2,867 hedge funds and large institutions have $109B invested in Verizon in 2024 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,231 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,867
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.8%
New
181
Increased
1,231
Reduced
1,219
Closed
117
Calls
$1.68B
Puts
$1.39B
Net Calls
+$289M
Net Calls Change
-$90.5M
Name Holding Trade Value Shares
Change
Shares
Change %
EWS
1701
Eagle Wealth Strategies
New Jersey
$740K +$206 +5 +0%
MWM
1702
Massachusetts Wealth Management
Massachusetts
$740K -$100K -2,435 -12%
RW
1703
Rede Wealth
Virginia
$738K
IA
1704
Insight Advisors
Pennsylvania
$738K -$2.15K -52 -0.3%
AFAS
1705
Acorn Financial Advisory Services
Virginia
$737K -$43.7K -1,060 -6%
EA
1706
Emerald Advisors
Washington
$736K -$31.6K -767 -4%
GFP
1707
Gryphon Financial Partners
Ohio
$736K +$45.5K +1,103 +7%
SIC
1708
Samalin Investment Counsel
New York
$734K -$8.95K -217 -1%
BWL
1709
Bogart Wealth LLC
Virginia
$734K +$70.4K +1,706 +11%
AWAP
1710
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$732K +$9.94K +241 +1%
FIC
1711
FCG Investment Company
Tennessee
$732K -$274K -6,656 -27%
FFWA
1712
FRG Family Wealth Advisors
Washington
$731K -$79.1K -1,965 -10%
SC
1713
Sapient Capital
Indiana
$730K -$166K -4,031 -19%
HAM
1714
Harmony Asset Management
Arizona
$729K -$759K -18,398 -51%
LCGC
1715
Legacy Capital Group California
California
$728K -$10.7K -259 -1%
KLCM
1716
KG&L Capital Management
Louisiana
$726K -$238K -5,805 -25%
CIA
1717
Compass Ion Advisors
Pennsylvania
$722K
AWA
1718
Aaron Wealth Advisors
Illinois
$722K +$53.1K +1,288 +8%
JJBC
1719
James J. Burns & Company
New York
$720K +$306K +7,432 +74%
WQ
1720
Wealth Quarterback
New Jersey
$718K +$49.9K +1,210 +7%
CPWA
1721
Cerro Pacific Wealth Advisors
California
$717K +$717K +17,379 New
GWM
1722
Gray Wealth Management
Maine
$716K +$3.67K +89 +0.5%
CF
1723
Copperwynd Financial
Arizona
$715K +$106K +2,625 +17%
KIA
1724
Kraematon Investment Advisors
Massachusetts
$713K +$6.31K +153 +0.9%
KFA
1725
Kelleher Financial Advisors
New York
$711K -$224K -5,425 -24%