity: Q1 2025 in Review

306 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q1 2025, worth a combined $3.78B — up 14% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new TDS positions and 36 closed out — a net gain of 7 holders — while 102 added to existing stakes and 121 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $47.5M. The largest seller was BlackRock, cutting an estimated $34.3M.

  • 306 institutional investors held Telephone and Data Systems (TDS) as of Q1 2025, up from 301 in Q4 2024.
  • Funds reported $3.78B of Telephone and Data Systems stock for Q1 2025, up 14% quarter-over-quarter.
  • 43 funds opened new Telephone and Data Systems positions in Q1 2025 and 36 closed out, a net change of +7 holders.
  • The largest Telephone and Data Systems buyer in Q1 2025 was Goldman Sachs, an estimated $47.5M added.
  • The largest Telephone and Data Systems seller in Q1 2025 was BlackRock, an estimated $34.3M sold.

Based on aggregated 13F filings for Q1 2025.