2,828 hedge funds and large institutions have $104B invested in Verizon in 2022 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 991 increasing their positions, 1,399 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,828
Holders Change
+82
Holders Change %
+2.99%
% of All Funds
45.63%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
1.03%
New
293
Increased
991
Reduced
1,399
Closed
156
Calls
$1.51B
Puts
$1.62B
Net Calls
-$111M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
1051
RNC Capital Management
California
$2.18M -$238K -6,037 -10%
FMWA
1052
Forvis Mazars Wealth Advisors
Missouri
$2.18M -$208K -5,288 -9%
FWM
1053
Finer Wealth Management
Massachusetts
$2.17M -$563K -14,277 -21%
TC
1054
Trilogy Capital
California
$2.17M +$698K +17,713 +47%
MA
1055
Montag & Associates
Georgia
$2.17M -$515K -13,077 -19%
RWA
1056
Roberts Wealth Advisors
California
$2.16M -$560K -13,964 -21%
UA
1057
Unison Advisors
District of Columbia
$2.16M +$36.6K +928 +2%
SHFA
1058
SS&H Financial Advisors
Michigan
$2.16M -$366K -9,277 -14%
LDB
1059
Lee, Danner & Bass
Tennessee
$2.15M -$270K -6,862 -11%
TPWA
1060
TRUE Private Wealth Advisors
Oregon
$2.15M +$1.06M +26,779 +97%
LS
1061
Leelyn Smith
Illinois
$2.14M +$1.14M +54,331 +113%
MBTD
1062
Mechanics Bank - Trust Department
California
$2.14M -$84.9K -2,155 -4%
MOS
1063
MGO One Seven
Ohio
$2.14M +$96.7K +2,454 +5%
AF
1064
Advisornet Financial
Minnesota
$2.13M -$889K -22,574 -29%
MSAM
1065
Moloney Securities Asset Management
Missouri
$2.13M -$6.27K -159 -0.3%
WMA
1066
Wealth Management Associates
New Jersey
$2.13M -$43.9K -1,114 -2%
CEI
1067
Clark Estates Inc
New York
$2.12M
PAG
1068
Private Advisory Group
Washington
$2.12M +$976K +24,772 +85%
GWSG
1069
GPS Wealth Strategies Group
Colorado
$2.12M +$100K +2,543 +5%
MFG
1070
Merit Financial Group
Georgia
$2.12M +$371K +9,422 +21%
WSCM
1071
Wellington Shields Capital Management
New York
$2.11M +$245K +6,211 +13%
GIP
1072
Granite Investment Partners
California
$2.11M -$357K -9,050 -14%
OAM
1073
Occidental Asset Management
California
$2.11M +$83K +2,106 +4%
CA
1074
Commerzbank Aktiengesellschaft
Germany
$2.1M +$941K +23,875 +81%
SLI
1075
Sumitomo Life Insurance
Japan
$2.1M +$827 +21 +0%