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 %
CAM
2651
Creekmur Asset Management
Illinois
$107K -$232K -5,524 -68%
LWA
2652
Lowe Wealth Advisors
Maryland
$105K -$2.18K -52 -2%
AWM
2653
Abound Wealth Management
Tennessee
$103K -$20.9K -499 -17%
RA
2654
Rational Advisors
New York
$103K -$38K -906 -27%
WCM
2655
Winthrop Capital Management
Indiana
$97K +$1.68K +40 +2%
BAM
2656
Bellevue Asset Management
Washington
$87.1K -$12.2K -291 -12%
BFS
2657
Burkett Financial Services
South Carolina
$86K +$1.34K +32 +2%
AT
2658
Avalon Trust
New Mexico
$86K
TFA
2659
Transamerica Financial Advisors
Florida
$85K -$606K -14,271 -88%
CBT
2660
Central Bank & Trust
Kentucky
$84.8K -$68.2K -1,626 -45%
FGAM
2661
Financial Gravity Asset Management
Texas
$84.5K -$307K -7,668 -78%
POIA
2662
Pin Oak Investment Advisors
Texas
$84K -$20.1K -481 -19%
AWM
2663
Ameliora Wealth Management
Switzerland
$83.9K +$83.9K +2,000 New
OLVIG
2664
Oliver Lagore Vanvalin Investment Group
Michigan
$83K -$27.7K -660 -25%
CTB
2665
Country Trust Bank
Illinois
$82.9K +$1.05K +25 +1%
T
2666
Tidemark
California
$80.3K -$34K -810 -30%
BFP
2667
Briaud Financial Planning
Texas
$80K +$80K +1,887 New
BIA
2668
Bell Investment Advisors
California
$79.6K +$252 +6 +0.3%
KWAG
2669
Kiely Wealth Advisory Group
North Carolina
$79.4K
NCM
2670
Northwest Capital Management
Oregon
$78.6K
MLA
2671
MB, Levis & Associates
Pennsylvania
$78.6K +$252 +6 +0.3%
TCM
2672
Tradewinds Capital Management
Washington
$78.2K +$126 +3 +0.2%
CCMW
2673
Cypress Capital Management (Wyoming)
Wyoming
$78K
GKIM
2674
GW&K Investment Management
Massachusetts
$78K -$712 -17 -0.9%
OCM
2675
Osterweis Capital Management
California
$77.3K