2,747 hedge funds and large institutions have $97.4B invested in Verizon in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,116 increasing their positions, 1,300 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,747
Holders Change
-64
Holders Change %
-2.28%
% of All Funds
43.32%
Holding in Top 10
41
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-30.51%
% of All Funds
0.65%
New
139
Increased
1,116
Reduced
1,300
Closed
176
Calls
$1.62B
Puts
$1.31B
Net Calls
+$313M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
V
1551
VeraBank
Texas
$891K -$55.2K -1,483 -6%
RWA
1552
Ropes Wealth Advisors
Massachusetts
$890K +$130K +3,500 +17%
CCFM
1553
Clear Creek Financial Management
Washington
$889K -$6.1K -164 -0.7%
BSA
1554
Bull Street Advisors
Georgia
$888K -$3.53K -95 -0.4%
FIM
1555
Freedom Investment Management
Connecticut
$886K +$121K +3,251 +16%
SSWM
1556
Strait & Sound Wealth Management
California
$886K -$229K -6,155 -21%
KIA
1557
Kraematon Investment Advisors
Massachusetts
$884K -$77.7K -2,090 -8%
LBC
1558
Lowe Brockenbrough & Co
Virginia
$883K -$278K -7,474 -24%
CRWM
1559
Castle Rock Wealth Management
California
$882K +$23.7K +633 +3%
NAMP
1560
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$882K +$3.09K +83 +0.4%
IWA
1561
IVC Wealth Advisors
Pennsylvania
$882K -$9.52K -256 -1%
AFG
1562
Allegheny Financial Group
Pennsylvania
$880K -$102K -2,755 -10%
BI
1563
Ballast Inc
Kentucky
$879K +$29.3K +789 +3%
SMH
1564
Sanders Morris Harris
Texas
$874K +$432K +11,613 +98%
JE
1565
JMAC Enterprises
Pennsylvania
$873K +$10.6K +286 +1%
HWA
1566
Heartwood Wealth Advisors
Virginia
$871K +$14.2K +381 +2%
SC
1567
Steph & Co
Wisconsin
$870K +$52.6K +1,414 +6%
CCWM
1568
Cassaday & Co Wealth Management
Virginia
$870K -$30.4K -817 -3%
LCM
1569
Leisure Capital Management
California
$870K +$44.8K +1,204 +5%
V
1570
ViaWealth
Kansas
$869K +$7.85K +211 +0.9%
CIA
1571
Choate Investment Advisors
Massachusetts
$866K -$15.2K -408 -2%
GAG
1572
GM Advisory Group
New York
$865K +$86.6K +2,328 +11%
WPW
1573
Waldron Private Wealth
Pennsylvania
$864K -$49.9K -1,343 -5%
PCM
1574
Piedmont Capital Management
Montana
$863K +$53.4K +1,435 +7%
JIP
1575
Jaffetilchin Investment Partners
Florida
$862K -$399K -10,720 -32%