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 %
SFA
1701
Souders Financial Advisors
Ohio
$765K +$185K +4,750 +32%
IFWM
1702
Institute for Wealth Management
Colorado
$757K -$1.17K -30 -0.2%
SW
1703
SlateStone Wealth
Florida
$757K +$179K +4,595 +31%
CST
1704
Charles Schwab Trust
Nevada
$756K -$216K -5,554 -22%
WI
1705
Wedgewood Investors
Pennsylvania
$755K -$35K -900 -4%
FA
1706
Financial Advisors
Massachusetts
$750K +$67.8K +1,744 +10%
TBNY
1707
Trustco Bank (New York)
New York
$749K -$972 -25 -0.1%
FFA
1708
First Foundation Advisors
California
$746K -$82.8K -2,129 -10%
CFG
1709
Carr Financial Group
Massachusetts
$745K -$117 -3 -0%
TF
1710
Threadgill Financial
Texas
$743K +$743K +19,101 New
AFG
1711
Atomi Financial Group
New York
$742K +$742K +19,087 New
WCG
1712
Weaver Consulting Group
California
$742K +$38.3K +984 +5%
SWP
1713
Strategic Wealth Partners
Ohio
$741K -$65.1K -1,675 -8%
BFA
1714
Beacon Financial Advisory
Ohio
$738K +$53.3K +1,370 +8%
WAS
1715
Winch Advisory Services
Wisconsin
$737K +$141K +3,634 +24%
HAG
1716
HF Advisory Group
Maryland
$735K +$124K +3,180 +20%
FNBOSM
1717
First National Bank of South Miami
Florida
$734K +$6.5K +167 +0.9%
RSWM
1718
Robertson Stephens Wealth Management
California
$731K +$134K +3,438 +22%
CM
1719
CastleKnight Management
New York
$731K +$731K +18,800 New
JPLA
1720
Joseph P. Lucia & Associates
New York
$731K +$83.3K +2,141 +13%
BTI
1721
Blue Trust Inc
Georgia
$730K -$79.8K -2,027 -10%
MWM
1722
Massachusetts Wealth Management
Massachusetts
$730K -$3.89K -100 -0.5%
OHWA
1723
Oak Hill Wealth Advisors
Virginia
$729K -$34.2K -879 -4%
RB
1724
Renasant Bank
Mississippi
$729K +$148K +3,795 +25%
SOS
1725
Silver Oak Securities
Tennessee
$728K +$54.3K +1,396 +8%