2,883 hedge funds and large institutions have $117B invested in Verizon in 2024 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 1,243 increasing their positions, 1,219 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,883
Holders Change
+16
Holders Change %
+0.56%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.8%
New
186
Increased
1,243
Reduced
1,219
Closed
139
Calls
$2.1B
Puts
$2.04B
Net Calls
+$53.6M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Shares
Change %
CCWA
1926
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$561K +$105K +2,332 +23%
QCIG
1927
Quad-Cities Investment Group
Iowa
$561K -$6.74K -150 -1%
CRWM
1928
Castle Rock Wealth Management
California
$561K -$179K -4,068 -24%
RSWM
1929
Robertson Stephens Wealth Management
California
$560K -$119K -2,647 -17%
KA
1930
Kooman & Associates
Pennsylvania
$560K -$9.48K -211 -2%
BBW
1931
Blue Barn Wealth
Utah
$559K +$127K +2,838 +30%
FPWM
1932
FSB Premier Wealth Management
Iowa
$557K -$3.05K -68 -0.5%
PAG
1933
Powers Advisory Group
Illinois
$557K +$5.79K +129 +1%
VAM
1934
Verity Asset Management
North Carolina
$557K +$113K +2,522 +26%
SFWC
1935
Strategic Family Wealth Counselors
New Jersey
$556K +$70.5K +1,569 +14%
AGA
1936
Accuvest Global Advisors
Utah
$556K -$171K -2,572 -23%
BAAM
1937
Baker Avenue Asset Management
California
$556K +$169K +3,772 +44%
IHL
1938
Investment House LLC
California
$555K -$8.98K -200 -2%
CIM
1939
CIM Investment Management
Pennsylvania
$551K -$14.3K -318 -3%
ME
1940
McIlrath & Eck
Washington
$550K +$75.4K +1,680 +16%
TFG
1941
Tilson Financial Group
New Jersey
$547K +$237K +5,269 +76%
BFG
1942
Berger Financial Group
Minnesota
$546K +$26.3K +585 +5%
SFP
1943
Sweet Financial Partners
Minnesota
$544K -$6.24K -139 -1%
EAM
1944
Empirical Asset Management
Massachusetts
$543K -$29.9K -666 -5%
WA
1945
Wealth Architects
California
$543K -$26.3K -585 -5%
AF
1946
Apexium Financial
Texas
$542K -$2.25K -50 -0.4%
BFAG
1947
Blackston Financial Advisory Group
Florida
$541K +$24.8K +552 +5%
CA
1948
Cresta Advisors
Texas
$540K
PJSIMP
1949
P.J. Schmidt Investment Management (PJS)
Wisconsin
$539K -$27.4K -610 -5%
EC
1950
EntryPoint Capital
New York
$539K +$539K +11,993 New