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 %
RB
1801
Renasant Bank
Mississippi
$567K +$9.54K +253 +2%
MW
1802
MBL Wealth
North Carolina
$567K +$281K +7,442 +98%
LF
1803
Lantz Financial
Illinois
$566K -$24.7K -654 -4%
ML
1804
McAdam LLC
Pennsylvania
$566K -$176K -4,681 -24%
KSWWM
1805
Keyes Stange & Wooten Wealth Management
Florida
$566K +$566K +15,008 New
ST
1806
Somerset Trust
Pennsylvania
$566K -$68.3K -1,812 -11%
EP
1807
Edgestream Partners
New Jersey
$565K +$188K +4,987 +50%
CAM
1808
Covenant Asset Management
New Jersey
$565K
BIA
1809
Bigelow Investment Advisors
Maine
$565K -$190K -5,041 -25%
PA
1810
Prossimo Advisors
California
$564K +$20.8K +551 +4%
PP
1811
PFS Partners
New Jersey
$564K -$33.4K -887 -6%
AEPWM
1812
Atlantic Edge Private Wealth Management
Florida
$563K +$563K +14,922 New
WAL
1813
W Advisors LLC
Tennessee
$561K +$112K +2,975 +25%
KF
1814
Krilogy Financial
Missouri
$560K +$44.2K +1,173 +9%
AC
1815
ASB Consultores
Florida
$560K +$10.8K +287 +2%
MA
1816
MBA Advisors
Pennsylvania
$558K -$10.5K -279 -2%
LA
1817
Latitude Advisors
Florida
$558K -$10.6K -282 -2%
CBA
1818
Coastal Bridge Advisors
Connecticut
$555K +$1.81K +48 +0.3%
FCP
1819
Fidelis Capital Partners
Florida
$555K +$240K +6,372 +76%
SSWM
1820
Sheets Smith Wealth Management
North Carolina
$554K -$47.7K -1,264 -8%
CP
1821
Covenant Partners
Tennessee
$552K -$129K -3,431 -19%
ADMI
1822
Albert D. Mason Inc
Massachusetts
$551K
DA
1823
Dover Advisors
Virginia
$551K -$234K -6,195 -30%
OIM
1824
Oder Investment Management
California
$549K -$113K -2,998 -17%
SI
1825
Saxon Interests
Texas
$549K +$549K +14,564 New