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 %
PPWP
1876
Proquility Private Wealth Partners
Nevada
$514K -$1.1M -29,074 -68%
CAS
1877
Coppell Advisory Solutions
Texas
$513K +$35.7K +947 +7%
FI
1878
Financial Insights
Washington
$513K -$78.7K -2,088 -13%
LAM
1879
L2 Asset Management
Massachusetts
$512K +$499K +13,229 +3,665%
CMI
1880
Clare Market Investments
Texas
$512K +$120K +3,190 +31%
MAM
1881
Meeder Asset Management
Ohio
$511K +$175K +4,629 +52%
CAM
1882
Costello Asset Management
Pennsylvania
$511K -$105K -2,775 -17%
SIM
1883
Stratos Investment Management
Ohio
$510K +$69K +1,830 +16%
RSA
1884
River Street Advisors
Illinois
$509K -$19.1K -506 -4%
BWM
1885
Baystate Wealth Management
Massachusetts
$508K +$6.98K +185 +1%
VCWA
1886
Vanguard Capital Wealth Advisors
Colorado
$508K -$24.1K -639 -5%
WCM
1887
Washington Capital Management
Washington
$506K -$101K -2,675 -17%
W
1888
Wealthquest
Ohio
$505K -$43.1K -1,144 -8%
KBG
1889
Kahn Brothers Group
New York
$505K +$23.3K +618 +5%
ACM
1890
Avalon Capital Management
California
$502K +$502K +13,322 New
ME
1891
McIlrath & Eck
Washington
$502K +$87.7K +2,325 +21%
SQA
1892
Simon Quick Advisors
New Jersey
$500K -$141K -3,736 -22%
DWMS
1893
Dominguez Wealth Management Solutions
Virginia
$499K +$7.65K +203 +2%
SFWC
1894
Strategic Family Wealth Counselors
New Jersey
$495K -$12.5K -332 -2%
MSWM
1895
McGlone Suttner Wealth Management
Wisconsin
$495K +$22K +584 +5%
CNBTD
1896
Citizens National Bank Trust Department
Mississippi
$494K -$99.8K -2,647 -17%
HP
1897
Hyperion Partners
Pennsylvania
$492K -$69.6K -1,847 -12%
LW
1898
Lauer Wealth
Indiana
$492K +$282K +13,027 +135%
OF
1899
Outfitter Financial
Maine
$491K -$487K -12,930 -50%
SMWM
1900
Silvia McColl Wealth Management
California
$490K