2,747 hedge funds and large institutions have $97.4B invested in Verizon in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,116 increasing their positions, 1,300 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,747
Holders Change
-64
Holders Change %
-2.28%
% of All Funds
43.32%
Holding in Top 10
41
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-30.51%
% of All Funds
0.65%
New
139
Increased
1,116
Reduced
1,300
Closed
176
Calls
$1.62B
Puts
$1.31B
Net Calls
+$313M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
601
Coldstream Capital Management
Washington
$5.62M -$223K -5,996 -4%
KRSITF
602
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.61M +$54.7K +1,471 +1%
SCM
603
SKBA Capital Management
California
$5.6M -$2.07M -55,700 -27%
DWM
604
Dakota Wealth Management
Florida
$5.58M +$1.8M +48,359 +48%
CAM
605
Carret Asset Management
New York
$5.58M -$146K -3,913 -3%
BIA
606
Biondo Investment Advisors
Pennsylvania
$5.55M +$186K +5,008 +3%
SAM
607
Synergy Asset Management
Washington
$5.52M +$2.68M +71,955 +94%
LOPW
608
Live Oak Private Wealth
North Carolina
$5.51M +$455K +12,225 +9%
RIA
609
Regal Investment Advisors
Michigan
$5.5M +$119K +3,201 +2%
PCOC
610
Power Corp of Canada
Canada
$5.49M -$245K -6,596 -4%
BC
611
Bartlett & Co
Ohio
$5.49M +$542K +14,568 +11%
BCWM
612
Bartlett & Co Wealth Management
Ohio
$5.49M +$542K +14,568 +11%
FIA
613
Foundations Investment Advisors
Arizona
$5.48M +$885K +23,805 +19%
BWS
614
Buck Wealth Strategies
Colorado
$5.45M +$576K +15,495 +12%
SLWA
615
San Luis Wealth Advisors
California
$5.41M +$813K +21,875 +18%
Capstone Investment Advisors
616
Capstone Investment Advisors
New York
$5.38M +$3.11M +83,505 +137%
EF
617
Empowered Funds
Pennsylvania
$5.34M +$1.5M +40,405 +39%
EST
618
EA Series Trust
Pennsylvania
$5.34M +$5.34M +143,678 New
TI
619
tru Independence
Oregon
$5.34M +$530K +14,253 +11%
SB
620
Simmons Bank
Arkansas
$5.33M +$81.5K +2,191 +2%
EH
621
Equitable Holdings
New York
$5.31M +$671K +18,049 +14%
SSB
622
Sandy Spring Bank
Maryland
$5.31M +$90.9K +2,444 +2%
BHWA
623
Beacon Harbor Wealth Advisors
Virginia
$5.29M +$237K +6,364 +5%
RBC
624
Romano Brothers & Co
Illinois
$5.27M -$208K -5,604 -4%
MCC
625
Money Concepts Capital
Florida
$5.24M -$10.6M -284,109 -67%