3,011 hedge funds and large institutions have $112B invested in Verizon in 2024 Q4 according to their latest regulatory filings, with 361 funds opening new positions, 1,122 increasing their positions, 1,333 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,011
Holders Change
+128
Holders Change %
+4.44%
% of All Funds
40.08%
Holding in Top 10
47
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-14.55%
% of All Funds
0.63%
New
361
Increased
1,122
Reduced
1,333
Closed
186
Calls
$1.6B
Puts
$1.71B
Net Calls
-$115M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
2601
Petra Financial Advisors
Colorado
$228K -$39.5K -988 -15%
MWM
2602
MBE Wealth Management
Wisconsin
$227K +$480 +12 +0.2%
AGC
2603
Aspen Grove Capital
Colorado
$227K -$11.5K -287 -5%
FFA
2604
Florida Financial Advisors
Florida
$227K +$227K +5,685 New
TA
2605
TruWealth Advisors
Louisiana
$227K -$9.04K -226 -4%
FW
2606
FullCircle Wealth
Texas
$226K -$269K -6,558 -54%
PWMG
2607
Private Wealth Management Group
New Jersey
$226K -$760 -19 -0.3%
OPPS
2608
Obsidian Personal Planning Solutions
Maryland
$225K -$13.7K -349 -6%
BBNB
2609
Baker Boyer National Bank
Washington
$225K +$225K +5,627 New
YWM
2610
Yoder Wealth Management
California
$225K +$20.9K +522 +10%
GG
2611
GenWealth Group
New Jersey
$224K -$165K -4,118 -42%
CWA
2612
Canvas Wealth Advisors
Kansas
$224K -$55.1K -1,379 -20%
LIA
2613
LBMC Investment Advisors
Tennessee
$224K +$16.6K +416 +8%
BF
2614
Blankinship & Foster
California
$224K
EE
2615
EWG Elevate
California
$224K -$8.24K -206 -4%
HC
2616
Hara Capital
Washington
$224K +$91.5K +2,287 +69%
AFS
2617
AFG Fiduciary Services
Massachusetts
$223K +$725 +19 +0.3%
PS
2618
Planned Solutions
California
$223K
CASB
2619
Cape Ann Savings Bank
Massachusetts
$223K -$111K -2,776 -33%
AWA
2620
Alta Wealth Advisors
Massachusetts
$220K -$11.1K -278 -5%
MPW
2621
Monterey Private Wealth
California
$220K +$220K +5,506 New
TC
2622
Trilogy Capital
California
$220K +$23K +575 +12%
FWP
2623
Firethorn Wealth Partners
Georgia
$220K -$2.72K -68 -1%
Dodge & Cox
2624
Dodge & Cox
California
$220K
HWA
2625
HHM Wealth Advisors
Tennessee
$220K +$26.5K +663 +14%