2,808 hedge funds and large institutions have $101B invested in Verizon in 2023 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 898 increasing their positions, 1,402 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,808
Holders Change
+215
Holders Change %
+8.29%
% of All Funds
41.16%
Holding in Top 10
54
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+45.95%
% of All Funds
0.79%
New
372
Increased
898
Reduced
1,402
Closed
112
Calls
$1.95B
Puts
$1.79B
Net Calls
+$160M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Shares
Change %
I
1726
InceptionR
California
$647K -$82K -2,175 -11%
SC
1727
Steph & Co
Wisconsin
$646K -$83K -2,201 -11%
WQ
1728
Wealth Quarterback
New Jersey
$645K -$523K -13,879 -45%
TCBWMS
1729
Texas Capital Bank Wealth Management Services
Texas
$645K +$106K +9,347 +20%
TYCC
1730
Texas Yale Capital Corp
Florida
$645K -$1.25M -33,041 -66%
IWA
1731
IVC Wealth Advisors
Pennsylvania
$644K -$32.6K -865 -5%
LD
1732
Lipe & Dalton
New York
$644K -$7.54K -200 -1%
CIA
1733
Compass Ion Advisors
Pennsylvania
$644K -$86.7K -2,300 -12%
TCMP
1734
Thrive Capital Management (Pennsylvania)
Pennsylvania
$643K -$81K -2,148 -11%
FA
1735
Financial Advisors
Massachusetts
$642K -$78.8K -2,090 -11%
BI
1736
Ballast Inc
Kentucky
$635K -$58.6K -1,555 -8%
APG
1737
Abacus Planning Group
South Carolina
$635K +$166K +4,404 +35%
SWP
1738
ShoreHaven Wealth Partners
New Jersey
$632K +$25.5K +676 +4%
ORG
1739
Optimist Retirement Group
Washington
$632K +$632K +16,754 New
BWL
1740
Bogart Wealth LLC
Virginia
$629K -$13K -345 -2%
PCM
1741
Perkins Capital Management
Minnesota
$626K +$56.5K +1,500 +10%
SWMP
1742
Signature Wealth Management Partners
New Jersey
$625K +$5.54K +147 +0.9%
WFC
1743
Western Financial Corp
California
$624K +$10.2K +271 +2%
AIA
1744
Angeles Investment Advisors
California
$624K +$14.6K +387 +2%
HNWAG
1745
High Net Worth Advisory Group
Florida
$624K -$285K -7,560 -31%
NERM
1746
New England Research & Management
Illinois
$623K -$16K -425 -3%
PRI
1747
Prepared Retirement Institute
Pennsylvania
$621K +$621K +16,474 New
SAM
1748
Summit Asset Management
Tennessee
$621K +$2.07K +55 +0.3%
SBF
1749
Sara-Bay Financial
Florida
$621K -$10.2K -270 -2%
CRWM
1750
Castle Rock Wealth Management
California
$620K +$176K +4,383 +40%