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 %
CWS
1676
Cypress Wealth Services
California
$792K -$25K -642 -3%
PWLP
1677
Prio Wealth Limited Partnership
Massachusetts
$791K +$21.7K +559 +3%
BC
1678
Brookfield Corp
Ontario, Canada
$790K +$197K +5,064 +33%
OHIS
1679
Oak Harvest Investment Services
Texas
$789K +$789K +20,300 New
CA
1680
Carson Advisory
Georgia
$783K -$27.1K -696 -3%
RC
1681
Roundview Capital
New Jersey
$779K -$155K -3,992 -17%
EFH
1682
Eaton Financial Holdings
Florida
$779K +$400K +10,281 +105%
NIM
1683
Needham Investment Management
New York
$778K +$389K +10,000 +100%
ADMI
1684
Albert D. Mason Inc
Massachusetts
$777K +$1.83K +47 +0.2%
AAM
1685
AMI Asset Management
California
$776K +$10.5K +271 +1%
SIA
1686
SkyView Investment Advisors
New Jersey
$776K +$4.16K +107 +0.5%
GC
1687
Gilbert & Cook
Iowa
$776K +$8.71K +224 +1%
CT
1688
Clearstead Trust
Maine
$775K -$31.2K -801 -4%
MVA
1689
Mount Vernon Associates
Maryland
$775K -$13.6K -350 -2%
OIM
1690
Oder Investment Management
California
$775K +$33K +849 +4%
TCMP
1691
Thrive Capital Management (Pennsylvania)
Pennsylvania
$773K +$98.9K +2,557 +15%
TF
1692
Trek Financial
Arizona
$773K +$15.1K +387 +2%
LJAC
1693
L.J. Altfest & Co
New York
$772K -$33.8K -869 -4%
RA
1694
Rational Advisors
New York
$770K +$770K +19,812 New
CA
1695
Cornerstone Advisory
Maryland
$770K +$192K +4,941 +33%
EFM
1696
Eley Financial Management
Vermont
$769K +$2.37K +61 +0.3%
BC
1697
Bowman & Company
Wisconsin
$768K +$166K +4,275 +28%
ST
1698
Somerset Trust
Pennsylvania
$767K -$52K -1,337 -6%
RIA
1699
Richwood Investment Advisors
Ohio
$767K -$9.02K -232 -1%
APA
1700
Astoria Portfolio Advisors
New York
$765K +$54.2K +1,366 +8%