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 %
DS
1901
DRW Securities
Illinois
$490K +$29.4K +779 +6%
PFA
1902
Pure Financial Advisors
California
$488K +$488K +12,937 New
GA
1903
Geller Advisors
New York
$488K -$10.1K -269 -2%
RFA
1904
Resurgent Financial Advisors
Georgia
$488K -$97K -2,573 -17%
HT
1905
Heritage Trust
Oklahoma
$487K -$2K -53 -0.4%
PP
1906
PDS Planning
Ohio
$487K +$74.9K +1,986 +18%
WAM
1907
Walker Asset Management
Missouri
$486K +$224K +5,931 +85%
FIC
1908
FCG Investment Company
Tennessee
$485K +$485K +12,870 New
DG
1909
DMC Group
Alabama
$484K -$80K -2,122 -14%
BHIA
1910
Birch Hill Investment Advisors
Massachusetts
$484K +$867 +23 +0.2%
SIS
1911
Sound Income Strategies
Florida
$484K +$150K +3,987 +45%
NRG
1912
Nemes Rush Group
Michigan
$484K -$95K -2,519 -16%
WIA
1913
World Investment Advisors
California
$483K +$132K +3,501 +38%
VFPW
1914
Vantage Financial Partners (Wisconsin)
Wisconsin
$482K +$9.09K +241 +2%
LGWM
1915
Litman Gregory Wealth Management
California
$482K -$211K -5,604 -30%
CAMV
1916
Concord Asset Management (Virginia)
Virginia
$481K +$33.4K +885 +7%
KA
1917
Klingman & Associates
New York
$481K +$22.8K +604 +5%
HGERS
1918
Householder Group Estate & Retirement Specialist
Arizona
$480K -$34.9K -928 -7%
FCIM
1919
Fairview Capital Investment Management
California
$479K
CIM
1920
CIM Investment Management
Pennsylvania
$478K
WMP
1921
Wealth Management Partners
Arizona
$478K -$37.5K -995 -7%
WA
1922
Wealth Architects
California
$478K -$48.4K -1,283 -9%
LWA
1923
Lantern Wealth Advisors
New York
$477K +$477K +12,646 New
TT
1924
TI-Trust
Illinois
$476K
TCM
1925
Tributary Capital Management
Nebraska
$475K -$15.1K -400 -3%