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2,829 hedge funds and large institutions have $104B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,435 increasing their positions, 1,015 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,435 | Existing positions reduced: 1,015

37% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 137

1.01% more ownership

Funds ownership: 62.63%63.64% (+1%)

0% less funds holding

Funds holding: 2,8412,829 (-12)

1% less capital invested

Capital invested by funds: $104B → $104B (-$916M)

1% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.39B

8% less funds holding in top 10

Funds holding in top 10: 6459 (-5)

Holders
2,829
Holders Change
-12
Holders Change %
-0.42%
% of All Funds
45.08%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
188
Increased
1,435
Reduced
1,015
Closed
137
Calls
$1.38B
Puts
$1.39B
Net Calls
-$17M
Net Calls Change
+$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TCMP
1701
Thrive Capital Management (Pennsylvania)
Pennsylvania
$773K +$101K +2,557 +15%
TF
1702
Trek Financial
Arizona
$773K +$15.3K +387 +2%
LJAC
1703
L.J. Altfest & Co
New York
$772K -$34.3K -869 -4%
RA
1704
Rational Advisors
New York
$770K +$781K +19,812 New
CA
1705
Cornerstone Advisory
Maryland
$770K +$195K +4,941 +33%
EFM
1706
Eley Financial Management
Vermont
$769K +$2.41K +61 +0.3%
BC
1707
Bowman & Company
Wisconsin
$768K +$169K +4,275 +28%
ST
1708
Somerset Trust
Pennsylvania
$767K -$52.7K -1,337 -6%
RIA
1709
Richwood Investment Advisors
Ohio
$767K -$9.15K -232 -1%
APA
1710
Astoria Portfolio Advisors
New York
$765K +$53.9K +1,366 +8%
SFA
1711
Souders Financial Advisors
Ohio
$765K +$187K +4,750 +32%
IFWM
1712
Institute for Wealth Management
Colorado
$757K -$1.18K -30 -0.2%
SW
1713
SlateStone Wealth
Florida
$757K +$181K +4,595 +31%
CST
1714
Charles Schwab Trust
Nevada
$756K -$219K -5,554 -22%
WI
1715
Wedgewood Investors
Pennsylvania
$755K -$35.5K -900 -4%
ASBI
1716
American State Bank (Iowa)
Iowa
$751K +$6.7K +170 +0.9%
FA
1717
Financial Advisors
Massachusetts
$750K +$68.8K +1,744 +10%
TBNY
1718
Trustco Bank (New York)
New York
$749K -$986 -25 -0.1%
FFA
1719
First Foundation Advisors
California
$746K -$84K -2,129 -10%
CFG
1720
Carr Financial Group
Massachusetts
$745K -$118 -3 -0%
TF
1721
Threadgill Financial
Texas
$743K +$753K +19,101 New
AFG
1722
Atomi Financial Group
New York
$742K +$753K +19,087 New
WCG
1723
Weaver Consulting Group
California
$742K +$38.8K +984 +5%
SWP
1724
Strategic Wealth Partners
Ohio
$741K -$66.1K -1,675 -8%
BFA
1725
Beacon Financial Advisory
Ohio
$738K +$54K +1,370 +8%

VZ Hedge Fund Activity: Q1 2023 in Review

2,829 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2023, worth a combined $104B — down 0.88% from $104B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new VZ positions and 137 closed out — a net gain of 51 holders — while 1,435 added to existing stakes and 1,015 trimmed.

The largest buyer was Bank of America, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $420M.

  • 2,829 institutional investors held Verizon (VZ) as of Q1 2023, down from 2,841 in Q4 2022.
  • Funds reported $104B of Verizon stock for Q1 2023, down 0.88% quarter-over-quarter.
  • 188 funds opened new Verizon positions in Q1 2023 and 137 closed out, a net change of +51 holders.
  • The largest Verizon buyer in Q1 2023 was Bank of America, an estimated $393M added.
  • The largest Verizon seller in Q1 2023 was T. Rowe Price Associates, an estimated $420M sold.

Based on aggregated 13F filings for Q1 2023.