2,811 hedge funds and large institutions have $103B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 1,428 increasing their positions, 1,012 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,811
Holders Change
-17
Holders Change %
-0.6%
% of All Funds
44.99%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
182
Increased
1,428
Reduced
1,012
Closed
136
Calls
$1.37B
Puts
$1.39B
Net Calls
-$20.9M
Net Calls Change
+$90.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
2576
Alta Wealth Advisors
Massachusetts
$206K +$206K +5,304 New
CA
2577
Centerpoint Advisors
Massachusetts
$206K -$9.06K -233 -4%
QC
2578
QCM Cayman
Texas
$206K +$206K +5,291 New
SA
2579
Scarborough Advisors
Maryland
$206K +$206K +5,287 New
NRC
2580
New Republic Capital
North Carolina
$205K +$205K +5,278 New
PWP
2581
Perfromance Wealth Partners
Illinois
$205K -$10.9K -280 -5%
TNA
2582
True North Advisors
Texas
$205K +$205K +5,260 New
CC
2583
Commons Capital
Massachusetts
$204K -$169K -4,347 -45%
SDWMA
2584
Schneider Downs Wealth Management Advisors
Pennsylvania
$204K +$204K +5,247 New
JGUA
2585
John G. Ullman & Associates
New York
$204K +$204K +5,251 New
MIA
2586
Milestone Investment Advisors
Wisconsin
$204K +$204K +5,233 New
HIA
2587
HTG Investment Advisors
Connecticut
$204K -$1.94K -50 -0.9%
LA
2588
LexAurum Advisors
Kansas
$203K +$203K +5,232 New
FBB
2589
Fulton Breakefield Broenniman
Maryland
$203K -$6.78M -174,439 -97%
CWA
2590
Core Wealth Advisors
Florida
$203K +$34.1K +878 +20%
PCA
2591
Private Capital Advisors
Connecticut
$203K +$203K +5,214 New
YWM
2592
Yoder Wealth Management
California
$203K +$203K +5,211 New
AL
2593
ADE LLC
Maryland
$203K +$78 +2 +0%
MAA
2594
Mraz Amerine & Associates
California
$202K
NCM
2595
Noesis Capital Mangement
Florida
$202K +$202K +5,183 New
FAT
2596
First American Trust
California
$202K +$202K +5,219 New
APC
2597
Aspire Private Capital
North Carolina
$202K +$6.18K +159 +3%
AWM
2598
Atticus Wealth Management
Florida
$201K +$69.7K +1,791 +53%
BWM
2599
Birchcreek Wealth Management
Ohio
$200K -$72.6K -1,867 -27%
SIAG
2600
Safeguard Investment Advisory Group
California
$200K +$200K +5,152 New