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2,829 hedge funds and large institutions have $104B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,435 increasing their positions, 1,015 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,435 | Existing positions reduced: 1,015

37% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 137

1.01% more ownership

Funds ownership: 62.63%63.64% (+1%)

0% less funds holding

Funds holding: 2,8412,829 (-12)

1% less capital invested

Capital invested by funds: $104B → $104B (-$916M)

1% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.39B

8% less funds holding in top 10

Funds holding in top 10: 6459 (-5)

Holders
2,829
Holders Change
-12
Holders Change %
-0.42%
% of All Funds
45.08%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
188
Increased
1,435
Reduced
1,015
Closed
137
Calls
$1.38B
Puts
$1.39B
Net Calls
-$17M
Net Calls Change
+$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
2501
Larson Financial Group
Missouri
$234K +$1.85K +47 +0.8%
CG
2502
Carmignac Gestion
France
$233K
PCA
2503
Pallas Capital Advisors
Massachusetts
$233K +$247K +6,271 New
NEWAS
2504
N.E.W. Advisory Services
Wisconsin
$233K +$1.06K +27 +0.5%
FPGK
2505
Financial Partners Group (Kansas)
Kansas
$233K -$986 -25 -0.4%
WFAG
2506
Worth Financial Advisory Group
North Carolina
$233K -$36.6K -927 -13%
TA
2507
TKG Advisors
Indiana
$232K +$236K +5,975 New
WP
2508
WMS Partners
Maryland
$232K +$14.5K +368 +7%
OA
2509
Operose Advisors
Wisconsin
$232K -$789 -20 -0.3%
OLA
2510
Oliver Luxxe Assets
New Jersey
$232K -$394 -10 -0.2%
NL
2511
Navalign LLC
California
$232K -$12.1K -308 -5%
WWG
2512
West Wealth Group
California
$232K +$18.1K +460 +8%
SPW
2513
Sonoma Private Wealth
California
$232K +$235K +5,953 New
WAM
2514
Winslow Asset Management
Ohio
$231K -$66.6K -1,689 -22%
SGWM
2515
Sterling Group Wealth Management
California
$231K +$276 +7 +0.1%
HKIMG
2516
Hutchens & Kramer Investment Management Group
Indiana
$231K +$24.7K +626 +12%
MFS
2517
Madrona Financial Services
Washington
$230K +$234K +5,923 New
NF
2518
Nikulski Financial
Iowa
$230K +$233K +5,918 New
AF
2519
Affiance Financial
Minnesota
$228K -$3.59K -91 -2%
CPA
2520
Cardiff Park Advisors
California
$228K +$39 +1 +0%
SC
2521
Schubert & Co
Texas
$228K -$58K -1,470 -20%
IWM
2522
Integris Wealth Management
California
$228K
FZCM
2523
Flynn Zito Capital Management
New York
$227K -$8.16K -207 -3%
TIM
2524
Total Investment Management
Arizona
$227K +$907 +23 +0.4%
GWAM
2525
Guardian Wealth Advisors (Minnesota)
Minnesota
$226K +$16.7K +424 +8%

VZ Hedge Fund Activity: Q1 2023 in Review

2,829 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2023, worth a combined $104B — down 0.88% from $104B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new VZ positions and 137 closed out — a net gain of 51 holders — while 1,435 added to existing stakes and 1,015 trimmed.

The largest buyer was Bank of America, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $420M.

  • 2,829 institutional investors held Verizon (VZ) as of Q1 2023, down from 2,841 in Q4 2022.
  • Funds reported $104B of Verizon stock for Q1 2023, down 0.88% quarter-over-quarter.
  • 188 funds opened new Verizon positions in Q1 2023 and 137 closed out, a net change of +51 holders.
  • The largest Verizon buyer in Q1 2023 was Bank of America, an estimated $393M added.
  • The largest Verizon seller in Q1 2023 was T. Rowe Price Associates, an estimated $420M sold.

Based on aggregated 13F filings for Q1 2023.