2,867 hedge funds and large institutions have $109B invested in Verizon in 2024 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,231 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,867
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.8%
New
181
Increased
1,231
Reduced
1,219
Closed
117
Calls
$1.68B
Puts
$1.39B
Net Calls
+$289M
Net Calls Change
-$90.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1851
Aprio Wealth Management
Georgia
$586K +$271K +6,581 +86%
SAM
1852
Summit Asset Management
Tennessee
$584K +$26.8K +651 +5%
FWM
1853
Focused Wealth Management
New York
$584K -$12.7K -309 -2%
AF
1854
Arrow Financial
New York
$584K +$154K +3,746 +36%
SEIA
1855
Signature Estate & Investment Advisors
California
$581K +$244K +5,923 +73%
CBA
1856
Coastal Bridge Advisors
Connecticut
$577K +$1.73K +42 +0.3%
Balyasny Asset Management
1857
Balyasny Asset Management
Illinois
$576K -$158M -3,834,136 -100%
KF
1858
Krilogy Financial
Missouri
$575K -$6.1K -148 -1%
HBW
1859
Hazlett, Burt & Watson
West Virginia
$574K +$179K +4,335 +45%
MCM
1860
McKinley Capital Management
Alaska
$573K -$6.89K -167 -1%
NFC
1861
Northeast Financial Consultants
Connecticut
$572K -$155K -3,765 -21%
CAM
1862
Campion Asset Management
Virginia
$572K -$8.87K -215 -2%
BWA
1863
Beam Wealth Advisors
Louisiana
$571K +$228K +5,524 +66%
NHT
1864
New Hampshire Trust
New Hampshire
$567K -$389K -9,440 -41%
BGAI
1865
Bruce G. Allen Investments
Colorado
$567K -$1.36K -33 -0.2%
SWM
1866
Sugarloaf Wealth Management
Georgia
$567K +$49.9K +1,211 +10%
GIM
1867
Grassi Investment Management
California
$566K -$22.4K -544 -4%
MA
1868
MKT Advisors
California
$565K +$3.92K +95 +0.7%
WIA
1869
Wetzel Investment Advisors
Indiana
$564K -$32.4K -772 -5%
PWP
1870
Precedent Wealth Partners
Texas
$563K +$102K +2,478 +22%
CPA
1871
Court Place Advisors
Maryland
$562K -$124K -3,017 -18%
AWM
1872
Adams Wealth Management
Utah
$562K -$168K -4,072 -23%
CI
1873
CacheTech Inc
Utah
$562K +$562K +13,629 New
RCA
1874
Resonant Capital Advisors
Wisconsin
$560K +$23.1K +561 +4%
HWM
1875
Horizon Wealth Management
Illinois
$559K -$33.7K -817 -6%