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 %
SFP
1951
Sweet Financial Partners
Minnesota
$460K -$12.1K -320 -3%
AO
1952
Advisor OS
Illinois
$458K +$15K +398 +3%
PMA
1953
Prudent Man Advisors
Illinois
$458K -$25.8K -685 -5%
AL
1954
Aspiriant LLC
California
$458K -$88.9K -2,357 -16%
CHAM
1955
Clear Harbor Asset Management
Connecticut
$457K +$1.62K +43 +0.4%
EWA
1956
Encompass Wealth Advisors
Oregon
$457K -$943 -25 -0.2%
I2I
1957
Insight 2811 Inc
Illinois
$456K -$50.1K -1,329 -10%
MWM
1958
Modern Wealth Management
Kansas
$456K +$456K +12,091 New
BCM
1959
BluePath Capital Management
Georgia
$454K +$162K +4,146 +56%
CA
1960
Cresta Advisors
Texas
$453K
WAG
1961
Windsor Advisory Group
Ohio
$452K -$315K -8,343 -41%
CL
1962
COWA LLC
Oklahoma
$452K -$156K -4,127 -26%
CSI
1963
Cross Staff Investments
New York
$450K -$9.24K -245 -2%
AMR
1964
Asset Management Resources
Massachusetts
$449K -$83.9K -2,226 -16%
KWM
1965
Kolinsky Wealth Management
New Jersey
$449K +$70.1K +1,859 +18%
SFC
1966
Sprinkle Financial Consultants
Colorado
$449K +$449K +11,900 New
PP
1967
Pingora Partners
Wyoming
$448K +$448K +11,872 New
LC
1968
LCNB Corp
Ohio
$447K -$14.6K -388 -3%
WTFG
1969
Wells Trecaso Financial Group
Ohio
$446K -$13.4K -356 -3%
RSWM
1970
Robertson Stephens Wealth Management
California
$438K +$35.9K +952 +9%
CFG
1971
Cooper Financial Group
California
$438K -$1.36K -36 -0.3%
VFPI
1972
Vantage Financial Partners (Illinois)
Illinois
$437K -$102K -2,700 -19%
SJIM
1973
St. Johns Investment Management
Florida
$437K -$35.3K -935 -7%
FFA
1974
First Foundation Advisors
California
$437K -$376K -9,969 -46%
AGA
1975
Accuvest Global Advisors
Utah
$437K -$161K -4,268 -27%