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 %
B
776
Bailard
California
$3.93M +$44.5K +1,145 +1%
AWS
777
Arkfeld Wealth Strategies
Nebraska
$3.91M +$48.6K +1,232 +1%
HI
778
Harbour Investments
Wisconsin
$3.9M +$272K +6,998 +7%
AIP
779
Ameritas Investment Partners
Nebraska
$3.89M -$51.1K -1,315 -1%
BWG
780
Beta Wealth Group
California
$3.89M +$961K +24,705 +33%
PWP
781
Principle Wealth Partners
Connecticut
$3.88M +$590K +15,178 +18%
PA
782
Perennial Advisors
New York
$3.86M +$62.7K +1,611 +2%
AAM
783
AR Asset Management
California
$3.83M +$2.82M +72,500 +278%
CAM
784
Cresset Asset Management
Illinois
$3.83M -$1.69M -43,525 -31%
GFA
785
Gifford Fong Associates
California
$3.82M
WFG
786
Wills Financial Group
Virginia
$3.81M -$105K -2,692 -3%
SIG
787
Sky Investment Group
Connecticut
$3.8M +$75.3K +1,935 +2%
HKIM
788
Hayek Kallen Investment Management
Alabama
$3.79M -$145K -3,721 -4%
BOCM
789
Bontempo Ohly Capital Management
Maryland
$3.79M +$838K +21,547 +28%
FSA
790
Fort Sheridan Advisors
Illinois
$3.77M +$1.25M +32,039 +49%
AWM
791
Axxcess Wealth Management
California
$3.76M +$239K +6,153 +7%
WKWM
792
Walter & Keenan Wealth Management
Indiana
$3.76M -$57.2K -1,472 -2%
WSTAM
793
Wilbanks Smith & Thomas Asset Management
Virginia
$3.76M +$409K +10,524 +12%
MOS
794
MGO One Seven
Ohio
$3.75M +$1.64M +42,295 +78%
WA
795
Wealth Alliance
New York
$3.75M +$797K +20,502 +27%
FAIM
796
Financial Advocates Investment Management
Washington
$3.74M +$1.55M +39,881 +71%
SVWAG
797
Sound View Wealth Advisors Group
Georgia
$3.74M +$711K +18,276 +23%
SGI
798
Summit Global Investments
Utah
$3.74M +$321K +8,256 +9%
SWM
799
SeaCrest Wealth Management
New York
$3.72M +$33.7K +867 +0.9%
MKC
800
M. Kraus & Co
Vermont
$3.72M +$11.7K +300 +0.3%