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 %
WA
1951
Wealth Architects
California
$531K +$56.9K +1,463 +12%
DLG
1952
Daniel L. Goodwin
$531K
DWMS
1953
Dominguez Wealth Management Solutions
Virginia
$530K +$71.4K +1,836 +16%
VCWA
1954
Vanguard Capital Wealth Advisors
Colorado
$527K -$25.1K -645 -5%
GA
1955
Geller Advisors
New York
$526K +$101K +2,604 +24%
SRC
1956
Shufro Rose & Co
New York
$526K +$194K +4,988 +59%
TCM
1957
Tributary Capital Management
Nebraska
$525K -$13.6K -350 -3%
WP
1958
Westmount Partners
California
$525K -$13.5K -347 -3%
PWM
1959
Palumbo Wealth Management
New York
$525K -$23.6K -606 -4%
NAS
1960
Nicolet Advisory Services
Wisconsin
$524K +$58.2K +1,475 +12%
CSI
1961
Cross Staff Investments
New York
$523K +$544 +14 +0.1%
LL
1962
LWMG LLC
Minnesota
$522K +$37.9K +974 +8%
KIC
1963
Kensington Investment Counsel
California
$522K -$208K -5,358 -29%
MCM
1964
McKinley Capital Management
Alaska
$520K -$4.43K -114 -0.8%
TL
1965
Tradewinds LLC
North Carolina
$520K +$520K +13,380 New
SIC
1966
Samalin Investment Counsel
New York
$518K -$18K -463 -3%
WWM
1967
Windsor Wealth Management
Indiana
$518K +$20.7K +526 +4%
KBG
1968
Kahn Brothers Group
New York
$517K -$25.3K -650 -5%
SMWM
1969
Silvia McColl Wealth Management
California
$516K +$4.9K +126 +1%
SJIM
1970
St. Johns Investment Management
Florida
$516K +$24.9K +641 +5%
PFBT
1971
Parkside Financial Bank & Trust
Missouri
$513K +$63K +1,619 +14%
DAM
1972
Derbend Asset Management
Georgia
$512K +$6.61K +170 +1%
NFC
1973
Northeast Financial Consultants
Connecticut
$511K -$7.86K -202 -2%
GAA
1974
Global Assets Advisory
Florida
$509K -$30.1K -780 -6%
PWAG
1975
Polaris Wealth Advisory Group
California
$509K -$13M -335,265 -96%