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 %
OFS
1851
OneAscent Financial Services
Alabama
$533K +$243K +6,446 +84%
BFAG
1852
Blackston Financial Advisory Group
Florida
$531K -$38.1K -1,011 -7%
IFU
1853
iSAM Funds (UK)
United Kingdom
$530K +$530K +14,063 New
CNC
1854
Citizens & Northern Corp
Pennsylvania
$530K -$5.43K -144 -1%
AC
1855
Avestar Capital
New York
$529K +$120K +3,172 +29%
ONSWM
1856
Old North State Wealth Management
North Carolina
$529K +$90.3K +2,394 +21%
NFC
1857
Northeast Financial Consultants
Connecticut
$528K +$25.2K +668 +5%
PH
1858
Pinnacle Holdings
Oklahoma
$528K +$2.15K +57 +0.4%
KP
1859
Keel Point
Alabama
$528K +$64.3K +1,706 +14%
CWP
1860
CFM Wealth Partners
Texas
$528K +$42.9K +1,137 +9%
DAM
1861
Derbend Asset Management
Georgia
$526K +$29.8K +791 +6%
FFWM
1862
Future Financial Wealth Management
Ohio
$523K +$124K +3,296 +31%
ESB
1863
Essex Savings Bank
Connecticut
$523K +$39.1K +1,036 +8%
RPC
1864
Rossmore Private Capital
Connecticut
$522K -$36.8K -975 -7%
BGAI
1865
Bruce G. Allen Investments
Colorado
$522K +$522K +13,838 New
MCM
1866
McKinley Capital Management
Alaska
$522K +$12K +318 +2%
FWM
1867
Focused Wealth Management
New York
$521K -$929K -24,651 -64%
WTA
1868
Washington Trust Advisors
Massachusetts
$519K -$13.8K -367 -3%
CAM
1869
Campion Asset Management
Virginia
$518K -$45.8K -1,215 -8%
LA
1870
LexAurum Advisors
Kansas
$518K -$81.5K -2,161 -14%
HCP
1871
Holt Capital Partners
Texas
$517K -$2.53K -67 -0.5%
TFA
1872
Trinity Financial Advisors
Ohio
$517K -$2.56K -68 -0.5%
BCFD
1873
Boit C.F. David
$517K -$32.1K -820 -6%
PWM
1874
Purus Wealth Management
California
$516K -$8.14K -216 -2%
DTC
1875
Davidson Trust Company
Washington
$514K +$12.8K +340 +3%