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 %
FSCM
1926
Front Street Capital Management
Montana
$475K +$6.67K +177 +1%
PWM
1927
PBMares Wealth Management
Virginia
$475K +$75.9K +2,013 +19%
AWS
1928
Arkfeld Wealth Strategies
Nebraska
$475K +$7.14K +183 +2%
SCA
1929
SMH Capital Advisors
Texas
$474K -$6.26K -166 -1%
AC
1930
Apella Capital
Connecticut
$473K +$13.7K +348 +3%
NAG
1931
Northstar Advisory Group
New Jersey
$472K +$84.6K +2,245 +22%
DBIA
1932
Dumont & Blake Investment Advisors
New Jersey
$471K -$41K -1,088 -8%
APW
1933
Aurora Private Wealth
New Jersey
$470K +$41K +1,088 +10%
WDG
1934
Wealth Dimensions Group
Ohio
$470K -$6.07K -161 -1%
CCP
1935
Cassia Capital Partners
North Carolina
$470K -$7.13K -189 -1%
BBNA
1936
Bremer Bank National Association
Minnesota
$470K -$27.4K -728 -6%
WP
1937
Westmount Partners
California
$469K +$19.5K +516 +4%
NG
1938
Northstar Group
New York
$469K -$471K -12,497 -50%
SA
1939
Shilanski & Associates
Alaska
$469K -$7.01K -186 -1%
SCM
1940
Stonehearth Capital Management
Massachusetts
$468K +$32.6K +865 +7%
SGCA
1941
Steel Grove Capital Advisors
Tennessee
$468K -$1.62M -43,026 -78%
SCI
1942
Silver Coast Investments
United States
$467K +$467K +12,387 New
BAM
1943
BOS Asset Management
Illinois
$465K -$110K -2,915 -19%
CF
1944
Copperwynd Financial
Arizona
$464K -$13.9K -369 -3%
MA
1945
MCF Advisors
Kentucky
$463K -$52K -1,379 -10%
S
1946
Sunpointe
Missouri
$463K +$463K +12,287 New
WBCM
1947
Wilson & Boucher Capital Management
California
$463K -$75.6K -2,005 -14%
FPWM
1948
FSB Premier Wealth Management
Iowa
$461K +$1.96K +52 +0.4%
SMH
1949
Sanders Morris Harris
Texas
$461K -$540K -13,471 -54%
LGA
1950
Lebenthal Global Advisors
New York
$460K -$37.4K -993 -8%