2,747 hedge funds and large institutions have $97.4B invested in Verizon in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,116 increasing their positions, 1,300 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,747
Holders Change
-64
Holders Change %
-2.28%
% of All Funds
43.32%
Holding in Top 10
41
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-30.51%
% of All Funds
0.65%
New
139
Increased
1,116
Reduced
1,300
Closed
176
Calls
$1.62B
Puts
$1.31B
Net Calls
+$313M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
1951
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$480K -$99.3K -2,670 -17%
RRA
1952
Round Rock Advisors
Connecticut
$479K -$106K -2,860 -18%
APG
1953
Abacus Planning Group
South Carolina
$478K -$389K -10,471 -45%
VAM
1954
Verity Asset Management
North Carolina
$478K +$6.73K +181 +1%
PMA
1955
Prudent Man Advisors
Illinois
$477K -$7.85K -211 -2%
TT
1956
TI-Trust
Illinois
$476K
CCIA
1957
Cherry Creek Investment Advisors
Colorado
$476K -$47.6K -1,281 -9%
EWA
1958
Encompass Wealth Advisors
Oregon
$476K -$3.46K -93 -0.7%
AF
1959
Apexium Financial
Texas
$473K -$40.6K -1,092 -8%
FCIM
1960
Fairview Capital Investment Management
California
$472K -$7.88K -212 -2%
MJRIC
1961
Mogy Joel R Investment Counsel
California
$472K -$73.5K -1,976 -13%
FNB
1962
Farmers National Bank
Kentucky
$472K +$211K +5,680 +81%
WA
1963
Wealth Architects
California
$471K -$36.7K -988 -7%
SI
1964
Saxon Interests
Texas
$471K +$2.34K +63 +0.5%
FPWM
1965
FSB Premier Wealth Management
Iowa
$471K +$6.1K +164 +1%
HCM
1966
Highlander Capital Management
New Jersey
$469K +$37.2K +1,001 +9%
BWM
1967
Baystate Wealth Management
Massachusetts
$469K -$54.4K -1,462 -10%
W
1968
WealthOne
New York
$467K +$22.7K +610 +5%
BIG
1969
Boothe Investment Group
Delaware
$466K +$66.7K +1,796 +17%
BIAS
1970
Beacon Investment Advisory Services
New Jersey
$465K -$385K -10,359 -45%
SIM
1971
Stratos Investment Management
Ohio
$463K -$3.42M -91,917 -88%
MAWAG
1972
Mid-American Wealth Advisory Group
Missouri
$462K +$462K +13,265 New
PWM
1973
PBMares Wealth Management
Virginia
$462K +$3.2K +86 +0.7%
BFG
1974
Bouchey Financial Group
New York
$462K +$77.2K +2,076 +20%
SI
1975
Symmetry Investments
Jersey
$462K +$135K +3,623 +41%