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 %
WFC
1726
Western Financial Corp
California
$711K +$18.3K +443 +3%
FA
1727
Financial Advisors
Massachusetts
$709K +$6.81K +165 +1%
RIA
1728
Richwood Investment Advisors
Ohio
$708K -$22.1K -536 -3%
RCM
1729
RB Capital Management
Nevada
$705K -$2.56K -62 -0.4%
CFP
1730
Catalyst Financial Partners
Massachusetts
$704K -$46.5K -1,128 -6%
LD
1731
Lipe & Dalton
New York
$704K
ORC
1732
O'Rourke & Company
Massachusetts
$704K +$69.8K +1,693 +11%
IGGA
1733
Iron Gate Global Advisors
Utah
$702K -$261K -6,319 -27%
CRWM
1734
Castle Rock Wealth Management
California
$700K +$2.09K +50 +0.3%
BWP
1735
BSW Wealth Partners
Colorado
$700K +$25.5K +619 +4%
LAM
1736
LECAP Asset Management
United Kingdom
$698K +$698K +16,915 New
ETC
1737
Exchange Traded Concepts
Oklahoma
$695K -$16.5M -399,458 -96%
MWM
1738
Mascoma Wealth Management
New Hampshire
$694K -$284K -6,884 -29%
FIM
1739
Fruth Investment Management
Texas
$694K -$25.6K -622 -4%
TA
1740
TFB Advisors
Kansas
$693K +$101K +2,441 +17%
LWM
1741
Laidlaw Wealth Management
New York
$692K +$29.8K +722 +4%
PWLP
1742
Prio Wealth Limited Partnership
Massachusetts
$691K -$24.2K -586 -3%
CGA
1743
Crescent Grove Advisors
Illinois
$690K +$189K +4,583 +38%
HR
1744
Howe & Rusling
New York
$690K +$90.6K +2,198 +15%
NAS
1745
Nicolet Advisory Services
Wisconsin
$688K +$6.7K +163 +1%
SFP
1746
Sandbox Financial Partners
Maryland
$687K +$51.6K +1,250 +8%
SWP
1747
ShoreHaven Wealth Partners
New Jersey
$687K +$3.59K +87 +0.5%
CFG
1748
Carr Financial Group
Massachusetts
$686K +$326K +7,916 +91%
SFC
1749
Sprinkle Financial Consultants
Colorado
$685K +$195K +4,717 +40%
PP
1750
PDS Planning
Ohio
$685K +$73.9K +1,793 +12%