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 %
9WM
1951
9258 Wealth Management
Ohio
$497K -$949 -23 -0.2%
FA
1952
Faithward Advisors
Pennsylvania
$496K +$4.21K +102 +0.9%
CA
1953
Cresta Advisors
Texas
$495K -$784 -19 -0.2%
RFA
1954
Resurgent Financial Advisors
Georgia
$495K -$66K -1,600 -12%
WAG
1955
Windsor Advisory Group
Ohio
$495K -$21.6K -524 -4%
MSWM
1956
McGlone Suttner Wealth Management
Wisconsin
$495K -$53.3K -1,414 -10%
OPCM
1957
Osborne Partners Capital Management
California
$494K +$150K +3,626 +43%
WP
1958
Westmount Partners
California
$493K -$7.64K -183 -2%
SFG
1959
Sowa Financial Group
Rhode Island
$492K +$47.3K +1,145 +11%
BOPW
1960
Brandywine Oak Private Wealth
Pennsylvania
$491K -$103K -2,497 -17%
AAP
1961
Arax Advisory Partners
Colorado
$490K +$139K +3,376 +40%
CHAM
1962
Clear Harbor Asset Management
Connecticut
$490K
OL
1963
Optas LLC
Texas
$490K +$26.4K +641 +6%
APW
1964
Aurora Private Wealth
New Jersey
$489K -$14.2K -343 -3%
TCM
1965
Tributary Capital Management
Nebraska
$489K -$22.6K -548 -4%
SCA
1966
SMH Capital Advisors
Texas
$487K -$25.8K -626 -5%
D
1967
Diversified
Delaware
$486K +$13.3K +322 +3%
DTC
1968
Davidson Trust Company
Washington
$485K -$110K -2,678 -19%
SFG
1969
Sovereign Financial Group
Connecticut
$483K +$3.75K +91 +0.8%
CL
1970
COWA LLC
Oklahoma
$483K -$12.7K -309 -3%
BA
1971
Bridgewater Advisors
New York
$482K +$482K +12,057 New
FFA
1972
First Foundation Advisors
California
$481K +$82.4K +1,999 +21%
CCM
1973
Chiron Capital Management
Florida
$481K -$606K -14,694 -56%
JPMIA
1974
J.P. Marvel Investment Advisors
Massachusetts
$479K
BFG
1975
Berger Financial Group
Minnesota
$477K -$10K -243 -2%