2,808 hedge funds and large institutions have $101B invested in Verizon in 2023 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 898 increasing their positions, 1,402 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,808
Holders Change
+215
Holders Change %
+8.29%
% of All Funds
41.17%
Holding in Top 10
54
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+45.95%
% of All Funds
0.79%
New
372
Increased
898
Reduced
1,402
Closed
112
Calls
$1.95B
Puts
$1.79B
Net Calls
+$160M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
2501
Howard Wealth Management
Connecticut
$212K +$212K +5,621 New
MCWS
2502
McKinley Carter Wealth Services
West Virginia
$212K +$212K +5,610 New
MWA
2503
Muirfield Wealth Advisors
North Carolina
$211K +$211K +5,604 New
1WM
2504
1900 Wealth Management
Texas
$211K -$22.2K -588 -10%
TCOO
2505
Trust Company of Oklahoma
Oklahoma
$211K +$211K +5,600 New
SWIM
2506
Smallwood Wealth Investment Management
New Jersey
$211K +$211K +5,599 New
BF
2507
Blankinship & Foster
California
$211K +$211K +5,595 New
GG
2508
GenWealth Group
New Jersey
$211K +$211K +5,589 New
AHB
2509
Abner Herrman & Brock
New Jersey
$210K +$210K +5,574 New
KA
2510
Kooman & Associates
Pennsylvania
$210K -$60.7K -1,609 -22%
Edgewood Management
2511
Edgewood Management
Connecticut
$209K +$209K +5,549 New
ECG
2512
Edge Capital Group
Georgia
$209K +$209K +5,548 New
ICM
2513
Intrepid Capital Management
Florida
$209K +$53.4K +1,417 +34%
KAM
2514
KEB Asset Management
Illinois
$209K +$209K +5,543 New
SIM
2515
SSI Investment Management
California
$209K +$209K +5,534 New
OWMIAS
2516
One Wealth Management Investment & Advisory Services
Florida
$208K +$208K +5,528 New
WCF
2517
West Coast Financial
California
$208K +$208K +5,527 New
NWM
2518
Northwest Wealth Management
Iowa
$208K +$208K +5,514 New
AFP
2519
Alpha Financial Partners
Kentucky
$208K +$208K +5,512 New
RIM
2520
Rockbridge Investment Management
New York
$208K +$208K +5,509 New
PWMG
2521
Private Wealth Management Group
New Jersey
$208K +$208K +5,509 New
Dodge & Cox
2522
Dodge & Cox
California
$207K +$207K +5,500 New
AAS
2523
Asset Allocation Strategies
Michigan
$207K +$207K +5,500 New
HCM
2524
Harvey Capital Management
Florida
$207K +$207K +5,500 New
MRCM
2525
M&R Capital Management
New Jersey
$207K +$16.2K +430 +8%