Guru Ownership Over Time
Guru Analysis for ADTRAN Holdings, Inc. (ADTN)
ADTRAN Holdings, Inc. (ADTN), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $37.97 M.
Top institutional holders include Chuck Royce and First Eagle Investment.
Institutional sentiment is currently Bullish. This is evidenced by a $1 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 175.4%. Conversely, Renaissance Technologies reduced exposure by 59.4%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.23% | Add 14.7% | 2,410,775 | $22.61 M | Q3 2025 | |
| 0.02% | Add 6.7% | 1,209,207 | $11.34 M | Q3 2025 | |
| 0.00% | Reduce -59.4% | 271,634 | $2.55 M | Q3 2025 | |
| 0.00% | Reduce -27.8% | 176,406 | $1.65 M | Q3 2025 | |
| 0.02% | New Buy | 174,330 | $1.64 M | Q3 2025 | |
| 0.30% | New Buy | 147,000 | $1.38 M | Q3 2025 | |
| 0.00% | Add 175.4% | 120,701 | $1.13 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for ADTRAN Holdings, Inc. (ADTN)
Top Guru holders include Chuck Royce ($22.61 M), First Eagle Investment ($11.34 M), Renaissance Technologies ($2.55 M). Collectively, tracked Gurus hold 4.51 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $1 M, with 5 Gurus buying and 4 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 2 Gurus sold out of ADTN completely. Total sell value was $6.34 M.
Yes, 2 Gurus opened new positions in ADTN, and 3 added to their existing holdings. Total buy value was $7.34 M.