2,866 hedge funds and large institutions have $109B invested in Verizon in 2024 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,231 increasing their positions, 1,218 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.69%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.8%
New
181
Increased
1,231
Reduced
1,218
Closed
117
Calls
$1.68B
Puts
$1.39B
Net Calls
+$289M
Net Calls Change
-$90.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
2676
Winthrop Capital Management
Indiana
$95K +$205 +5 +0.2%
QL
2677
Quarry LP
New York
$95K +$34.6K +838 +57%
UWS
2678
Unique Wealth Strategies
Illinois
$94.2K +$94.2K +2,246 New
GKIM
2679
GW&K Investment Management
Massachusetts
$94K +$17.2K +417 +22%
SOW
2680
State of Wyoming
Wyoming
$92.5K +$92.5K +2,242 New
FCT
2681
First Community Trust
Iowa
$89.9K -$20.6K -500 -19%
MSFP
2682
Mark Sheptoff Financial Planning
Connecticut
$89.8K -$173K -4,200 -66%
CC
2683
Cultivar Capital
Texas
$86.6K +$86.6K +2,100 New
LWA
2684
Lowe Wealth Advisors
Maryland
$85.7K -$17.2K -416 -17%
AT
2685
Avalon Trust
New Mexico
$84.5K
SFFS
2686
Stonehage Fleming Financial Services
Jersey
$83.8K -$51.6K -1,252 -38%
TFF
2687
The Family Firm
Maryland
$83.2K +$83.2K +2,016 New
TFA
2688
Transamerica Financial Advisors
Florida
$83K
POIA
2689
Pin Oak Investment Advisors
Texas
$83K
BIA
2690
Bell Investment Advisors
California
$82.9K +$4.66K +113 +6%
AWM
2691
Ameliora Wealth Management
Switzerland
$82.5K
KWAG
2692
Kiely Wealth Advisory Group
North Carolina
$81.9K +$2.99K +74 +4%
MLA
2693
MB, Levis & Associates
Pennsylvania
$77.5K +$289 +7 +0.4%
CCMW
2694
Cypress Capital Management (Wyoming)
Wyoming
$76.7K
OCM
2695
Osterweis Capital Management
California
$76K
CH
2696
Canton Hathaway
Rhode Island
$73K
LFASL
2697
Lugano Financial Advisors SA (LFA)
Switzerland
$72.6K
RTL
2698
Red Tortoise LLC
Georgia
$72K +$61.9K +1,500 +607%
PCTC
2699
Perkins Coie Trust Company
Washington
$72K
BFP
2700
Briaud Financial Planning
Texas
$69K -$8.36K -204 -11%