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 %
SIA
726
Soltis Investment Advisors
Utah
$4.17M +$1.81M +48,537 +76%
HF
727
HRT Financial
New York
$4.14M +$989K +26,584 +31%
WA
728
Wasatch Advisors
Utah
$4.12M +$152K +4,100 +4%
SW
729
SVB Wealth
Massachusetts
$4.1M -$87K -2,338 -2%
API
730
Advisor Partners II
California
$4.09M -$797K -21,403 -16%
BWM
731
BerganKDV Wealth Management
Minnesota
$4.08M +$28.7K +772 +0.7%
PMG
732
ProVise Management Group
Florida
$4.08M +$69.3K +1,864 +2%
DI
733
DFPG Investments
Utah
$4.07M +$933K +27,473 +30%
BL
734
BFSG LLC
California
$4.02M +$62.5K +1,680 +2%
KWM
735
Kingsview Wealth Management
Oregon
$4.02M +$665K +17,892 +20%
TNB
736
Thomasville National Bank
Georgia
$4.02M +$203K +5,458 +5%
SBH
737
Segall Bryant & Hamill
Illinois
$3.98M -$86.1K -2,316 -2%
BWG
738
Beta Wealth Group
California
$3.97M +$249K +6,689 +7%
EWA
739
EP Wealth Advisors
California
$3.96M +$2.7M +41,229 +214%
WPIC
740
White Pine Investment Company
Michigan
$3.96M -$85.1K -2,287 -2%
JFG
741
Jefferies Financial Group
New York
$3.93M -$251K -6,738 -6%
TCM
742
Telos Capital Management
California
$3.92M -$127K -3,424 -3%
SW
743
SkyOak Wealth
Michigan
$3.91M -$423K -11,365 -10%
WC
744
Woodstock Corp
Massachusetts
$3.9M -$252K -6,788 -6%
MNBTD
745
Moody National Bank Trust Division
Texas
$3.89M -$108K -2,917 -3%
IMCOOI
746
Investment Management Corp of Ontario (IMCO)
Canada
$3.88M +$3.88M +104,224 New
LOAME
747
Lombard Odier Asset Management (Europe)
United Kingdom
$3.87M -$161K -4,323 -4%
Koshinski Asset Management
748
Koshinski Asset Management
Illinois
$3.87M -$1.78M -47,818 -31%
BAM
749
Belpointe Asset Management
Nevada
$3.85M -$5.74M -154,438 -60%
EA
750
Ellsworth Advisors
Ohio
$3.83M +$412K +11,067 +12%