Point72 Asset Management, L.P. has opened a new $341.2M position in $TMUS, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $TMUS.
$TMUS Hedge Fund Activity
We have seen 911 institutional investors add shares of $TMUS stock to their portfolio, and 842 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SOFTBANK GROUP CORP. removed 21,500,000 shares (-25.2%) from their portfolio in Q2 2025, for an estimated $5,122,590,000
- WELLINGTON MANAGEMENT GROUP LLP added 4,335,368 shares (+47.5%) to their portfolio in Q3 2025, for an estimated $1,037,800,391
- JANE STREET GROUP, LLC added 4,211,850 shares (+1283.5%) to their portfolio in Q2 2025, for an estimated $1,003,515,381
- BERKSHIRE HATHAWAY INC removed 3,883,145 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $925,198,127
- D. E. SHAW & CO., INC. added 3,731,393 shares (+1336.0%) to their portfolio in Q2 2025, for an estimated $889,041,696
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,685,889 shares (+72.8%) to their portfolio in Q3 2025, for an estimated $882,328,108
- GHISALLO CAPITAL MANAGEMENT LLC removed 2,250,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $538,605,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$TMUS Insider Trading Activity
$TMUS insiders have traded $TMUS stock on the open market 413 times in the past 6 months. Of those trades, 1 have been purchases and 412 have been sales.
Here’s a breakdown of recent trading of $TMUS stock by insiders over the last 6 months:
- TELEKOM AG DEUTSCHE has made 0 purchases and 405 sales selling 6,478,127 shares for an estimated $1,525,541,009.
- G MICHAEL SIEVERT (President and CEO) has made 0 purchases and 4 sales selling 90,000 shares for an estimated $22,458,150.
- CALLIE R FIELD (President, Business Group) sold 12,300 shares for an estimated $2,961,840
- SRINI GOPALAN (President and CEO) purchased 9,800 shares for an estimated $1,977,836
- JON FREIER (President, Consumer Group) sold 7,000 shares for an estimated $1,750,000
- MICHAEL J. KATZ (Pres, Mkting Stgy & Prods) sold 2,500 shares for an estimated $627,800
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$TMUS Government Contracts
We have seen $40,961,140 of award payments to $TMUS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- WIRELESS TELECOMMUNICATIONS SERVICES TO INCLUDE DATA (EMAIL), TELEPHONE/VOICE (INCLUDING VOICEMAIL) AND/OR ...: $12,737,178
- IRS BASELINE REQUIREMENT FOR SMARTPHONES, HOTSPOTS, AND TABLETS.: $8,630,791
- EPA WIRELESS MOBILITY SERVICES: $2,666,473
- TASK ORDER FOR WIRELESS SERVICES: $1,150,000
- AT&T WIRELESS SERVICES AND SERVICE ENABLED DEVICES FOR USDA ENTERPRISE NETWORK SERVICES PERIOD OF PERFORMAN...: $948,908
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$TMUS Congressional Stock Trading
Members of Congress have traded $TMUS stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $TMUS stock by members of Congress over the last 6 months:
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$TMUS Analyst Ratings
Wall Street analysts have issued reports on $TMUS in the last several months. We have seen 8 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Tigress Financial issued a "Buy" rating on 11/11/2025
- Morgan Stanley issued a "Overweight" rating on 10/27/2025
- TD Cowen issued a "Buy" rating on 10/24/2025
- Barclays issued a "Overweight" rating on 10/24/2025
- RBC Capital issued a "Outperform" rating on 10/14/2025
- Benchmark issued a "Buy" rating on 10/10/2025
- JP Morgan issued a "Overweight" rating on 09/30/2025
To track analyst ratings and price targets for $TMUS, check out Quiver Quantitative's $TMUS forecast page.
$TMUS Price Targets
Multiple analysts have issued price targets for $TMUS recently. We have seen 13 analysts offer price targets for $TMUS in the last 6 months, with a median target of $270.0.
Here are some recent targets:
- Ivan Feinseth from Tigress Financial set a target price of $310.0 on 11/11/2025
- Benjamin Swinburne from Morgan Stanley set a target price of $280.0 on 10/27/2025
- Kannan Venkateshwar from Barclays set a target price of $240.0 on 10/24/2025
- Gregory Williams from TD Cowen set a target price of $263.0 on 10/24/2025
- Eric Luebchow from Wells Fargo set a target price of $260.0 on 10/16/2025
- Jonathan Atkin from RBC Capital set a target price of $270.0 on 10/14/2025
- Matthew Harrigan from Benchmark set a target price of $295.0 on 10/10/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $TMUS ticker page for more data.
