2,811 hedge funds and large institutions have $103B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 1,428 increasing their positions, 1,012 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,811
Holders Change
-17
Holders Change %
-0.6%
% of All Funds
44.99%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
182
Increased
1,428
Reduced
1,012
Closed
136
Calls
$1.37B
Puts
$1.39B
Net Calls
-$20.9M
Net Calls Change
+$90.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
1651
Wedgewood Partners
Missouri
$823K +$16.5K +425 +2%
BWM
1652
BCGM Wealth Management
Indiana
$822K -$132K -3,383 -14%
FA
1653
Fagan Associates
New York
$821K +$18.6K +478 +2%
FFA
1654
Farther Finance Advisors
California
$821K +$523K +13,454 +176%
PWAM
1655
Pinnacle West Asset Management
Wyoming
$817K +$817K +21,000 New
EI
1656
Ellevest Inc
New York
$816K -$55.9K -1,437 -6%
TCBWMS
1657
Texas Capital Bank Wealth Management Services
Texas
$816K +$117 +3 +0%
GAG
1658
GM Advisory Group
New York
$815K +$335K +8,610 +70%
OIA
1659
Optimum Investment Advisors
Illinois
$814K -$146K -3,755 -15%
CS
1660
Capital Square
Tennessee
$812K +$2.72K +69 +0.3%
ST
1661
Spinnaker Trust
Maine
$810K -$71.9K -1,850 -8%
RW
1662
Rede Wealth
Virginia
$808K
DCM
1663
DGS Capital Management
New Jersey
$808K +$45.8K +1,178 +6%
KCM
1664
Kathmere Capital Management
Pennsylvania
$807K +$285K +7,324 +55%
KTC
1665
Kistler-Tiffany Companies
Pennsylvania
$806K +$120K +3,079 +17%
PG
1666
Patten Group
Tennessee
$806K +$20.4K +524 +3%
Balyasny Asset Management
1667
Balyasny Asset Management
Illinois
$802K -$2.61M -67,129 -76%
WMS
1668
Wealth Management Solutions
Pennsylvania
$802K +$26.8K +689 +3%
BMCM
1669
Burns Matteson Capital Management
New York
$801K -$13.3K -343 -2%
CAC
1670
Certified Advisory Corp
Florida
$800K +$28.2K +726 +4%
FIM
1671
Freedom Investment Management
Connecticut
$800K -$541K -13,912 -40%
MLA
1672
My Legacy Advisors
Oregon
$796K +$37.5K +952 +5%
RWA
1673
Ropes Wealth Advisors
Massachusetts
$794K -$3.77K -97 -0.5%
DA
1674
Denali Advisors
California
$793K -$3.89K -100 -0.5%
CWP
1675
Concord Wealth Partners
Virginia
$792K -$80K -2,058 -9%