2,808 hedge funds and large institutions have $101B invested in Verizon in 2023 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 898 increasing their positions, 1,402 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,808
Holders Change
+215
Holders Change %
+8.29%
% of All Funds
41.16%
Holding in Top 10
54
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+45.95%
% of All Funds
0.79%
New
372
Increased
898
Reduced
1,402
Closed
112
Calls
$1.95B
Puts
$1.79B
Net Calls
+$160M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Shares
Change %
PPWP
1251
Premier Path Wealth Partners
New Jersey
$1.41M +$1.41M +37,194 New
CSPIA
1252
Cary Street Partners Investment Advisory
Virginia
$1.41M -$113K -2,995 -7%
AAG
1253
Armstrong Advisory Group
Massachusetts
$1.41M +$20.8K +552 +2%
WAAG
1254
Wealth Alliance Advisory Group
Kansas
$1.41M -$66.4K -1,762 -5%
SB
1255
Strategic Blueprint
Georgia
$1.41M +$12.3K +325 +0.9%
PA
1256
Procyon Advisors
Connecticut
$1.4M -$290K -7,697 -17%
GFA
1257
Gallagher Fiduciary Advisors
Illinois
$1.39M -$2.49K -66 -0.2%
JFGIW
1258
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.39M -$1.7M -44,980 -55%
HAM
1259
Harmony Asset Management
Arizona
$1.38M +$1.38M +36,529 New
GBT
1260
Grove Bank & Trust
Florida
$1.36M -$293K -7,766 -18%
LA
1261
LVW Advisors
New York
$1.36M +$567K +15,040 +71%
SOAMC
1262
Spirit of America Management Corp
New York
$1.36M
CC
1263
Courier Capital
New York
$1.36M +$6.6K +175 +0.5%
ISWM
1264
Independent Solutions Wealth Management
New York
$1.36M +$82.8K +2,195 +7%
BO
1265
Bank OZK
Arkansas
$1.35M -$130K -3,456 -9%
CTA
1266
Chesley Taft & Associates
Illinois
$1.35M -$55.6K -1,475 -4%
AFP
1267
Ausdal Financial Partners
Iowa
$1.35M +$29.8K +791 +2%
TA
1268
TrueWealth Advisors
Alabama
$1.35M +$24.1K +640 +2%
MF
1269
Manchester Financial
California
$1.35M -$1.36K -36 -0.1%
LG
1270
LaFleur & Godfrey
Michigan
$1.35M -$170K -4,511 -11%
WFA
1271
WMG Financial Advisors
Tennessee
$1.34M -$418K -11,078 -24%
JF
1272
Jump Financial
Illinois
$1.34M +$216K +5,723 +19%
HDIM
1273
Hanson & Doremus Investment Management
Vermont
$1.34M -$265K -7,035 -17%
BMC
1274
Beaton Management Company
Massachusetts
$1.34M -$68.7K -1,821 -5%
MWM
1275
Mascoma Wealth Management
New Hampshire
$1.33M -$321K -8,519 -19%