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 %
OIM
701
Opus Investment Management
Massachusetts
$4.45M
CNBT
702
Canandaigua National Bank & Trust
New York
$4.44M -$243K -6,545 -5%
AMAL
703
Asset Management Advisors LLC
Oklahoma
$4.43M -$48.9K -1,314 -1%
BHPW
704
Beverly Hills Private Wealth
California
$4.42M +$2.03M +62,282 +85%
VCP
705
Verus Capital Partners
Arizona
$4.42M +$235K +6,308 +6%
SWA
706
SFMG Wealth Advisors
Texas
$4.41M +$144K +3,862 +3%
WIM
707
WealthPlan Investment Management
Nebraska
$4.4M -$3.2M -86,098 -42%
DAM
708
Delta Asset Management
Tennessee
$4.4M -$231K -6,223 -5%
FMWA
709
Forvis Mazars Wealth Advisors
Missouri
$4.38M +$1.83M +49,264 +72%
JWM
710
Jeppson Wealth Management
California
$4.37M +$1.28M +34,324 +41%
NC
711
NewSquare Capital
Pennsylvania
$4.34M +$221K +5,937 +5%
BFG
712
Bleakley Financial Group
New Jersey
$4.34M -$107K -2,889 -2%
IWP
713
Icon Wealth Partners
Texas
$4.32M -$70.7K -1,902 -2%
MCM
714
Mengis Capital Management
Oregon
$4.31M -$122K -3,282 -3%
FTC
715
Farmers Trust Company
Ohio
$4.31M +$83.9K +2,255 +2%
CI
716
CX Institutional
Indiana
$4.3M -$368K -9,903 -8%
WAP
717
Wealthcare Advisory Partners
Pennsylvania
$4.28M +$1.27M +34,166 +42%
BMCM
718
Bryn Mawr Capital Management
Pennsylvania
$4.26M +$153K +4,125 +4%
AWP
719
Ascent Wealth Partners
New York
$4.26M +$189K +5,134 +5%
FFA
720
Fragasso Financial Advisors
Pennsylvania
$4.25M -$1.22M -32,931 -22%
RFM
721
Royal Fund Management
Florida
$4.24M -$3.2K -86 -0.1%
WI
722
WBI Investments
New Jersey
$4.24M +$736K +19,800 +21%
SC
723
SouthState Corp
Florida
$4.22M -$965K -25,941 -19%
WHG
724
Westwood Holdings Group
Texas
$4.22M +$162K +4,354 +4%
DIA
725
Dana Investment Advisors
Wisconsin
$4.17M -$966K -25,979 -19%