2,747 hedge funds and large institutions have $97.4B invested in Verizon in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,116 increasing their positions, 1,300 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,747
Holders Change
-64
Holders Change %
-2.28%
% of All Funds
43.32%
Holding in Top 10
41
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-30.51%
% of All Funds
0.65%
New
139
Increased
1,116
Reduced
1,300
Closed
176
Calls
$1.62B
Puts
$1.31B
Net Calls
+$313M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
1876
Canal Capital Management
Virginia
$542K +$186 +5 +0%
WTA
1877
Washington Trust Advisors
Massachusetts
$541K +$56.8K +1,526 +12%
1IA
1878
1620 Investment Advisors
Massachusetts
$541K -$20.8K -559 -4%
KC
1879
Kenfarb & Co
Kentucky
$540K
AIM
1880
Aspen Investment Management
Michigan
$538K -$14.2K -382 -3%
KOCAA
1881
Knights of Columbus Asset Advisors
Connecticut
$537K -$21.2K -571 -4%
DG
1882
DMC Group
Alabama
$536K +$58.1K +1,562 +12%
HWM
1883
HFR Wealth Management
New York
$535K
LGA
1884
Lebenthal Global Advisors
New York
$532K -$46.7K -1,255 -8%
ORC
1885
O'Rourke & Company
Massachusetts
$531K +$10.4K +279 +2%
FSCM
1886
Front Street Capital Management
Montana
$530K -$134K -3,610 -20%
DBIA
1887
Dumont & Blake Investment Advisors
New Jersey
$528K -$12.2K -329 -2%
CNC
1888
Citizens & Northern Corp
Pennsylvania
$528K -$1.3K -35 -0.2%
AAM
1889
Aureus Asset Management
Massachusetts
$528K -$20.4K -548 -4%
HIP
1890
HUB Investment Partners
Texas
$527K +$213K +5,718 +68%
AGA
1891
Accuvest Global Advisors
Utah
$525K +$89.2K +2,397 +20%
PWM
1892
Purus Wealth Management
California
$525K -$10.2K -275 -2%
GWANC
1893
Guardian Wealth Advisors (North Carolina)
North Carolina
$522K +$10.5K +283 +2%
KP
1894
Keel Point
Alabama
$520K -$25.3K -680 -5%
NAS
1895
Nicolet Advisory Services
Wisconsin
$520K +$26.6K +717 +5%
SF
1896
Slagle Financial
Illinois
$518K +$518K +13,933 New
SJIM
1897
St. Johns Investment Management
Florida
$518K +$25K +671 +5%
MIA
1898
MMBG Investment Advisors
Florida
$516K
DWMS
1899
Dominguez Wealth Management Solutions
Virginia
$515K +$7.7K +207 +2%
CBA
1900
Coastal Bridge Advisors
Connecticut
$514K -$2.19K -59 -0.4%