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 %
CNC
1926
Citizens & Northern Corp
Pennsylvania
$553K +$7.23K +186 +1%
JSL
1927
JT Stratford LLC
Georgia
$553K +$166K +4,263 +43%
CCIA
1928
Cherry Creek Investment Advisors
Colorado
$548K -$318K -8,181 -37%
BWM
1929
Baystate Wealth Management
Massachusetts
$547K +$3.35K +86 +0.6%
CW
1930
CIC Wealth
Maryland
$546K -$26.1K -672 -5%
MIA
1931
MMBG Investment Advisors
Florida
$545K
ORC
1932
O'Rourke & Company
Massachusetts
$545K +$5.57K +143 +1%
MCM
1933
Monarch Capital Management
Indiana
$544K +$87.1K +2,240 +19%
CA
1934
Capital Advantage
California
$543K +$17.4K +438 +3%
LA
1935
Latitude Advisors
Florida
$543K +$39.7K +1,022 +8%
KFA
1936
Kapstone Financial Advisors
Ohio
$543K
RWP
1937
RWA Wealth Partners
Massachusetts
$543K -$31.9K -820 -6%
GWCM
1938
Godshalk Welsh Capital Management
Pennsylvania
$541K -$7.78K -200 -1%
MAG
1939
MRA Advisory Group
New Jersey
$541K +$108K +2,781 +25%
SM
1940
Sciencast Management
New Jersey
$540K +$540K +14,404 New
CBA
1941
Coastal Bridge Advisors
Connecticut
$539K +$272 +7 +0.1%
BBNA
1942
Bremer Bank National Association
Minnesota
$539K -$101K -2,600 -16%
SWA
1943
Sax Wealth Advisors
New Jersey
$539K -$67.8K -1,743 -11%
AF
1944
Apexium Financial
Texas
$537K +$20.7K +532 +4%
LC
1945
LCNB Corp
Ohio
$536K -$17.9K -459 -3%
HCP
1946
Holt Capital Partners
Texas
$536K -$4.9K -126 -0.9%
DAC
1947
Dividend Assets Capital
South Carolina
$536K
RSA
1948
River Street Advisors
Illinois
$535K +$10.9K +281 +2%
GWANC
1949
Guardian Wealth Advisors (North Carolina)
North Carolina
$535K -$91.4K -2,350 -15%
DTC
1950
Davidson Trust Company
Washington
$534K +$43.1K +1,109 +9%