2,811 hedge funds and large institutions have $103B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 1,428 increasing their positions, 1,012 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,811
Holders Change
-17
Holders Change %
-0.6%
% of All Funds
44.99%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
182
Increased
1,428
Reduced
1,012
Closed
136
Calls
$1.37B
Puts
$1.39B
Net Calls
-$20.9M
Net Calls Change
+$90.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
1826
Sugarloaf Wealth Management
Georgia
$625K -$31.8K -818 -5%
MA
1827
MBA Advisors
Pennsylvania
$624K +$8.52K +219 +1%
CWM
1828
Cedar Wealth Management
California
$622K
ESB
1829
Essex Savings Bank
Connecticut
$619K +$77.3K +1,989 +14%
AWM
1830
Adams Wealth Management
Utah
$617K +$149K +3,827 +32%
DFA
1831
Delta Financial Advisors
Louisiana
$617K -$1.21K -31 -0.2%
SAM
1832
SignalPoint Asset Management
Missouri
$616K -$50.3K -1,293 -8%
FGA
1833
Fortis Group Advisors
New Jersey
$615K +$615K +15,848 New
BWL
1834
Bogart Wealth LLC
Virginia
$615K +$24.6K +632 +4%
WFC
1835
Western Financial Corp
California
$614K +$18.1K +465 +3%
CP
1836
Cumberland Partners
Ontario, Canada
$613K -$40.1K -1,030 -6%
KLWA
1837
Kelly Lawrence W & Associates
California
$612K
OCM
1838
One Capital Management
California
$612K +$10.9K +279 +2%
NLP
1839
Next Level Private
New York
$612K -$16.1K -415 -3%
RRA
1840
Round Rock Advisors
Connecticut
$612K -$30.3K -780 -5%
PP
1841
PFS Partners
New Jersey
$611K -$350 -9 -0.1%
ICM
1842
IMS Capital Management
Oregon
$610K +$17.7K +456 +3%
HPM
1843
Hoxton Planning & Management
West Virginia
$608K +$196K +5,028 +47%
VF
1844
Vista Finance
Missouri
$607K -$40.7K -1,047 -6%
WBCM
1845
Wilson & Boucher Capital Management
California
$607K -$14.2K -365 -2%
SAM
1846
Secure Asset Management
Michigan
$606K +$112K +2,877 +23%
GSIAS
1847
Garden State Investment Advisory Services
New Jersey
$606K +$23.5K +605 +4%
LWCFA
1848
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$605K -$85.5K -2,198 -12%
LGA
1849
Lebenthal Global Advisors
New York
$605K +$35.2K +905 +6%
ACP
1850
Aveo Capital Partners
Colorado
$605K +$67.4K +1,734 +13%