2,593 hedge funds and large institutions have $83.2B invested in Verizon in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 1,015 increasing their positions, 1,285 reducing their positions, and 259 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,593
Holders Change
-154
Holders Change %
-5.61%
% of All Funds
41.34%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
134
Increased
1,015
Reduced
1,285
Closed
259
Calls
$1.36B
Puts
$1.33B
Net Calls
+$34.1M
Net Calls Change
-$279M
Name Holding Trade Value Shares
Change
Shares
Change %
FC
1301
Fulcrum Capital
Washington
$1.1M -$72.8K -2,245 -6%
ISWM
1302
Independent Solutions Wealth Management
New York
$1.09M +$58.4K +1,803 +6%
CS
1303
Comerica Securities
Michigan
$1.09M -$316K -9,753 -22%
VSQM
1304
V-Square Quantitative Management
Illinois
$1.09M +$236K +7,272 +28%
DBRC
1305
D.B. Root & Company
Pennsylvania
$1.09M +$31.6K +975 +3%
VWM
1306
Venturi Wealth Management
Texas
$1.09M +$14.1K +436 +1%
CG
1307
Cutler Group
California
$1.09M +$583K +17,999 +116%
GCM
1308
Gables Capital Management
Florida
$1.08M
AIA
1309
Affinity Investment Advisors
California
$1.08M -$70.7K -2,182 -6%
DIP
1310
DT Investment Partners
Pennsylvania
$1.08M +$96K +2,963 +10%
SNBOSD
1311
Security National Bank of So Dak
Iowa
$1.08M -$157K -4,855 -13%
GCMG
1312
Gyroscope Capital Management Group
Florida
$1.08M +$197K +6,089 +22%
ZIG
1313
Zuckerman Investment Group
Illinois
$1.08M +$23.2K +717 +2%
BFO
1314
Biltmore Family Office
North Carolina
$1.07M -$57.5K -1,773 -5%
MW
1315
Marcum Wealth
Ohio
$1.07M -$81K -2,499 -7%
MCM
1316
Marathon Capital Management
Maryland
$1.07M -$26.4K -815 -2%
VAS
1317
Vestmark Advisory Solutions
Massachusetts
$1.07M -$3.13M -96,422 -74%
FWM
1318
Forza Wealth Management
Florida
$1.07M -$10.6K -327 -1%
NW
1319
Naviter Wealth
Arkansas
$1.07M +$88.5K +2,730 +9%
HCP
1320
Hexagon Capital Partners
Arkansas
$1.07M -$14.9K -459 -1%
WA
1321
Wambolt & Associates
Colorado
$1.07M -$2.35K -74 -0.2%
SA
1322
Strategic Advisors
New York
$1.06M -$156K -4,826 -13%
LOAMS
1323
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.06M -$33.5K -1,035 -3%
CCT
1324
Capital City Trust
Florida
$1.06M -$813K -25,095 -43%
STA
1325
Summit Trail Advisors
New York
$1.06M +$176K +5,425 +20%