2,747 hedge funds and large institutions have $97.4B invested in Verizon in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,116 increasing their positions, 1,300 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,747
Holders Change
-64
Holders Change %
-2.28%
% of All Funds
43.32%
Holding in Top 10
41
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-30.51%
% of All Funds
0.65%
New
139
Increased
1,116
Reduced
1,300
Closed
176
Calls
$1.62B
Puts
$1.31B
Net Calls
+$313M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
1776
Trinity Financial Advisors
Ohio
$616K +$80.5K +2,164 +15%
NAG
1777
Northstar Advisory Group
New Jersey
$616K +$40.4K +1,087 +7%
BWM
1778
BigSur Wealth Management
Florida
$615K -$56.6K -1,523 -8%
JCM
1779
J2 Capital Management
Michigan
$615K +$41.2K +1,108 +7%
BCFD
1780
Boit C.F. David
$614K
CWS
1781
Cypress Wealth Services
California
$614K -$26.6K -847 -4%
LA
1782
Lifeworks Advisors
Michigan
$611K -$28.7K -771 -4%
Members Trust
1783
Members Trust
Florida
$608K -$194K -5,223 -24%
GPA
1784
Garrison Point Advisors
California
$608K -$36.1K -972 -6%
FB
1785
First Bancorp
Maine
$607K -$3.27K -88 -0.5%
WA
1786
Wealth Advisors
California
$607K -$23.2K -665 -4%
M
1787
Mirova
France
$607K -$1.01M -27,086 -62%
JAG
1788
Journey Advisory Group
Kentucky
$606K -$413K -11,107 -41%
NLP
1789
Next Level Private
New York
$604K +$51.2K +1,456 +9%
MA
1790
MBA Advisors
Pennsylvania
$604K +$7.62K +205 +1%
BWL
1791
Bogart Wealth LLC
Virginia
$603K +$15.4K +414 +3%
IAG
1792
Investment Advisory Group
Massachusetts
$601K +$68.4K +1,838 +13%
SAM
1793
Summit Asset Management
Tennessee
$601K -$28.6K -769 -5%
FW
1794
FirstPurpose Wealth
Utah
$600K +$38.7K +1,041 +7%
PFBT
1795
Parkside Financial Bank & Trust
Missouri
$598K +$108K +2,906 +22%
WCM
1796
Washington Capital Management
Washington
$598K -$49.1K -1,320 -8%
AAM
1797
Augustine Asset Management
Florida
$597K -$5.17K -139 -0.9%
CAM
1798
Covenant Asset Management
New Jersey
$596K -$35.6K -958 -6%
SWM
1799
Sugarloaf Wealth Management
Georgia
$596K -$1.79K -48 -0.3%
SAS
1800
Stelac Advisory Services
New York
$596K -$37.8K -1,017 -6%