2,867 hedge funds and large institutions have $109B invested in Verizon in 2024 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,231 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,867
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.8%
New
181
Increased
1,231
Reduced
1,219
Closed
117
Calls
$1.68B
Puts
$1.39B
Net Calls
+$289M
Net Calls Change
-$90.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IHL
1926
Investment House LLC
California
$518K +$73.5K +1,783 +17%
SAF
1927
Smith Anglin Financial
Texas
$518K +$4.33K +105 +0.8%
WDG
1928
Wealth Dimensions Group
Ohio
$518K +$2.02K +49 +0.4%
SFC
1929
Strategic Financial Concepts
Texas
$518K +$464K +139,249 +867%
CP
1930
Covenant Partners
Tennessee
$516K -$87.6K -2,125 -15%
SMWM
1931
Silvia McColl Wealth Management
California
$516K
WCM
1932
Washington Capital Management
Washington
$516K -$3.09K -75 -0.6%
AA
1933
Alta Advisers
United Kingdom
$516K +$53.6K +1,300 +12%
FPWM
1934
FSB Premier Wealth Management
Iowa
$515K +$7.22K +175 +1%
KNW
1935
Kesler Norman & Wride
Utah
$514K -$206 -5 -0%
KIC
1936
Kensington Investment Counsel
California
$513K -$8.95K -217 -2%
CA
1937
Cullinan Associates
Kentucky
$511K +$161K +3,900 +46%
SJIM
1938
St. Johns Investment Management
Florida
$511K +$3.18K +77 +0.6%
GWANC
1939
Guardian Wealth Advisors (North Carolina)
North Carolina
$510K -$36.7K -890 -7%
PWM
1940
Prentice Wealth Management
New York
$508K +$12.6K +305 +3%
BHIA
1941
Birch Hill Investment Advisors
Massachusetts
$508K
PAG
1942
Powers Advisory Group
Illinois
$507K +$4.74K +115 +0.9%
SRC
1943
Shufro Rose & Co
New York
$506K -$22.8K -552 -4%
EWA
1944
Encompass Wealth Advisors
Oregon
$505K +$94.4K +2,289 +23%
SFP
1945
Sweet Financial Partners
Minnesota
$505K -$7.22K -175 -1%
IWA
1946
IVC Wealth Advisors
Pennsylvania
$504K +$9.9K +240 +2%
AF
1947
Apexium Financial
Texas
$500K +$5.69K +138 +1%
LC
1948
LCNB Corp
Ohio
$499K +$11.8K +287 +2%
BIAS
1949
Beacon Investment Advisory Services
New Jersey
$499K +$120K +2,917 +32%
FAG
1950
Fortitude Advisory Group
Washington
$498K -$69.2K -1,679 -12%