2,808 hedge funds and large institutions have $101B invested in Verizon in 2023 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 898 increasing their positions, 1,402 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,808
Holders Change
+215
Holders Change %
+8.29%
% of All Funds
41.16%
Holding in Top 10
54
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+45.95%
% of All Funds
0.79%
New
372
Increased
898
Reduced
1,402
Closed
112
Calls
$1.95B
Puts
$1.79B
Net Calls
+$160M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Shares
Change %
MCP
1601
Mirador Capital Partners
California
$783K -$103K -2,728 -12%
CA
1602
Cornerstone Advisory
Maryland
$781K +$158K +4,179 +25%
HPM
1603
Hoxton Planning & Management
West Virginia
$779K +$63K +1,669 +9%
HB
1604
HTLF Bank
Colorado
$779K +$779K +20,651 New
FRA
1605
Front Row Advisors
California
$778K -$53.8K -1,428 -6%
EFM
1606
Eley Financial Management
Vermont
$777K +$17.6K +467 +2%
SDH
1607
Sloy Dahl & Holst
Washington
$776K +$81.2K +2,155 +12%
PCM
1608
Poehling Capital Management
Wisconsin
$776K -$29.8K -791 -4%
P
1609
&Partners
Tennessee
$776K +$368K +9,790 +90%
HWA
1610
Heartwood Wealth Advisors
Virginia
$773K -$32.3K -858 -4%
GM
1611
GeoWealth Management
Illinois
$773K +$598K +15,841 +341%
PWLP
1612
Prio Wealth Limited Partnership
Massachusetts
$770K +$28.7K +760 +4%
MWM
1613
Massachusetts Wealth Management
Massachusetts
$768K -$113K -2,993 -13%
WAM
1614
WFA Asset Management
Wisconsin
$768K +$89.6K +2,377 +13%
RS
1615
Rakuten Securities
Japan
$768K +$768K +20,364 New
LF
1616
LifePlan Financial
Minnesota
$767K +$767K +20,356 New
KIA
1617
Kraematon Investment Advisors
Massachusetts
$765K -$28.4K -754 -4%
HCM
1618
Howland Capital Management
Massachusetts
$762K -$56.6K -1,500 -7%
PIA
1619
Perennial Investment Advisors
California
$762K +$104K +2,748 +16%
MG
1620
Mather Group
Illinois
$760K +$192K +5,082 +34%
LAM
1621
Lewis Asset Management
California
$760K +$760K +20,148 New
ECM
1622
Evergreen Capital Management
Washington
$758K -$790K -20,950 -51%
EHWM
1623
Eads & Heald Wealth Management
Georgia
$757K -$397K -10,519 -34%
MVA
1624
Mount Vernon Associates
Maryland
$756K
SSWM
1625
Strait & Sound Wealth Management
California
$756K -$24.3K -624 -3%