2,956 hedge funds and large institutions have $135B invested in Verizon in 2022 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 1,456 increasing their positions, 1,160 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,956
Holders Change
-50
Holders Change %
-1.66%
% of All Funds
49.98%
Holding in Top 10
122
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+28.42%
% of All Funds
2.06%
New
131
Increased
1,456
Reduced
1,160
Closed
137
Calls
$1.97B
Puts
$1.4B
Net Calls
+$568M
Net Calls Change
+$323M
Name Holding Trade Value Shares
Change
Shares
Change %
CMA
2926
Cedar Mountain Advisors
Oregon
$12K
RDFA
2927
Ritter Daniher Financial Advisory
Ohio
$11K +$152 +3 +1%
SAM
2928
Strategic Asset Management
Minnesota
$10K
LPWM
2929
Lake Point Wealth Management
Texas
$10K +$49 +1 +0.5%
IRAG
2930
Investment Research & Advisory Group
Georgia
$10K +$5K +100 +100%
MW
2931
Milestone Wealth
New York
$8K
CF
2932
Concorde Financial
Texas
$8K +$8K +155 New
TAM
2933
Tucker Asset Management
Colorado
$7.36K -$2.08K -41 -22%
UFF
2934
USA Financial Formulas
Michigan
$7K
WA
2935
Win Advisors
Florida
$6K +$2.67K +53 +80%
SSC
2936
Syverson Strege & Co
Iowa
$5K -$19.3K -343 -79%
BCM
2937
Bourgeon Capital Management
Connecticut
$5K +$5K +100 New
EAM
2938
Eukles Asset Management
Ohio
$4K
MAM
2939
Marquette Asset Management
Minnesota
$4K +$53 +1 +1%
PPWM
2940
PFG Private Wealth Management
Florida
$4K +$1.87K +37 +88%
WA
2941
WestEnd Advisors
North Carolina
$3.1K +$3.1K +61 New
JIR
2942
James Investment Research
Ohio
$3K -$146K -3,065 -98%
LC
2943
Legacy CG
Texas
$3K +$3K +61 New
DFCM
2944
Dark Forest Capital Management
Puerto Rico
$3K +$3K +67 New
IAIM
2945
International Assets Investment Management
Florida
$2.15K -$29 -576 -1%
SFCL
2946
Strengthening Families & Communities LLC
Massachusetts
$2K
BIM
2947
Baldwin Investment Management
Pennsylvania
$1.78K -$483 -9,518 -21%
ONST
2948
Old North State Trust
North Carolina
$1.56K
FSWA
2949
Financial Synergies Wealth Advisors
Texas
$1.02K +$1.02K +20 New
DWA
2950
Dougherty Wealth Advisers
Minnesota
$1K