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 %
HC
2801
Hurley Capital
New York
$83.5K +$83.5K +2,054 New
LWA
2802
Lowe Wealth Advisors
Maryland
$82K
SFFS
2803
Stonehage Fleming Financial Services
Jersey
$81.3K
KWAG
2804
Kiely Wealth Advisory Group
North Carolina
$81.1K
FCT
2805
First Community Trust
Iowa
$79.2K
SC
2806
Sawyer & Company
Massachusetts
$79K +$79K +1,968 New
KB
2807
Kimelman & Baird
New York
$78.2K -$45K -1,125 -37%
IWP
2808
IAG Wealth Partners
Wisconsin
$77.6K +$26.8K +670 +53%
IHWM
2809
Iron Horse Wealth Management
Iowa
$76.2K +$6.8K +170 +10%
MLA
2810
MB, Levis & Associates
Pennsylvania
$75.8K +$280 +7 +0.4%
FPF
2811
First Pacific Financial
Washington
$74.3K +$14K +350 +23%
OCM
2812
Osterweis Capital Management
California
$73.7K
VWM
2813
Vermillion Wealth Management
Minnesota
$73.5K +$73.5K +1,838 New
BIA
2814
Bell Investment Advisors
California
$72.3K -$8.08K -202 -10%
SIM
2815
Synergy Investment Management
Florida
$72K +$72K +1,801 New
CCMW
2816
Cypress Capital Management (Wyoming)
Wyoming
$71.9K -$2.64K -66 -4%
CH
2817
Canton Hathaway
Rhode Island
$71K
SC
2818
Swan Capital
Florida
$69.9K +$3.48K +87 +5%
PCTC
2819
Perkins Coie Trust Company
Washington
$68.1K -$16.5K -412 -19%
RBC
2820
Roble Belko & Company
Pennsylvania
$68K +$67K +1,675 +6,700%
MSFP
2821
Mark Sheptoff Financial Planning
Connecticut
$67.1K -$20K -500 -23%
BFP
2822
Briaud Financial Planning
Texas
$67K
BAM
2823
Bellevue Asset Management
Washington
$66.7K +$5.76K +144 +9%
TCM
2824
Tradewinds Capital Management
Washington
$66.1K
VWA
2825
Valued Wealth Advisors
Utah
$64.2K +$5.48K +137 +9%