2,883 hedge funds and large institutions have $117B invested in Verizon in 2024 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 1,243 increasing their positions, 1,219 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,883
Holders Change
+16
Holders Change %
+0.56%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.8%
New
186
Increased
1,243
Reduced
1,219
Closed
139
Calls
$2.1B
Puts
$2.04B
Net Calls
+$53.6M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
1826
Focused Wealth Management
New York
$645K +$8.89K +198 +1%
AO
1827
Advisor OS
Illinois
$643K +$73.7K +1,641 +13%
AWE
1828
Avidian Wealth Enterprises
Texas
$643K -$22.5K -500 -3%
BSTWA
1829
Blake Schutter Theil Wealth Advisors
Ohio
$641K +$641K +14,266 New
LAS
1830
Lloyd Advisory Services
Georgia
$640K +$943 +21 +0.1%
TCM
1831
Triumph Capital Management
Colorado
$639K +$215K +4,777 +51%
SAM
1832
Summit Asset Management
Tennessee
$639K +$2.25K +50 +0.4%
MCWA
1833
Meadow Creek Wealth Advisors
Georgia
$638K -$24.3K -540 -4%
SAM
1834
SignalPoint Asset Management
Missouri
$638K -$47K -1,046 -7%
AF
1835
Aldebaran Financial
$637K -$12K -267 -2%
RCA
1836
Resonant Capital Advisors
Wisconsin
$635K +$25.2K +562 +4%
CA
1837
Capital Advantage
California
$634K -$4.76K -106 -0.7%
VFPW
1838
Vantage Financial Partners (Wisconsin)
Wisconsin
$634K +$55.5K +1,235 +10%
CFA
1839
CWS Financial Advisors
Michigan
$633K -$14.1K -315 -2%
SBF
1840
Sara-Bay Financial
Florida
$632K -$305K -6,790 -33%
CBA
1841
Coastal Bridge Advisors
Connecticut
$630K +$1.89K +42 +0.3%
PA
1842
Prossimo Advisors
California
$626K -$24.4K -543 -4%
GIM
1843
Grassi Investment Management
California
$626K +$9.21K +205 +1%
NFC
1844
Northeast Financial Consultants
Connecticut
$625K +$1.53K +34 +0.2%
Group One Trading
1845
Group One Trading
Illinois
$622K -$37.1K -827 -6%
AC
1846
Apella Capital
Connecticut
$622K -$17.1K -379 -3%
SPWM
1847
Schrum Private Wealth Management
Florida
$622K +$268K +5,977 +76%
BWA
1848
Beam Wealth Advisors
Louisiana
$621K -$1.53K -34 -0.2%
PCM
1849
Perkins Capital Management
Minnesota
$620K -$112K -2,500 -15%
CAS
1850
Coppell Advisory Solutions
Texas
$619K -$49.6K -1,104 -7%