2,593 hedge funds and large institutions have $83.2B invested in Verizon in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 1,015 increasing their positions, 1,285 reducing their positions, and 259 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,593
Holders Change
-154
Holders Change %
-5.61%
% of All Funds
41.34%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
134
Increased
1,015
Reduced
1,285
Closed
259
Calls
$1.36B
Puts
$1.33B
Net Calls
+$34.1M
Net Calls Change
-$279M
Name Holding Trade Value Shares
Change
Shares
Change %
CSI
1926
Cross Staff Investments
New York
$394K -$32.3K -996 -8%
KA
1927
Klingman & Associates
New York
$394K -$7K -216 -2%
EWA
1928
Encompass Wealth Advisors
Oregon
$393K -$21.2K -655 -5%
BIAS
1929
Beacon Investment Advisory Services
New Jersey
$393K -$12.2K -376 -3%
LAM
1930
L2 Asset Management
Massachusetts
$392K -$11.4M -10,511 -97%
CHAM
1931
Clear Harbor Asset Management
Connecticut
$392K
AIM
1932
Alhambra Investment Management
Florida
$392K -$454 -14 -0.1%
CA
1933
Cresta Advisors
Texas
$389K
WP
1934
Westmount Partners
California
$387K -$59.4K -1,832 -13%
WAL
1935
W Advisors LLC
Tennessee
$386K -$102K -3,148 -21%
MYIA
1936
Mount Yale Investment Advisors
Colorado
$385K -$451K -13,923 -54%
SFS
1937
Stiles Financial Services
Minnesota
$385K -$111K -3,412 -22%
CCWA
1938
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$385K +$19.9K +615 +5%
CAMV
1939
Concord Asset Management (Virginia)
Virginia
$385K +$126K +3,897 +49%
PAM
1940
Private Asset Management
California
$384K -$36.6K -1,128 -9%
RVPG
1941
Relative Value Partners Group
$383K +$150K +4,641 +65%
AO
1942
Advisor OS
Illinois
$381K -$685K -21,125 -64%
AWS
1943
Arkfeld Wealth Strategies
Nebraska
$380K -$17.5K -551 -4%
CIAS
1944
CFS Investment Advisory Services
New Jersey
$380K +$146K +4,508 +62%
SIM
1945
Stratos Investment Management
Ohio
$379K -$24.9K -768 -6%
PAG
1946
Powers Advisory Group
Illinois
$379K +$15.9K +491 +4%
AC
1947
Apella Capital
Connecticut
$378K -$40.7K -1,255 -10%
CFG
1948
Cooper Financial Group
California
$377K -$22.8K -705 -6%
ONSWM
1949
Old North State Wealth Management
North Carolina
$377K +$59.1K +1,821 +19%
C
1950
Certuity
Florida
$377K -$9.98K -308 -3%