2,843 hedge funds and large institutions have $110B invested in Verizon in 2024 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 1,238 increasing their positions, 1,207 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,843
Holders Change
+35
Holders Change %
+1.25%
% of All Funds
41.21%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
202
Increased
1,238
Reduced
1,207
Closed
133
Calls
$2.03B
Puts
$1.66B
Net Calls
+$379M
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Shares
Change %
BFWA
2501
Benchmark Financial Wealth Advisors
Florida
$224K +$224K +5,349 New
HGWM
2502
Horst & Graben Wealth Management
Oregon
$224K -$76.6K -1,825 -25%
CCG
2503
Chatham Capital Group
Georgia
$224K -$108K -2,580 -33%
CCP
2504
Carmel Capital Partners
California
$224K +$224K +5,330 New
NF
2505
Nikulski Financial
Iowa
$223K -$2.39K -57 -1%
JWCA
2506
J.W. Coons Advisors
Ohio
$223K
AFS
2507
AFG Fiduciary Services
Massachusetts
$223K -$22.4K -549 -9%
CNWM
2508
Clay Northam Wealth Management
California
$222K +$222K +5,302 New
APW
2509
Acima Private Wealth
Virginia
$222K
CJ
2510
Caitlin John
Michigan
$222K +$206K +4,917 +1,355%
MCWS
2511
McKinley Carter Wealth Services
West Virginia
$221K -$14.3K -340 -6%
SW
2512
SMART Wealth
Nebraska
$221K +$221K +5,258 New
PTB
2513
Pioneer Trust Bank
Oregon
$221K +$221K +5,255 New
BWM
2514
Baron Wealth Management
Michigan
$220K +$220K +5,245 New
SWM
2515
Sendero Wealth Management
Texas
$219K +$219K +5,226 New
BFWM
2516
Bright Futures Wealth Management
New York
$218K +$218K +5,352 New
MAA
2517
Mraz Amerine & Associates
California
$218K +$218K +5,202 New
MPW
2518
Monterey Private Wealth
California
$218K -$11K -261 -5%
GGS
2519
Galvin Gaustad & Stein
Arizona
$218K -$45.9K -1,095 -17%
BFA
2520
Beaumont Financial Advisors
Massachusetts
$217K -$30.1K -717 -12%
FAM
2521
Flaharty Asset Management
Florida
$216K -$62.8K -1,496 -22%
CAM
2522
Cypress Asset Management
Texas
$216K -$175K -3,775 -45%
WAOI
2523
Wealth Advisors of Iowa
Iowa
$215K +$215K +5,135 New
FA
2524
Fermata Advisors
California
$215K +$215K +5,129 New
VIA
2525
Virtus Investment Advisers
Connecticut
$215K