We are live on ! Find out more

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
SDWMA
2601
Schneider Downs Wealth Management Advisors
Pennsylvania
$204K +$207K +5,247 New
JGUA
2602
John G. Ullman & Associates
New York
$204K +$207K +5,251 New
MIA
2603
Milestone Investment Advisors
Wisconsin
$204K +$206K +5,233 New
HIA
2604
HTG Investment Advisors
Connecticut
$204K -$1.97K -50 -0.9%
LA
2605
LexAurum Advisors
Kansas
$203K +$206K +5,232 New
FBB
2606
Fulton Breakefield Broenniman
Maryland
$203K -$6.88M -174,439 -97%
CWAF
2607
Core Wealth Advisors (Florida)
Florida
$203K +$34.6K +878 +20%
PCA
2608
Private Capital Advisors
Connecticut
$203K +$206K +5,214 New
YWM
2609
Yoder Wealth Management
California
$203K +$206K +5,211 New
AL
2610
ADE LLC
Maryland
$203K +$79 +2 +0%
MAA
2611
Mraz Amerine & Associates
California
$202K
NCM
2612
Noesis Capital Mangement
Florida
$202K +$204K +5,183 New
FAT
2613
First American Trust
California
$202K +$206K +5,219 New
APC
2614
Aspire Private Capital
North Carolina
$202K +$6.27K +159 +3%
AWM
2615
Atticus Wealth Management
Florida
$201K +$70.6K +1,791 +53%
BWM
2616
Birchcreek Wealth Management
Ohio
$200K -$73.6K -1,867 -27%
SIAG
2617
Safeguard Investment Advisory Group
California
$200K +$203K +5,152 New
SPC
2618
Stewart & Patten Company
California
$200K +$203K +5,149 New
GM
2619
GeoWealth Management
Illinois
$199K -$2.21K -56 -1%
RA
2620
Rise Advisors
New York
$196K +$55.1K +1,398 +39%
CM
2621
Cercano Management
Washington
$194K
HI
2622
Hoey Investments
Pennsylvania
$192K
ICP
2623
Interchange Capital Partners
Pennsylvania
$189K +$189K +4,793 New
BBPWM
2624
Blue Bell Private Wealth Management
Pennsylvania
$188K
TLCM
2625
Twin Lakes Capital Management
California
$188K +$986 +25 +0.5%

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.