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 %
MWM
1451
Mission Wealth Management
California
$1.12M +$90.5K +2,326 +9%
DCM
1452
Dudley Capital Management
Virginia
$1.11M +$39.2K +1,008 +4%
IAS
1453
Insigneo Advisory Services
Florida
$1.11M -$201K -5,167 -15%
PPW
1454
Parcion Private Wealth
Washington
$1.11M +$7.2K +185 +0.7%
LWM
1455
Lyell Wealth Management
California
$1.11M -$744K -19,138 -40%
IP
1456
Investment Partners
Ohio
$1.11M +$8.63K +222 +0.8%
GWM
1457
GSB Wealth Management
Connecticut
$1.11M -$216K -5,556 -16%
BWP
1458
Balboa Wealth Partners
Arizona
$1.11M -$165K -4,230 -13%
ISWM
1459
Independent Solutions Wealth Management
New York
$1.1M +$53.2K +1,367 +5%
DAM
1460
Diamant Asset Management
Connecticut
$1.1M
FDS
1461
First Dallas Securities
Texas
$1.1M +$9.92K +255 +0.9%
RWM
1462
Ritholtz Wealth Management
New York
$1.1M +$348K +8,941 +46%
EFSCE
1463
Enterprise Financial Services Corp (EFSC)
Missouri
$1.09M -$52.6K -1,353 -5%
CSA
1464
Cottage Street Advisors
Massachusetts
$1.09M +$1.09M +28,047 New
FAB
1465
First American Bank
Illinois
$1.09M -$18.6K -477 -2%
FFBTD
1466
First Financial Bank - Trust Division
Ohio
$1.08M -$8.48K -218 -0.8%
GLR
1467
Great Lakes Retirement
Ohio
$1.08M +$103K +2,636 +10%
WE
1468
Wealth Effects
Massachusetts
$1.08M +$50.2K +1,290 +5%
SAM
1469
Stansberry Asset Management
Texas
$1.08M +$56K +1,441 +5%
SIM
1470
Sentry Investment Management
Wisconsin
$1.08M -$8.87K -228 -0.8%
BHBT
1471
Burke & Herbert Bank & Trust
Virginia
$1.08M -$29.6K -762 -3%
IMOV
1472
Investment Management of Virginia
Virginia
$1.08M +$54.9K +1,412 +5%
BIC
1473
Beach Investment Counsel
Pennsylvania
$1.07M -$378K -9,730 -26%
ES
1474
Eagle Strategies
New York
$1.07M +$14.9K +384 +1%
MA
1475
MONECO Advisors
Connecticut
$1.07M +$101K +2,586 +10%