2,867 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, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,867
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.7%
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
1,219
Closed
117
Calls
$1.68B
Puts
$1.39B
Net Calls
+$289M
Net Calls Change
-$90.5M
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
501
J.W. Cole Advisors
Florida
$8.94M -$1.93M -46,683 -18%
WIM
502
WealthPlan Investment Management
Nebraska
$8.93M +$382K +9,251 +4%
CCS
503
Concentric Capital Strategies
Connecticut
$8.92M +$3.61M +87,575 +68%
ACIM
504
Azimuth Capital Investment Management
Michigan
$8.91M +$283K +6,871 +3%
PAS
505
Park Avenue Securities
New York
$8.88M -$339K -8,222 -4%
LOIM
506
Liberty One Investment Management
Illinois
$8.86M -$489K -11,852 -5%
WAM
507
WNY Asset Management
New York
$8.83M -$224K -5,443 -2%
P
508
&Partners
Tennessee
$8.81M +$7.05M +170,807 +400%
MDCM
509
Morgan Dempsey Capital Management
Wisconsin
$8.8M -$231K -5,608 -3%
MIM
510
Morningstar Investment Management
Illinois
$8.78M -$587K -14,231 -6%
WT
511
Washington Trust
Rhode Island
$8.76M -$315K -7,629 -3%
MYAM
512
Meiji Yasuda Asset Management
Japan
$8.75M +$245K +5,946 +3%
AWM
513
Axxcess Wealth Management
California
$8.75M +$2.2M +53,452 +34%
SIMG
514
Sonora Investment Management Group
Arizona
$8.73M
NMERB
515
New Mexico Educational Retirement Board
New Mexico
$8.73M
AMG
516
Advisors Management Group
Wisconsin
$8.6M -$99.3K -2,409 -1%
CB
517
Community Bank
New York
$8.56M +$27.5K +668 +0.3%
PMIA
518
Patrick Mauro Investment Advisor
Illinois
$8.55M -$70.7K -1,714 -0.8%
NEAM
519
New England Asset Management
Connecticut
$8.43M -$103K -2,500 -1%
O
520
Ossiam
France
$8.33M -$5.21M -126,264 -38%
CWM
521
Cabot Wealth Management
Massachusetts
$8.32M -$311K -7,532 -4%
ARAM
522
Ardmore Road Asset Management
New York
$8.29M +$8.29M +201,000 New
Hudson Bay Capital Management
523
Hudson Bay Capital Management
Connecticut
$8.28M +$8.28M +200,690 New
WIC
524
Woodmont Investment Counsel
Tennessee
$8.27M +$488K +11,833 +6%
IWC
525
Integrated Wealth Concepts
Massachusetts
$8.26M +$74.8K +1,814 +0.9%