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 %
PJSIMP
1776
P.J. Schmidt Investment Management (PJS)
Wisconsin
$590K -$216K -5,095 -27%
MIA
1777
MeadowBrook Investment Advisors
Michigan
$589K +$589K +15,634 New
SAM
1778
SignalPoint Asset Management
Missouri
$586K -$24.4K -648 -4%
LFGH
1779
Lee Financial Group Hawaii
Hawaii
$585K +$79.3K +2,104 +16%
Members Trust
1780
Members Trust
Florida
$585K +$5.62K +150 +1%
TI
1781
Truepoint Inc
Ohio
$584K +$24.4K +648 +4%
GIM
1782
Grassi Investment Management
California
$583K -$26.3K -697 -4%
CWM
1783
Curi Wealth Management
North Carolina
$583K -$244K -6,467 -29%
IIM
1784
Ipswich Investment Management
Massachusetts
$581K -$34.6K -919 -6%
GWM
1785
Gray Wealth Management
Maine
$579K -$53.7K -1,425 -8%
MCWA
1786
Meadow Creek Wealth Advisors
Georgia
$578K +$578K +15,341 New
IC
1787
Inscription Capital
Texas
$574K -$19K -503 -3%
SWM
1788
Sugarloaf Wealth Management
Georgia
$574K -$51K -1,352 -8%
PIM
1789
Plato Investment Management
Australia
$573K +$573K +15,198 New
CA
1790
Calton & Associates
Florida
$573K -$279K -7,400 -33%
NLP
1791
Next Level Private
New York
$572K -$63.1K -1,674 -10%
BPC
1792
Banque Pictet & Cie
Switzerland
$571K -$42.9K -1,138 -7%
VP
1793
Verum Partners
North Carolina
$571K +$199K +5,278 +54%
RAM
1794
RWC Asset Management
United Kingdom
$570K
CVA
1795
Central Valley Advisors
California
$570K +$570K +15,120 New
PP
1796
Patron Partners
Texas
$570K -$17.8K -471 -3%
CMP
1797
Coston McIsaac & Partners
Maine
$569K +$91.4K +2,428 +19%
CFFP
1798
Center for Financial Planning
Michigan
$568K -$14.9K -394 -3%
BIG
1799
Brooklyn Investment Group
New York
$568K +$568K +15,054 New
SFP
1800
Sandbox Financial Partners
Maryland
$567K -$95.5K -2,532 -14%