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 %
FUBT
1226
First United Bank & Trust
Maryland
$1.63M +$22.5K +578 +1%
MPPW
1227
Mitchell & Pahl Private Wealth
Oklahoma
$1.63M +$93.1K +2,395 +6%
SIA
1228
Strategic Investment Advisors
Michigan
$1.63M +$141K +3,632 +10%
RWMG
1229
Redwood Wealth Management Group
New Jersey
$1.62M +$38.8K +998 +2%
RMDI
1230
R.M. Davis Inc
Maine
$1.62M -$55.5K -1,428 -3%
HAS
1231
HBW Advisory Services
California
$1.62M +$420K +10,793 +35%
IGWM
1232
ICA Group Wealth Management
Colorado
$1.62M +$137K +3,527 +9%
WSC
1233
Wellington Shields & Co
New York
$1.62M +$23.2K +596 +1%
WMA
1234
West Michigan Advisors
Michigan
$1.62M +$191K +4,914 +13%
DGAM
1235
Desjardins Global Asset Management
Quebec, Canada
$1.61M +$666K +17,112 +70%
LG
1236
LaFleur & Godfrey
Michigan
$1.61M -$134K -3,443 -8%
HCM
1237
Hengehold Capital Management
Ohio
$1.61M +$162K +4,176 +11%
MSFS
1238
Main Street Financial Solutions
Pennsylvania
$1.6M -$28.2K -726 -2%
FWM
1239
Focused Wealth Management
New York
$1.6M +$120K +3,091 +8%
FFWA
1240
FRG Family Wealth Advisors
Washington
$1.6M -$76.2K -1,960 -5%
RFG
1241
Range Financial Group
Oregon
$1.59M +$164K +4,215 +11%
KFA
1242
Kelleher Financial Advisors
New York
$1.59M +$46.6K +1,198 +3%
GWM
1243
Greenwich Wealth Management
Connecticut
$1.59M +$106K +2,728 +7%
EWM
1244
EPG Wealth Management
Georgia
$1.59M +$624K +16,045 +65%
WPC
1245
White Pine Capital
Minnesota
$1.58M -$58.2K -1,496 -4%
CT
1246
Columbia Trust
Oregon
$1.57M +$169K +4,348 +12%
FANJ
1247
Financial Architects (New Jersey)
New Jersey
$1.57M -$1.02M -26,205 -39%
CA
1248
Continuum Advisory
Idaho
$1.57M +$174K +4,576 +12%
CTA
1249
Chesley Taft & Associates
Illinois
$1.57M +$311 +8 +0%
LCM
1250
Lewis Capital Management
California
$1.57M +$24.1K +620 +2%