We are live on ! Find out more

2,829 hedge funds and large institutions have $104B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,435 increasing their positions, 1,015 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,435 | Existing positions reduced: 1,015

37% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 137

1.01% more ownership

Funds ownership: 62.63%63.64% (+1%)

0% less funds holding

Funds holding: 2,8412,829 (-12)

1% less capital invested

Capital invested by funds: $104B → $104B (-$916M)

1% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.39B

8% less funds holding in top 10

Funds holding in top 10: 6459 (-5)

Holders
2,829
Holders Change
-12
Holders Change %
-0.42%
% of All Funds
45.08%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
188
Increased
1,435
Reduced
1,015
Closed
137
Calls
$1.38B
Puts
$1.39B
Net Calls
-$17M
Net Calls Change
+$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1176
Apricus Wealth
South Carolina
$1.8M +$160K +4,065 +10%
FM
1177
Family Management
New York
$1.8M -$95.6K -2,425 -5%
HAIM
1178
Hunter Associates Investment Management
Pennsylvania
$1.79M -$101K -2,565 -5%
APWM
1179
Argonautica Private Wealth Management
Massachusetts
$1.79M -$199K -5,038 -10%
FCCM
1180
First City Capital Management
Georgia
$1.79M +$19.5K +494 +1%
IAN
1181
Integrated Advisors Network
Texas
$1.79M +$206K +5,218 +13%
CA
1182
Claro Advisors
Massachusetts
$1.79M +$60.2K +1,526 +3%
ATC
1183
Adirondack Trust Company
New York
$1.79M +$65.4K +1,659 +4%
HPC
1184
HM Payson & Co
Maine
$1.78M -$67.2K -1,705 -4%
T
1185
TCWP
Ohio
$1.77M +$26.5K +671 +1%
WP
1186
WealthShield Partners
North Carolina
$1.77M +$1.79M +45,488 New
AIA
1187
Affinity Investment Advisors
California
$1.76M -$627K -15,895 -26%
CF
1188
Centaurus Financial
California
$1.75M -$291K -7,378 -14%
TCWM
1189
Total Clarity Wealth Management
Illinois
$1.74M +$690K +17,508 +64%
1WA
1190
180 Wealth Advisors
Washington
$1.74M +$82.9K +2,101 +5%
SLFPAM
1191
St. Louis Financial Planners Asset Management
Missouri
$1.74M -$445K -11,287 -20%
CA
1192
Corrado Advisors
New Jersey
$1.74M -$30.9K -784 -2%
ST
1193
Smithfield Trust
Pennsylvania
$1.73M -$149K -3,790 -8%
NL
1194
NWAM LLC
Washington
$1.73M +$51.3K +1,300 +3%
PI
1195
PEAK6 Investments
Illinois
$1.73M +$1.75M +44,371 New
CFMC
1196
Curbstone Financial Management Corp
New Hampshire
$1.72M -$22K -558 -1%
WCM
1197
Whitener Capital Management
North Carolina
$1.72M +$136K +3,447 +8%
UCI
1198
Uncommon Cents Investing
Wisconsin
$1.72M +$6.82K +173 +0.4%
ALAM
1199
Asahi Life Asset Management
Japan
$1.72M +$71.6K +1,815 +4%
CHJWM
1200
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.71M +$188K +4,771 +12%

VZ Hedge Fund Activity: Q1 2023 in Review

2,829 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2023, worth a combined $104B — down 0.88% from $104B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new VZ positions and 137 closed out — a net gain of 51 holders — while 1,435 added to existing stakes and 1,015 trimmed.

The largest buyer was Bank of America, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $420M.

  • 2,829 institutional investors held Verizon (VZ) as of Q1 2023, down from 2,841 in Q4 2022.
  • Funds reported $104B of Verizon stock for Q1 2023, down 0.88% quarter-over-quarter.
  • 188 funds opened new Verizon positions in Q1 2023 and 137 closed out, a net change of +51 holders.
  • The largest Verizon buyer in Q1 2023 was Bank of America, an estimated $393M added.
  • The largest Verizon seller in Q1 2023 was T. Rowe Price Associates, an estimated $420M sold.

Based on aggregated 13F filings for Q1 2023.