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 %
BWP
1751
BSW Wealth Partners
Colorado
$619K +$33.1K +879 +6%
AWAP
1752
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$619K -$172K -4,572 -22%
CS
1753
Capital Square
Tennessee
$616K -$78.5K -2,083 -11%
SWP
1754
Strategic Wealth Partners
Ohio
$615K -$49.6K -1,316 -7%
TFA
1755
Transamerica Financial Advisors
Florida
$614K -$205K -5,441 -25%
GJIA
1756
Glass Jacobson Investment Advisors
Maryland
$614K -$8.82K -234 -1%
OHWA
1757
Oak Hill Wealth Advisors
Virginia
$614K +$1.62K +43 +0.3%
LIA
1758
LS Investment Advisors
Michigan
$613K +$143K +3,805 +31%
MI
1759
Motiv8 Investments
Florida
$607K +$607K +16,113 New
WOC
1760
West Oak Capital
California
$606K -$103K -2,678 -15%
FFB
1761
First Financial Bankshares
Texas
$606K +$606K +16,061 New
HR
1762
Howe & Rusling
New York
$604K -$90.3K -2,396 -13%
IAG
1763
Investment Advisory Group
Massachusetts
$604K -$29.1K -771 -5%
CCWA
1764
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$602K +$155K +4,108 +35%
WAG
1765
Wallace Advisory Group
California
$602K +$13.5K +417 +2%
KFGK
1766
Keystone Financial Group (Kentucky)
Kentucky
$599K -$261K -6,913 -30%
DF
1767
Donoghue Forlines
Massachusetts
$599K -$207K -5,485 -26%
BTI
1768
Blue Trust Inc
Georgia
$598K +$49.9K +1,538 +9%
TA
1769
TFG Advisers
Michigan
$597K +$11.3K +301 +2%
ACM
1770
AlphaStar Capital Management
North Carolina
$597K -$62.4K -1,654 -9%
EFH
1771
Eaton Financial Holdings
Florida
$596K -$40.5K -1,075 -6%
SN
1772
Sittner & Nelson
Oregon
$595K -$66.3K -1,759 -10%
PSCM
1773
Per Stirling Capital Management
Texas
$593K -$30.4K -807 -5%
CIA
1774
Cape Investment Advisory
Georgia
$593K +$59.6K +1,580 +11%
LAS
1775
Lloyd Advisory Services
Georgia
$590K -$815K -21,613 -58%