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 %
OA
1626
Operose Advisors
Wisconsin
$754K +$500K +13,255 +196%
NIM
1627
Needham Investment Management
New York
$754K
SFA
1628
Souders Financial Advisors
Ohio
$752K -$90.1K -2,391 -11%
PIMG
1629
Patriot Investment Management Group
Tennessee
$751K -$56K -1,485 -7%
CPSAC
1630
Chas P. Smith & Associates (CPS)
Florida
$749K -$227K -6,031 -23%
GCIM
1631
Gunn & Company Investment Management
Florida
$749K +$749K +19,858 New
OWP
1632
Obermeyer Wealth Partners
Colorado
$748K -$15.9K -423 -2%
IPW
1633
Inlet Private Wealth
Florida
$746K -$533K -14,149 -42%
FHB
1634
First Hawaiian Bank
Hawaii
$746K -$91.5K -2,426 -11%
LA
1635
Legacy Advisors
Pennsylvania
$742K -$120K -3,177 -14%
IAMOG
1636
Investors Asset Management of Georgia
Georgia
$741K +$30.3K +807 +4%
ALAM
1637
Asahi Life Asset Management
Japan
$739K -$997K -26,439 -57%
MIM
1638
MTM Investment Management
South Carolina
$739K -$122K -3,227 -14%
AWM
1639
Adams Wealth Management
Utah
$737K -$68.8K -1,825 -9%
FFM
1640
Forum Financial Management
Illinois
$737K -$1.28M -33,973 -63%
LBC
1641
Lowe Brockenbrough & Co
Virginia
$737K -$164K -4,358 -18%
SC
1642
Syon Capital
California
$736K +$736K +19,516 New
HWM
1643
Horizon Wealth Management
Illinois
$736K +$5.13K +136 +0.7%
FAM
1644
Formidable Asset Management
Ohio
$734K -$110K -2,921 -13%
SAM
1645
Secure Asset Management
Michigan
$733K -$102K -2,694 -12%
MFG
1646
Midwest Financial Group
Kansas
$733K -$193K -5,113 -21%
WA1
1647
Wimmer Associates 1
California
$731K -$115K -3,060 -14%
FPB
1648
First PREMIER Bank
South Dakota
$728K -$80.3K -2,131 -10%
FW
1649
FirstPurpose Wealth
Utah
$724K +$27K +717 +4%
CWS
1650
Cypress Wealth Services
California
$721K -$46.9K -1,244 -6%