2,867 hedge funds and large institutions have $109B invested in Verizon in 2024 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,231 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,867
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.8%
New
181
Increased
1,231
Reduced
1,219
Closed
117
Calls
$1.68B
Puts
$1.39B
Net Calls
+$289M
Net Calls Change
-$90.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SDH
1601
Sloy Dahl & Holst
Washington
$865K
I
1602
INVST
Indiana
$864K -$29.6K -709 -3%
BIG
1603
Boothe Investment Group
Delaware
$864K -$7.93K -190 -0.9%
BCM
1604
Birmingham Capital Management
Alabama
$864K +$9.82K +238 +1%
PL
1605
Plancorp LLC
Missouri
$862K +$7.01K +170 +0.8%
EI
1606
Ellevest Inc
New York
$861K +$4.66K +113 +0.5%
SBF
1607
Sara-Bay Financial
Florida
$861K +$184K +4,468 +27%
CST
1608
Charles Schwab Trust
Nevada
$860K +$92.9K +2,253 +12%
PGF
1609
Plan Group Financial
Oklahoma
$860K +$351K +8,517 +69%
FFWM
1610
Future Financial Wealth Management
Ohio
$857K +$137K +3,334 +19%
LAM
1611
Lewis Asset Management
California
$855K +$8.95K +217 +1%
TWM
1612
Thrive Wealth Management
Pennsylvania
$854K +$2.56K +62 +0.3%
LMKC
1613
L.M. Kohn & Company
Ohio
$853K +$73K +1,770 +9%
PA
1614
PSI Advisors
Florida
$852K -$342K -8,300 -29%
FWP
1615
FAS Wealth Partners
Kansas
$851K -$35.1K -850 -4%
RPGK
1616
Retirement Planning Group (Kansas)
Kansas
$851K -$127K -3,079 -13%
V
1617
VeraBank
Texas
$849K -$20.6K -500 -2%
MWM
1618
Modera Wealth Management
New Jersey
$849K +$19.7K +478 +2%
TL
1619
Tradewinds LLC
North Carolina
$847K +$323K +7,843 +62%
FCMA
1620
Foresight Capital Management Advisors
Michigan
$846K +$106K +2,569 +14%
TYCC
1621
Texas Yale Capital Corp
Florida
$845K +$274K +6,635 +48%
TFS
1622
Thoroughbred Financial Services
Tennessee
$844K +$530K +12,852 +169%
EFMC
1623
Empire Financial Management Company
New York
$844K -$87.1K -2,112 -9%
WAG
1624
Wallace Advisory Group
California
$838K +$93.4K +2,264 +13%
HWP
1625
Highline Wealth Partners
California
$835K +$3.79K +92 +0.5%