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 %
HWM
1851
Horizon Wealth Management
Illinois
$618K +$8.53K +190 +1%
DOA
1852
D'Orazio & Associates
Virginia
$618K -$60.9K -1,356 -9%
HP
1853
Holistic Planning
Texas
$616K +$616K +13,715 New
HBW
1854
Hazlett, Burt & Watson
West Virginia
$615K -$6.62K -148 -1%
SSWM
1855
Sheets Smith Wealth Management
North Carolina
$614K -$62.2K -1,386 -9%
SMA
1856
Sage Mountain Advisors
Georgia
$613K +$141K +3,143 +30%
HP
1857
Hyperion Partners
Pennsylvania
$613K +$46.4K +1,034 +8%
OL
1858
Optas LLC
Texas
$612K +$78.8K +1,754 +15%
NCFG
1859
New Century Financial Group
New Jersey
$612K +$27.1K +603 +5%
TF
1860
Tudor Financial
Ohio
$611K +$611K +13,610 New
DWMS
1861
Dominguez Wealth Management Solutions
Virginia
$611K +$3.37K +75 +0.6%
CAM
1862
Campion Asset Management
Virginia
$609K -$13.7K -305 -2%
SWM
1863
Salvus Wealth Management
New Jersey
$608K -$566K -12,611 -48%
PWM
1864
PBMares Wealth Management
Virginia
$608K -$52K -1,158 -8%
AFG
1865
Argent Financial Group
Louisiana
$607K +$607K +13,526 New
GA
1866
Geller Advisors
New York
$607K +$35.5K +790 +6%
CCP
1867
Cassia Capital Partners
North Carolina
$605K -$53.1K -1,183 -8%
GAG
1868
GM Advisory Group
New York
$604K -$528K -11,766 -47%
PWM
1869
Purus Wealth Management
California
$603K +$6.47K +144 +1%
MAG
1870
MRA Advisory Group
New Jersey
$603K -$56.8K -1,264 -9%
WAM
1871
Walker Asset Management
Missouri
$601K +$2.65K +59 +0.4%
CFG
1872
Carr Financial Group
Massachusetts
$600K -$147K -3,272 -20%
DTC
1873
Davidson Trust Company
Washington
$600K +$72.1K +1,605 +14%
EIM
1874
Essex Investment Management
Massachusetts
$599K -$7.95K -177 -1%
NAMP
1875
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$597K -$130K -2,900 -18%