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 %
FPAS
1551
Focus Partners Advisor Solutions
Missouri
$969K +$150K +3,869 +18%
SWM
1552
Salvus Wealth Management
New Jersey
$969K +$34.5K +888 +4%
SFG
1553
SNS Financial Group
Minnesota
$963K +$963K +24,764 New
IFAM
1554
Institutional & Family Asset Management
Colorado
$963K +$848K +21,795 +736%
ICA
1555
Infrastructure Capital Advisors
New York
$961K +$412K +10,593 +75%
TA
1556
TrueWealth Advisors
Alabama
$957K +$256K +6,590 +37%
TFA
1557
Teamwork Financial Advisors
Texas
$957K +$8.98K +231 +0.9%
WPW
1558
Waldron Private Wealth
Pennsylvania
$956K -$96.8K -2,489 -9%
LIG
1559
Lokken Investment Group
Delaware
$952K +$531K +13,660 +126%
LI
1560
Lafayette Investments
Maryland
$952K +$311 +8 +0%
AF
1561
Aldebaran Financial
$950K -$655K -16,847 -41%
QCG
1562
Quadrant Capital Group
Ohio
$949K -$134K -3,443 -12%
WFM
1563
Wolff Financial Management
Michigan
$949K +$233 +6 +0%
OBWG
1564
Onyx Bridge Wealth Group
New York
$947K +$108K +2,777 +13%
IA
1565
Insight Advisors
Pennsylvania
$944K -$250K -6,425 -21%
WOC
1566
West Oak Capital
California
$943K -$39.3K -1,010 -4%
CCM
1567
Chilton Capital Management
Texas
$942K +$42.4K +1,090 +5%
CCWM
1568
Cassaday & Co Wealth Management
Virginia
$941K +$43.1K +1,108 +5%
CCFM
1569
Clear Creek Financial Management
Washington
$936K +$127K +3,273 +16%
TCPWM
1570
Traverso Chambers Private Wealth Management
California
$935K +$3.03K +78 +0.3%
MFG
1571
Midwest Financial Group
Kansas
$935K +$935K +24,054 New
BIM
1572
Baldwin Investment Management
Pennsylvania
$935K -$64.9K -1,668 -6%
IWA
1573
IVC Wealth Advisors
Pennsylvania
$932K -$313K -8,040 -25%
HFRG
1574
Houlihan Financial Resource Group
Virginia
$932K -$45.3K -1,164 -5%
BSA
1575
Bull Street Advisors
Georgia
$932K +$29.3K +755 +3%