2,811 hedge funds and large institutions have $103B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 1,428 increasing their positions, 1,012 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,811
Holders Change
-17
Holders Change %
-0.6%
% of All Funds
44.99%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
182
Increased
1,428
Reduced
1,012
Closed
136
Calls
$1.37B
Puts
$1.39B
Net Calls
-$20.9M
Net Calls Change
+$90.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
426
Rothschild Investment LLC
Illinois
$10.3M +$811K +20,845 +9%
WIC
427
Woodmont Investment Counsel
Tennessee
$10.2M +$333K +8,575 +3%
VIP
428
Vantage Investment Partners
Missouri
$10.2M +$845K +21,741 +9%
HAI
429
Hennessy Advisors Inc
California
$10.2M +$1.73M +44,450 +20%
BPWM
430
Badgley Phelps Wealth Managers
Washington
$10.2M +$1.04M +26,696 +11%
MDCM
431
Morgan Dempsey Capital Management
Wisconsin
$10.2M +$865K +22,233 +9%
SWP
432
Stratos Wealth Partners
Ohio
$10.2M -$1.3M -33,502 -11%
USCWA
433
U.S. Capital Wealth Advisors
Texas
$10.2M +$314K +8,065 +3%
CAM
434
Congress Asset Management
Massachusetts
$10.1M +$2.2M +56,444 +28%
ZAM
435
Zevin Asset Management
Massachusetts
$10.1M +$436K +11,211 +5%
LFAS
436
Level Four Advisory Services
Texas
$10.1M +$1.95M +50,038 +24%
BAM
437
Belpointe Asset Management
Nevada
$10M -$2.13M -54,793 -18%
KPWS
438
Kestra Private Wealth Services
Texas
$9.97M +$1.59M +40,975 +19%
VV
439
Verity & Verity
South Carolina
$9.96M +$726K +18,665 +8%
VC
440
Vestor Capital
Illinois
$9.96M -$7.43K -191 -0.1%
IAIM
441
Industrial Alliance Investment Management
Quebec, Canada
$9.95M -$3.53M -90,754 -26%
WT
442
Washington Trust
Rhode Island
$9.94M +$95.9K +2,467 +1%
CIC
443
Carnegie Investment Counsel
Ohio
$9.9M -$833K -21,428 -8%
ATC
444
Argent Trust Co
Tennessee
$9.89M -$53.8K -1,383 -0.5%
BCV
445
Banque Cantonale Vaudoise
Switzerland
$9.85M -$230K -5,909 -2%
GAM
446
Gotham Asset Management
New York
$9.76M +$87.5K +2,250 +0.9%
GHAM
447
Gilman Hill Asset Management
Connecticut
$9.73M +$464K +11,937 +5%
CB
448
Cadence Bank
Mississippi
$9.73M +$1.42M +36,577 +17%
SCA
449
STALEY CAPITAL ADVISERS
Pennsylvania
$9.67M -$2.57M -66,107 -21%
LI
450
LMCG Investments
Massachusetts
$9.63M +$95.2K +2,448 +1%