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 %
BTWM
801
Baker Tilly Wealth Management
Wisconsin
$3.72M +$542K +13,939 +17%
LA
802
LVW Advisors
New York
$3.71M +$448K +11,510 +14%
AFG
803
Albion Financial Group
Utah
$3.69M -$16.9K -435 -0.5%
PFS
804
Prospera Financial Services
Texas
$3.69M +$254K +6,540 +7%
AHC
805
Adell Harriman & Carpenter
Texas
$3.68M +$161K +4,134 +5%
JC
806
JB Capital
Connecticut
$3.67M +$756K +19,448 +26%
EWA
807
Exencial Wealth Advisors
Oklahoma
$3.67M -$110K -2,837 -3%
SCP
808
Shorepoint Capital Partners
Massachusetts
$3.67M +$331K +8,516 +10%
WI
809
WBI Investments
New Jersey
$3.67M -$6.15K -158 -0.2%
RCM
810
Raleigh Capital Management
North Carolina
$3.65M +$128K +3,302 +4%
FAM
811
Fred Alger Management
New York
$3.63M +$174K +4,484 +5%
BRM
812
Boston Research & Management
Massachusetts
$3.63M +$512K +13,171 +16%
HA
813
Hamel Associates
New Jersey
$3.62M -$13.6K -350 -0.4%
BBA
814
BLB&B Advisors
Pennsylvania
$3.6M -$527K -13,561 -13%
SCP
815
Sandhill Capital Partners
New York
$3.59M +$590K +15,180 +20%
MPAM
816
Murphy Pohlad Asset Management
Minnesota
$3.59M -$4.67K -120 -0.1%
DI
817
DFPG Investments
Utah
$3.59M +$1.09M +28,086 +44%
PP
818
Patten & Patten
Tennessee
$3.58M -$357K -9,181 -9%
EA
819
Ellsworth Advisors
Ohio
$3.58M +$430K +11,066 +14%
FCH
820
Freestone Capital Holdings
Washington
$3.58M -$19K -489 -0.5%
MHS
821
M Holdings Securities
Oregon
$3.57M -$35.9K -924 -1%
VCA
822
Verdence Capital Advisors
Maryland
$3.57M +$1.09M +28,072 +44%
GW
823
GW & Wade
Massachusetts
$3.56M -$17.7K -456 -0.5%
SC
824
Sepio Capital
Utah
$3.56M +$1.21M +31,056 +51%
ACM
825
Alta Capital Management
Utah
$3.55M +$3.35M +86,142 +1,648%