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 %
CWM
1301
Congress Wealth Management
Massachusetts
$1.27M +$796K +21,125 +167%
ACA
1302
Aptus Capital Advisors
Alabama
$1.27M -$529K -14,021 -29%
CCM
1303
Chiron Capital Management
Florida
$1.27M -$419K -11,119 -25%
SWM
1304
Sculati Wealth Management
Michigan
$1.27M -$63.2K -1,676 -5%
CFD
1305
Creative Financial Designs
Indiana
$1.27M +$74.8K +1,983 +6%
MBT
1306
Montecito Bank & Trust
California
$1.26M -$408K -10,810 -24%
BFM
1307
Boothbay Fund Management
New York
$1.26M +$108K +2,858 +9%
WJWM
1308
Williams Jones Wealth Management
New York
$1.26M -$514K -13,641 -29%
WFS
1309
Widmann Financial Services
Maryland
$1.26M +$29.3K +778 +2%
HCP
1310
Hexagon Capital Partners
Arkansas
$1.25M +$10.4K +275 +0.8%
BJL
1311
Brighton Jones LLC
Washington
$1.25M +$78.2K +2,074 +7%
AAM
1312
Auxier Asset Management
Oregon
$1.25M -$46.8K -1,241 -4%
PWA
1313
Providence Wealth Advisors
Illinois
$1.24M -$33.1K -816 -3%
Financial Engines Advisors
1314
Financial Engines Advisors
California
$1.23M +$100K +2,656 +9%
CCM
1315
Cox Capital Management
Massachusetts
$1.23M -$118K -3,122 -9%
B
1316
Bellecapital
Switzerland
$1.23M +$128K +3,395 +12%
VWM
1317
Venturi Wealth Management
Texas
$1.23M -$40K -1,062 -3%
OFG
1318
OmniStar Financial Group
North Carolina
$1.23M -$216K -5,735 -15%
AB
1319
Atlas Brown
Kentucky
$1.23M +$78.6K +2,085 +7%
RCAG
1320
Rehmann Capital Advisory Group
Michigan
$1.22M +$129K +3,418 +12%
WWA
1321
WCG Wealth Advisors
Nevada
$1.22M -$225K -5,965 -16%
MFP
1322
Meridian Financial Partners
Virginia
$1.22M -$160K -4,106 -12%
CV
1323
Counterweight Ventures
North Carolina
$1.22M +$1.22M +32,346 New
VAS
1324
Vestmark Advisory Solutions
Massachusetts
$1.22M -$28.2K -748 -2%
FPGT
1325
Financial Partners Group (Tennessee)
Tennessee
$1.22M -$2M -52,975 -62%