AMERICAN TOWER CORP NEW (AMT) — Hedge Fund Ownership Q4 2025
AMT
- AMERICAN TOWER CORP NEW (AMT) is held by 4 of 82 tracked hedge funds, with Cantillon Capital Management (2%) and Akre Capital Management (0.5%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in AMT holdings came from Cantillon Capital Management (+1%), highlighting conviction.
- The biggest decreases in AMT holdings came from Akre Capital Management (-42%) and Davis Selected Advisers (-3%), suggesting profit-taking or de-risking.
- 1 hedge fund exited AMT.
- Overall, hedge funds decreased exposure to AMERICAN TOWER CORP NEW (AMT) by -8% vs the prior quarter and -72% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Cantillon Capital Management William von Mueffling
|
1.74% | 1.8M | +0.81% | -6.01% | $321.4M | $175.57 | — |
| 2 |
Akre Capital Management Chuck Akre
|
0.49% | 255K | -42.36% | -95.36% | $44.8M | $175.57 | — |
| 3 |
Davis Selected Advisers Christopher Davis
|
0.05% | 64K | -2.59% | -28.55% | $11.2M | $175.57 | — |
| 4 |
Mairs & Power
|
0.00% | 2K | -33.36% | — | $354,651 | $175.57 | — |
| — |
Torray Investment Partners Robert Torray
|
— | — | EXITED | — | — | — | — |
| 4 | Total | — | 2.2M | -7.59% | -71.66% | $377.8M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.