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 %
ACA
1976
Atlas Capital Advisors
Wyoming
$508K +$228K +5,863 +81%
RFA
1977
Resurgent Financial Advisors
Georgia
$508K -$120K -3,084 -19%
ICG
1978
InterOcean Capital Group
Tennessee
$508K +$210K +5,396 +70%
PMA
1979
Prudent Man Advisors
Illinois
$507K -$3.42K -88 -0.7%
WTA
1980
Washington Trust Advisors
Massachusetts
$507K -$14.6K -375 -3%
DG
1981
DMC Group
Alabama
$504K +$65.7K +1,676 +15%
BAM
1982
Brave Asset Management
New Jersey
$503K +$28K +720 +6%
CIM
1983
CIM Investment Management
Pennsylvania
$503K +$23.1K +595 +5%
GFP
1984
Gryphon Financial Partners
Ohio
$503K -$40.3K -1,037 -7%
SA
1985
Shilanski & Associates
Alaska
$502K +$6.58K +164 +1%
FCIM
1986
Fairview Capital Investment Management
California
$502K +$7.27K +187 +1%
EWA
1987
Encompass Wealth Advisors
Oregon
$501K +$21.9K +564 +5%
AL
1988
Aspiriant LLC
California
$498K -$16.3K -418 -3%
TT
1989
TI-Trust
Illinois
$498K -$3.5K -90 -0.7%
WTFG
1990
Wells Trecaso Financial Group
Ohio
$497K -$3.7K -95 -0.7%
BFA
1991
BMS Financial Advisors
South Dakota
$497K +$158K +4,069 +47%
EFG
1992
Everhart Financial Group
Ohio
$497K +$54.1K +1,392 +12%
AP
1993
Advisors Preferred
Maryland
$496K -$84.4K -2,151 -15%
SP
1994
Successful Portfolios
Florida
$496K +$4.78K +123 +1%
TMWM
1995
Taylor & Morgan Wealth Management
Michigan
$494K -$104K -2,665 -17%
CYG
1996
Clean Yield Group
Vermont
$494K -$52.9K -1,361 -10%
MSWM
1997
McGlone Suttner Wealth Management
Wisconsin
$493K +$26.8K +689 +6%
VAM
1998
Verity Asset Management
North Carolina
$492K +$54.8K +1,409 +13%
KIA
1999
KLR Investment Advisors
Rhode Island
$491K +$161K +4,144 +49%
AWM
2000
AllSquare Wealth Management
New York
$491K +$62.2K +1,600 +15%