2,593 hedge funds and large institutions have $83.2B invested in Verizon in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 1,015 increasing their positions, 1,285 reducing their positions, and 259 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,593
Holders Change
-154
Holders Change %
-5.61%
% of All Funds
41.34%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
134
Increased
1,015
Reduced
1,285
Closed
259
Calls
$1.36B
Puts
$1.33B
Net Calls
+$34.1M
Net Calls Change
-$279M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
1551
Brave Asset Management
New Jersey
$722K +$32K +987 +5%
AFAS
1552
Acorn Financial Advisory Services
Virginia
$722K +$22K +681 +3%
WMS
1553
Wealth Management Solutions
Pennsylvania
$720K +$2.4K +74 +0.3%
FHB
1554
First Hawaiian Bank
Hawaii
$720K -$562K -17,326 -44%
EAMA
1555
EFG Asset Management (Americas)
Florida
$719K -$132K -4,070 -15%
HCM
1556
Highlander Capital Management
New Jersey
$719K +$310K +9,572 +76%
SAM
1557
Secure Asset Management
Michigan
$718K +$227K +7,001 +46%
SF
1558
Summit Financial
New Jersey
$718K -$118K -3,635 -14%
CA
1559
Carson Advisory
Georgia
$717K +$53.2K +1,643 +8%
MWM
1560
Modera Wealth Management
New Jersey
$717K -$91.8K -2,833 -11%
FRA
1561
Front Row Advisors
California
$715K -$32.9K -1,014 -4%
FIM
1562
Freedom Investment Management
Connecticut
$712K -$59.8K -1,844 -8%
CWM
1563
Curi Wealth Management
North Carolina
$711K -$22.8K -704 -3%
DFG
1564
Demars Financial Group
Washington
$711K +$270K +8,323 +61%
MWM
1565
Moran Wealth Management
Florida
$707K +$480K +14,797 +211%
CST
1566
Charles Schwab Trust
Nevada
$707K +$85.2K +2,629 +14%
NAMP
1567
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$707K -$61.6K -1,900 -8%
DBT
1568
Dubuque Bank & Trust
Iowa
$707K -$885K -27,321 -56%
TFA
1569
Transamerica Financial Advisors
Florida
$704K -$162K -5,012 -19%
NWM
1570
Northcape Wealth Management
New York
$704K -$154K -4,741 -18%
HCM
1571
Howland Capital Management
Massachusetts
$704K -$37.8K -1,166 -5%
FCAS
1572
First Command Advisory Services
Texas
$704K +$704K +21,708 +542,700%
BFA
1573
Beacon Financial Advisory
Ohio
$703K +$14.8K +458 +2%
TWM
1574
Thrive Wealth Management
Pennsylvania
$702K -$171K -5,286 -20%
PWAM
1575
Pinnacle West Asset Management
Wyoming
$701K +$26.7K +825 +4%