2,843 hedge funds and large institutions have $110B invested in Verizon in 2024 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 1,238 increasing their positions, 1,207 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,843
Holders Change
+35
Holders Change %
+1.25%
% of All Funds
41.21%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
202
Increased
1,238
Reduced
1,207
Closed
133
Calls
$2.03B
Puts
$1.66B
Net Calls
+$379M
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Shares
Change %
TCBWMS
1401
Texas Capital Bank Wealth Management Services
Texas
$1.17M -$1.21M -28,869 -51%
DCM
1402
Dudley Capital Management
Virginia
$1.17M +$47.8K +1,130 +4%
Financial Engines Advisors
1403
Financial Engines Advisors
California
$1.16M -$209K -4,980 -15%
KFS
1404
Keynote Financial Services
Connecticut
$1.16M +$1.16M +27,726 New
MMG
1405
Monetary Management Group
Missouri
$1.16M -$33.6K -800 -3%
CC
1406
Chicago Capital
Illinois
$1.15M -$139K -3,302 -11%
PA
1407
Probity Advisors
Texas
$1.15M +$15.2K +362 +1%
TWM
1408
Tradition Wealth Management
Minnesota
$1.15M +$61K +1,454 +6%
SI
1409
SimpliFi Inc
California
$1.15M -$146K -3,479 -11%
EW
1410
Evoke Wealth
California
$1.15M +$812K +19,341 +242%
WIM
1411
Waverton Investment Management
United Kingdom
$1.15M -$118K -2,818 -9%
VBCG
1412
Valley Brook Capital Group
Pennsylvania
$1.15M +$8.94K +213 +0.8%
PI
1413
Pettee Investors
Connecticut
$1.14M -$7.68K -183 -0.7%
ACM
1414
AlphaStar Capital Management
North Carolina
$1.14M +$480K +11,441 +72%
SA
1415
Strategic Advisors
New York
$1.14M -$202K -4,823 -15%
SAM
1416
Smartleaf Asset Management
Massachusetts
$1.14M +$388K +9,341 +52%
FMTC
1417
Farmers & Merchants Trust Company
California
$1.14M +$4.53K +108 +0.4%
KWMG
1418
King Wealth Management Group
Florida
$1.14M +$26.2K +624 +2%
SFG
1419
SNS Financial Group
Minnesota
$1.13M -$18.9K -451 -2%
CL
1420
CSS LLC
Illinois
$1.13M +$210K +5,000 +23%
CIA
1421
Choate Investment Advisors
Massachusetts
$1.13M +$49.6K +1,182 +5%
OA
1422
Operose Advisors
Wisconsin
$1.13M +$293K +6,973 +35%
ONSWM
1423
Old North State Wealth Management
North Carolina
$1.13M +$543K +12,944 +92%
CCM
1424
Chilton Capital Management
Texas
$1.13M -$45.9K -1,095 -4%
LSAG
1425
Lake Street Advisors Group
New Hampshire
$1.13M +$156K +3,714 +16%