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 %
PSB
1976
Piscataqua Savings Bank
New Hampshire
$461K -$106K -2,860 -19%
WTFG
1977
Wells Trecaso Financial Group
Ohio
$461K -$14.2K -383 -3%
CCP
1978
Cassia Capital Partners
North Carolina
$461K +$98.9K +2,659 +27%
WA
1979
Waddell & Associates
Tennessee
$460K -$91K -2,448 -17%
FNC
1980
First National Corp
Massachusetts
$460K -$399K -10,719 -46%
KA
1981
Klingman & Associates
New York
$460K +$20.3K +546 +5%
SA
1982
Shilanski & Associates
Alaska
$460K -$6.25K -168 -1%
CFG
1983
Cooper Financial Group
California
$459K +$16.7K +448 +4%
PCFFS
1984
Pacific Center for Financial Services
California
$459K +$4.24K +114 +0.9%
VFPW
1985
Vantage Financial Partners (Wisconsin)
Wisconsin
$459K -$2.05K -55 -0.4%
I2I
1986
Insight 2811 Inc
Illinois
$459K +$6.51K +175 +1%
NGA
1987
Naples Global Advisors
Florida
$458K -$141K -3,778 -23%
MWA
1988
Meridian Wealth Advisors
Texas
$458K -$181K -4,871 -28%
AAP
1989
Arax Advisory Partners
Colorado
$456K -$154K -4,141 -25%
CIA
1990
Cape Investment Advisory
Georgia
$456K +$31.2K +840 +7%
IAG
1991
Investmark Advisory Group
Connecticut
$455K +$21.3K +573 +5%
AMR
1992
Asset Management Resources
Massachusetts
$452K +$452K +12,166 New
NFA
1993
Northern Financial Advisors
Michigan
$452K +$151K +4,068 +50%
AP
1994
Advisors Preferred
Maryland
$451K -$20.6K -553 -4%
AIM
1995
Alhambra Investment Management
Florida
$450K +$5.36K +144 +1%
CHAM
1996
Clear Harbor Asset Management
Connecticut
$450K -$7.92K -213 -2%
CF
1997
Copperwynd Financial
Arizona
$450K +$32.5K +875 +8%
WA
1998
WBH Advisory
Maryland
$450K -$186K -4,992 -29%
OCM
1999
One Capital Management
California
$448K -$137K -3,687 -23%
TFCP
2000
Twin Focus Capital Partners
Massachusetts
$447K +$174K +4,671 +64%