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 %
GWANC
1976
Guardian Wealth Advisors (North Carolina)
North Carolina
$436K +$25.1K +666 +6%
SPIS
1977
Steward Partners Investment Solutions
Oregon
$436K +$436K +11,564 New
PAG
1978
Powers Advisory Group
Illinois
$435K -$5.5K -146 -1%
AF
1979
Arrow Financial
New York
$434K -$48.7K -1,293 -10%
DCM
1980
DGS Capital Management
New Jersey
$433K -$66.8K -1,772 -13%
AWM
1981
Aviso Wealth Management
Washington
$433K +$433K +11,476 New
MWM
1982
Mosley Wealth Management
California
$433K +$433K +11,475 New
CAGAS
1983
Capital Advisory Group Advisory Services
Minnesota
$432K +$59.2K +1,570 +16%
RC
1984
Reik & Co
New York
$432K -$55.4K -1,470 -11%
CGA
1985
Crescent Grove Advisors
Illinois
$430K -$7.43K -197 -2%
EWM
1986
Empirical Wealth Management
Washington
$430K +$49.1K +1,303 +13%
CCT
1987
Capital City Trust
Florida
$430K -$805K -21,346 -65%
GWS
1988
Glassman Wealth Services
Virginia
$429K +$3.02K +80 +0.7%
MFG
1989
Monte Financial Group
Connecticut
$429K -$4.9M -130,071 -92%
PFM
1990
Peak Financial Management
Massachusetts
$428K +$428K +11,350 New
MWM
1991
Mattern Wealth Management
Kansas
$428K +$71.6K +1,900 +20%
CT
1992
Clearstead Trust
Maine
$426K -$6.03K -160 -1%
CHP
1993
Cable Hill Partners
Oregon
$426K -$32.5K -819 -7%
IHL
1994
Investment House LLC
California
$425K +$1.89K +50 +0.4%
WHC
1995
Wulff, Hansen & Co
California
$424K -$54.7K -1,450 -11%
AAM
1996
Augustine Asset Management
Florida
$424K -$183K -4,847 -30%
BBI
1997
Baxter Bros Inc
Connecticut
$423K -$565 -15 -0.1%
PWM
1998
Prentice Wealth Management
New York
$422K +$6.45K +171 +2%
AA
1999
Alta Advisers
United Kingdom
$422K
PIA
2000
Pinion Investment Advisors
Kansas
$422K -$4K -106 -0.9%