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 %
PVI
1001
Pine Valley Investments
New Jersey
$2.41M +$2.41M +70,233 New
BAM
1002
Berkshire Asset Management
Pennsylvania
$2.4M +$50K +1,286 +2%
SSWG
1003
Seven Springs Wealth Group
Tennessee
$2.4M +$105K +2,704 +5%
OAM
1004
Oak Asset Management
California
$2.39M +$85.8K +2,206 +4%
AA
1005
AlphaMark Advisors
Kentucky
$2.39M +$7.9K +203 +0.3%
GWM
1006
Graybill Wealth Management
Illinois
$2.38M -$1.98K -51 -0.1%
LB
1007
Leo Brokerage
Texas
$2.38M +$2.38M +61,251 New
RMAM
1008
Raab & Moskowitz Asset Management
New Jersey
$2.38M -$94.9K -2,441 -4%
Capstone Investment Advisors
1009
Capstone Investment Advisors
New York
$2.38M -$4.64M -119,306 -66%
HCA
1010
Horan Capital Advisors
Ohio
$2.37M +$4.98K +128 +0.2%
1832 Asset Management
1011
1832 Asset Management
Ontario, Canada
$2.36M +$79.3K +2,040 +3%
NCM
1012
Nelson Capital Management
California
$2.36M -$1.35M -34,779 -36%
KMWM
1013
Keudell/Morrison Wealth Management
Oregon
$2.36M +$95.3K +2,450 +4%
FWP
1014
FAS Wealth Partners
Kansas
$2.36M +$88K +2,263 +4%
IEFM
1015
IQ EQ Fund Management
Ireland
$2.36M
NIMI
1016
Natixis Investment Managers International
France
$2.35M -$153K -3,924 -6%
BHC
1017
Bowen Hanes & Co
Florida
$2.35M -$1.13M -29,125 -33%
AWA
1018
Arete Wealth Advisors
Illinois
$2.35M +$11.9K +306 +0.5%
BWA
1019
BDO Wealth Advisors
Florida
$2.34M -$199K -5,111 -8%
IF
1020
Intrua Financial
Texas
$2.33M +$151K +4,004 +7%
TAM
1021
Terrapin Asset Management
Florida
$2.33M
ERIC
1022
Eagle Rock Investment Company
Georgia
$2.32M +$29.4K +757 +1%
MWM
1023
Mascoma Wealth Management
New Hampshire
$2.31M -$12.4K -320 -0.5%
GWSG
1024
GPS Wealth Strategies Group
Colorado
$2.31M +$220K +5,669 +11%
FWM
1025
Finer Wealth Management
Massachusetts
$2.31M +$165K +4,246 +8%