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 %
BFA
1626
Beacon Financial Advisory
Ohio
$790K +$84.5K +2,271 +12%
GA
1627
Geller Advisors
New York
$788K +$285K +7,651 +57%
SFP
1628
Sandbox Financial Partners
Maryland
$787K -$150K -4,022 -16%
CAC
1629
Certified Advisory Corp
Florida
$787K +$21.8K +585 +3%
BP
1630
Ballentine Partners
Massachusetts
$782K -$526K -14,133 -40%
TCBWMS
1631
Texas Capital Bank Wealth Management Services
Texas
$778K -$1.67K -45 -0.2%
MCAI
1632
Members Capital Advisors Inc
Wisconsin
$777K -$395K -10,627 -34%
DCM
1633
DGS Capital Management
New Jersey
$776K +$3.65K +98 +0.5%
PWAM
1634
Pinnacle West Asset Management
Wyoming
$774K -$7.44K -200 -1%
DSC
1635
Duncker Streett & Co
Missouri
$771K -$333K -8,946 -30%
AF
1636
Aldebaran Financial
$770K -$138K -3,718 -15%
TF
1637
Trek Financial
Arizona
$770K +$30.6K +823 +4%
IFWM
1638
Institute for Wealth Management
Colorado
$769K +$45.5K +1,223 +6%
RW
1639
Rede Wealth
Virginia
$769K -$3.57K -96 -0.5%
NFSG
1640
Newbridge Financial Services Group
Florida
$767K -$94K -2,527 -11%
DA
1641
Dover Advisors
Virginia
$766K -$255K -6,846 -25%
CA
1642
Carson Advisory
Georgia
$762K +$12.9K +346 +2%
FFA
1643
First Foundation Advisors
California
$761K +$47.9K +1,287 +7%
EI
1644
Ellevest Inc
New York
$760K -$20.3K -546 -3%
WAS
1645
Winch Advisory Services
Wisconsin
$760K +$55.4K +1,490 +8%
DA
1646
Denali Advisors
California
$759K
ST
1647
Spinnaker Trust
Maine
$757K -$17.5K -471 -2%
CCT
1648
Chemung Canal Trust
New York
$757K -$115K -3,092 -13%
BC
1649
Bowman & Company
Wisconsin
$755K +$20.1K +541 +3%
EIM
1650
Essex Investment Management
Massachusetts
$755K -$58.2K -1,564 -7%