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 %
MWM
851
Moran Wealth Management
Florida
$3.65M -$50K -1,114 -1%
HAS
852
HBW Advisory Services
California
$3.63M -$17.1K -381 -0.5%
DAM
853
Delta Asset Management
Tennessee
$3.63M -$101K -2,252 -3%
MIM
854
Marco Investment Management
Georgia
$3.62M -$10.3K -230 -0.3%
NW
855
NewEdge Wealth
Pennsylvania
$3.61M +$1.12M +24,900 +45%
KWA
856
Kingswood Wealth Advisors
California
$3.61M +$462K +10,277 +15%
RMC
857
Resources Management Corp
Connecticut
$3.58M -$22.6K -503 -0.6%
CWM
858
Concentric Wealth Management
California
$3.58M +$72.4K +1,612 +2%
WHG
859
Westwood Holdings Group
Texas
$3.56M +$53.2K +1,185 +2%
CAL
860
Capital Analysts LLC
Pennsylvania
$3.54M +$80.5K +1,792 +2%
PCA
861
Pallas Capital Advisors
Massachusetts
$3.54M +$2.96M +70,675 +506%
PCA
862
Providence Capital Advisors
North Carolina
$3.54M +$28.9K +644 +0.8%
WAM
863
Weatherly Asset Management
California
$3.54M -$203K -4,518 -5%
GAM
864
Groupama Asset Management
France
$3.54M +$59.5K +1,650 +2%
SCP
865
Sandhill Capital Partners
New York
$3.52M +$103K +2,298 +3%
PWG
866
Portside Wealth Group
Utah
$3.52M +$322K +7,173 +10%
JHCP
867
Jackson Hole Capital Partners
Oklahoma
$3.52M +$41.1K +916 +1%
ATPW
868
Ashton Thomas Private Wealth
Arizona
$3.51M +$272K +6,051 +8%
DWM
869
Diversify Wealth Management
Utah
$3.51M +$234K +5,470 +7%
MCB
870
Morton Community Bank
Illinois
$3.48M +$6.02K +134 +0.2%
ACM
871
Argyle Capital Management
Pennsylvania
$3.48M -$140K -3,125 -4%
TCOT
872
Trust Company of Toledo
Ohio
$3.45M -$253K -5,643 -7%
CBTWT
873
Community Bank & Trust (Waco, Texas)
Texas
$3.44M +$40K +890 +1%
MP
874
McDonald Partners
Ohio
$3.43M +$379K +8,447 +12%
LTAS
875
Linden Thomas Advisory Services
North Carolina
$3.41M +$292K +6,505 +9%