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 %
EWS
1201
Evergreen Wealth Solutions
Pennsylvania
$1.81M -$223K -4,960 -11%
TCA
1202
Transcend Capital Advisors
New Jersey
$1.8M +$99.5K +2,216 +6%
HI
1203
Harrington Investments
California
$1.8M -$7.14K -159 -0.4%
ACP
1204
Aviance Capital Partners
Florida
$1.8M +$4.82K +107 +0.3%
DWM
1205
Dorchester Wealth Management
Quebec, Canada
$1.8M -$53.9K -1,200 -3%
PHS
1206
Pekin Hardy Strauss
Illinois
$1.8M -$21.5K -478 -1%
MC
1207
Mathes Company
New York
$1.79M
SSWM
1208
Smith Salley Wealth Management
North Carolina
$1.79M +$112K +2,490 +7%
SWM
1209
Sculati Wealth Management
Michigan
$1.79M -$70K -1,559 -4%
OBWG
1210
Onyx Bridge Wealth Group
New York
$1.79M +$121K +2,696 +7%
AG
1211
Algert Global
California
$1.78M +$1.78M +39,651 New
LFA
1212
Legacy Financial Advisors
Kentucky
$1.78M +$103K +2,300 +6%
SLI
1213
Sumitomo Life Insurance
Japan
$1.78M +$45.8K +1,019 +3%
AA
1214
Axiom Advisory
California
$1.77M -$227K -5,461 -11%
AIM
1215
Aigen Investment Management
New York
$1.77M -$727K -16,177 -29%
CGH
1216
CMG Global Holdings
Texas
$1.76M -$250K -5,575 -12%
MWM
1217
Modern Wealth Management
Kansas
$1.76M +$158K +3,522 +10%
CJ
1218
Caitlin John
Michigan
$1.76M +$1.47M +35,784 +513%
WAG
1219
Windsor Advisory Group
Ohio
$1.76M +$1.22M +27,151 +226%
WAAG
1220
Wealth Alliance Advisory Group
Kansas
$1.76M +$18.6K +415 +1%
WC
1221
Waterloo Capital
Texas
$1.75M +$389K +8,655 +28%
AWP
1222
Ascent Wealth Partners
New York
$1.75M -$5.57K -124 -0.3%
SAM
1223
Smartleaf Asset Management
Massachusetts
$1.75M +$281K +6,255 +19%
ST
1224
Smithfield Trust
Pennsylvania
$1.73M -$6.54K -146 -0.4%
UF
1225
Univest Financial
Pennsylvania
$1.73M +$1.31M +29,176 +311%