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 %
AF
651
Alerus Financial
North Dakota
$5.25M +$214K +5,514 +4%
VAS
652
Vestmark Advisory Solutions
Massachusetts
$5.23M +$960K +24,679 +22%
WFMPM
653
Woodley Farra Manion Portfolio Management
Indiana
$5.19M +$111K +2,867 +2%
BCWM
654
Bartlett & Co Wealth Management
Ohio
$5.17M -$1.54M -39,625 -23%
BC
655
Bartlett & Co
Ohio
$5.17M -$1.54M -39,625 -23%
HEIP
656
Hudson Edge Investment Partners
New Jersey
$5.16M +$1.48M +37,934 +40%
BCA
657
Bernzott Capital Advisors
California
$5.14M -$322K -8,276 -6%
NMIMC
658
Northwestern Mutual Investment Management Company
Wisconsin
$5.13M +$15.1K +388 +0.3%
API
659
Advisor Partners II
California
$5.11M +$1.25M +32,206 +32%
SWM
660
Stockman Wealth Management
Montana
$5.09M +$463K +11,901 +10%
BWS
661
Buck Wealth Strategies
Colorado
$5.09M +$5.09M +130,990 New
WANY
662
Wealthspire Advisors (New York)
New York
$5.09M -$1.02M -26,259 -17%
HPWA
663
Hall Private Wealth Advisors
North Carolina
$5.08M -$201K -5,171 -4%
BMWM
664
Brown Miller Wealth Management
Virginia
$5.07M +$1.45M +37,297 +40%
WWM
665
Western Wealth Management
Colorado
$5.04M +$727K +18,682 +17%
SIG
666
Stonegate Investment Group
Alabama
$5.03M -$1.68M -43,303 -25%
TI
667
tru Independence
Oregon
$5.03M +$142K +3,662 +3%
WIC
668
WealthBridge Investment Counsel
Alberta, Canada
$5.03M +$26.3K +675 +0.5%
BL
669
BCWM LLC
Kansas
$5.02M +$1.35M +34,745 +37%
CM
670
Churchill Management
California
$5M +$757K +19,459 +18%
FMC
671
First Merchants Corp
Indiana
$5M -$29K -747 -0.6%
LG
672
Leuthold Group
Minnesota
$4.99M +$4.99M +128,233 New
RIA
673
RPG Investment Advisory
California
$4.99M +$21.6K +556 +0.4%
PCM
674
Princeton Capital Management
New Jersey
$4.98M -$29.2K -752 -0.6%
AWM
675
Apollon Wealth Management
South Carolina
$4.96M +$217K +5,587 +5%