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 %
LWA
2626
Lowe Wealth Advisors
Maryland
$95.9K -$7.54K -200 -7%
C
2627
Covestor
United Kingdom
$94K -$7.58K -201 -7%
POIA
2628
Pin Oak Investment Advisors
Texas
$94K
SFFS
2629
Stonehage Fleming Financial Services
Jersey
$91.9K -$23.8K -632 -21%
SNB
2630
Security National Bank
Nebraska
$90.3K +$90.3K +2,396 New
CPG
2631
Cornerstone Planning Group
New Jersey
$90.1K -$7.69K -204 -8%
LF
2632
Lee Financial
Texas
$89.4K +$3.7K +98 +4%
BAM
2633
Bellevue Asset Management
Washington
$89.2K -$19K -505 -18%
MTIM
2634
Marathon Trading Investment Management
Pennsylvania
$88.7K +$88.7K +2,352 New
SIS
2635
Strategic Investment Solutions
Illinois
$88.3K -$4.96M -131,531 -98%
AP
2636
Atwood & Palmer
Missouri
$86.2K -$6.79K -180 -7%
WCM
2637
Winthrop Capital Management
Indiana
$85.6K +$85.6K +2,269 New
KWAG
2638
Kiely Wealth Advisory Group
North Carolina
$82.9K +$82.9K +1,955 New
GWM
2639
Guardian Wealth Management
Illinois
$81.5K -$7.31K -194 -8%
BFPW
2640
BOK Financial Private Wealth
Colorado
$79.2K +$22.6K +600 +40%
AT
2641
Avalon Trust
New Mexico
$77.3K -$26.5K -704 -26%
PO
2642
Private Ocean
California
$77K +$23.6K +627 +44%
CQS
2643
Credential Qtrade Securities
$76.5K -$1.26M -33,540 -94%
BFS
2644
Burkett Financial Services
South Carolina
$76.1K +$76.1K +2,018 New
IHWM
2645
Iron Horse Wealth Management
Iowa
$73.8K +$7.54K +200 +11%
CTB
2646
Country Trust Bank
Illinois
$73.6K
BIA
2647
Bell Investment Advisors
California
$71.3K -$1.47K -39 -2%
GKIM
2648
GW&K Investment Management
Massachusetts
$71K -$2.68K -71 -4%
NCM
2649
Northwest Capital Management
Oregon
$70.7K -$33.9K -898 -32%
NSG
2650
Nalls Sherbakoff Group
Tennessee
$70.6K +$754 +20 +1%