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 %
BCM
1751
BluePath Capital Management
Georgia
$684K +$218K +5,298 +47%
SC
1752
Steph & Co
Wisconsin
$682K -$28.2K -683 -4%
MA
1753
MBA Advisors
Pennsylvania
$682K +$23.5K +569 +4%
SI
1754
Saxon Interests
Texas
$681K +$24.2K +588 +4%
PCM
1755
Permanent Capital Management
Illinois
$680K +$680K +15,715 New
CAMV
1756
Concord Asset Management (Virginia)
Virginia
$678K +$14.7K +357 +2%
CS
1757
Capital Square
Tennessee
$678K +$4.77K +122 +0.7%
CWP
1758
Core Wealth Partners
California
$678K +$678K +16,429 New
ST
1759
Somerset Trust
Pennsylvania
$677K +$39.1K +948 +6%
NERM
1760
New England Research & Management
Illinois
$677K -$1.24K -30 -0.2%
AGM
1761
Alpine Global Management
New York
$676K +$676K +16,394 New
TC
1762
Trust Company
Kansas
$676K -$37.7K -913 -5%
CGL
1763
Clarius Group LLC
Washington
$676K +$4.95K +120 +0.7%
PCM
1764
Perkins Capital Management
Minnesota
$673K -$12.8K -309 -2%
SWMP
1765
Signature Wealth Management Partners
New Jersey
$673K -$13.8K -334 -2%
NLP
1766
Next Level Private
New York
$672K +$28.5K +691 +4%
CWP
1767
CFM Wealth Partners
Texas
$670K +$49.7K +1,204 +8%
NAMP
1768
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$668K -$53.2K -1,290 -7%
CWA
1769
Centennial Wealth Advisory
Michigan
$666K -$55.7K -1,351 -8%
HNWAG
1770
High Net Worth Advisory Group
Florida
$666K
LAM
1771
L2 Asset Management
Massachusetts
$664K +$55.5K +1,345 +9%
IWA
1772
Invera Wealth Advisors
Oregon
$663K +$130K +3,154 +24%
RAM
1773
RWC Asset Management
United Kingdom
$663K +$22.7K +551 +4%
WOC
1774
West Oak Capital
California
$660K
LA
1775
Latitude Advisors
Florida
$660K +$16.7K +404 +3%