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 %
HP
1876
Hyperion Partners
Pennsylvania
$591K +$7.08K +182 +1%
AGP
1877
Autumn Glory Partners
Texas
$590K -$338K -8,700 -36%
CPWA
1878
Cerro Pacific Wealth Advisors
California
$590K +$139K +3,574 +31%
PCM
1879
Perkins Capital Management
Minnesota
$588K -$50.6K -1,300 -8%
1IA
1880
1620 Investment Advisors
Massachusetts
$587K +$5.21K +134 +0.9%
VHAM
1881
Van Hulzen Asset Management
California
$587K -$1.77M -45,577 -75%
FW
1882
FirstPurpose Wealth
Utah
$587K +$115K +2,946 +24%
EBT
1883
Enterprise Bank & Trust
Massachusetts
$587K -$52.5K -1,349 -8%
PA
1884
Prossimo Advisors
California
$586K -$3.27K -84 -0.6%
CA
1885
Calton & Associates
Florida
$586K -$589K -15,139 -50%
WAL
1886
W Advisors LLC
Tennessee
$585K -$6.11K -157 -1%
KOCAA
1887
Knights of Columbus Asset Advisors
Connecticut
$584K -$9.57K -246 -2%
CAS
1888
Coppell Advisory Solutions
Texas
$583K +$93.6K +2,421 +19%
CASC
1889
Coppell Advisory Solutions Corp
Texas
$583K +$93.6K +2,421 +19%
CFFP
1890
Center for Financial Planning
Michigan
$580K -$7.7K -198 -1%
PP
1891
Patron Partners
Texas
$579K +$86K +2,211 +17%
AIM
1892
Aspen Investment Management
Michigan
$578K -$39.6K -1,018 -6%
NO
1893
Ninety One
South Africa
$578K -$426K -10,949 -42%
MA
1894
MJP Associates
Connecticut
$577K +$18.5K +475 +3%
LFA
1895
LGT Financial Advisors
Texas
$577K +$320K +8,229 +124%
WA
1896
Waddell & Associates
Tennessee
$577K -$150K -3,846 -21%
PSCM
1897
Per Stirling Capital Management
Texas
$576K -$37.9K -975 -6%
UF
1898
Univest Financial
Pennsylvania
$575K +$186K +4,793 +48%
AAM
1899
Aureus Asset Management
Massachusetts
$573K -$110K -2,828 -16%
CW
1900
Channel Wealth
California
$573K +$573K +14,722 New