2,883 hedge funds and large institutions have $117B invested in Verizon in 2024 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 1,243 increasing their positions, 1,219 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,883
Holders Change
+16
Holders Change %
+0.56%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.8%
New
186
Increased
1,243
Reduced
1,219
Closed
139
Calls
$2.1B
Puts
$2.04B
Net Calls
+$53.6M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
751
Western Wealth Management
Colorado
$4.7M +$2.2M +49,039 +88%
AWA
752
Arkadios Wealth Advisors
Georgia
$4.7M +$264K +5,886 +6%
FT
753
Fiduciary Trust
Massachusetts
$4.69M -$475K -10,575 -9%
PC
754
Promethos Capital
Massachusetts
$4.66M
RWM
755
Rench Wealth Management
Texas
$4.62M +$138K +3,065 +3%
WP
756
WealthPLAN Partners
Nebraska
$4.62M -$57.1K -1,272 -1%
MAWAG
757
Mid-American Wealth Advisory Group
Missouri
$4.61M -$108K -2,404 -2%
HKIM
758
Hayek Kallen Investment Management
Alabama
$4.6M -$20.3K -451 -0.4%
BRM
759
Boston Research & Management
Massachusetts
$4.6M +$94.5K +2,105 +2%
ISL
760
Ingalls & Snyder LLC
New York
$4.59M +$47.6K +1,060 +1%
BFG
761
Bleakley Financial Group
New Jersey
$4.59M +$133K +2,953 +3%
AM
762
AGF Management
Ontario, Canada
$4.59M +$1.08M +24,015 +31%
SAM
763
Shell Asset Management
Netherlands
$4.59M +$4.59M +102,104 New
AG
764
AIA Group
Hong Kong
$4.58M -$1.62M -36,020 -26%
WAP
765
Wealthcare Advisory Partners
Pennsylvania
$4.57M +$1.11M +24,682 +32%
PMG
766
ProVise Management Group
Florida
$4.56M -$29.5K -657 -0.6%
BOCM
767
Bontempo Ohly Capital Management
Maryland
$4.55M +$56.5K +1,258 +1%
EM
768
Excalibur Management
Massachusetts
$4.55M +$19.1K +426 +0.4%
OPTFSNA
769
Old Point Trust & Financial Services N A
Virginia
$4.54M +$457K +10,179 +11%
RWP
770
RWA Wealth Partners
Massachusetts
$4.53M +$114K +2,533 +3%
FNA
771
First National Advisers
Nebraska
$4.53M +$178K +3,970 +4%
DEA
772
DoubleLine ETF Adviser
Florida
$4.51M +$72.8K +1,621 +2%
FCH
773
Freestone Capital Holdings
Washington
$4.51M -$72K -1,603 -2%
AAM
774
AR Asset Management
California
$4.5M -$13.5K -300 -0.3%
PFA
775
Pathway Financial Advisers
Indiana
$4.5M +$32.6K +725 +0.7%