2,843 hedge funds and large institutions have $110B invested in Verizon in 2024 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 1,238 increasing their positions, 1,207 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,843
Holders Change
+35
Holders Change %
+1.25%
% of All Funds
41.21%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
202
Increased
1,238
Reduced
1,207
Closed
133
Calls
$2.03B
Puts
$1.66B
Net Calls
+$379M
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1976
Congress Wealth Management
Massachusetts
$465K -$952K -22,694 -67%
PSB
1977
Piscataqua Savings Bank
New Hampshire
$464K -$797 -19 -0.2%
ALAM
1978
Asahi Life Asset Management
Japan
$463K -$360K -8,580 -44%
RGC
1979
Roberts, Glore & Co
Illinois
$462K -$5.5K -131 -1%
NEWAS
1980
N.E.W. Advisory Services
Wisconsin
$461K +$40.2K +959 +10%
OL
1981
OneFund LLC
Florida
$461K -$9.01K -213 -2%
BIA
1982
Bigelow Investment Advisors
Maine
$461K -$168K -3,993 -27%
AAM
1983
Augustine Asset Management
Florida
$461K -$10.9K -260 -2%
BAM
1984
Boyar Asset Management
New York
$459K +$27.5K +655 +6%
OWA
1985
One Wealth Advisors
California
$459K -$3.48K -83 -0.8%
BBI
1986
Baxter Bros Inc
Connecticut
$458K -$12.4K -296 -3%
BWM
1987
BCS Wealth Management
Tennessee
$457K +$22.5K +536 +5%
PGAM
1988
Princeton Global Asset Management
New Jersey
$456K -$3.99K -95 -0.9%
SPIS
1989
Steward Partners Investment Solutions
Oregon
$455K -$30.4K -725 -6%
Q
1990
QVR
California
$454K +$454K +10,830 New
Cohen & Steers
1991
Cohen & Steers
New York
$454K -$2.89K -69 -0.6%
SN
1992
Sittner & Nelson
Oregon
$454K -$209K -4,974 -32%
DWM
1993
Drive Wealth Management
Utah
$453K -$9.48K -226 -2%
IHL
1994
Investment House LLC
California
$452K -$21K -500 -4%
MPAM
1995
Murphy Pohlad Asset Management
Minnesota
$452K +$3.11K +74 +0.7%
OFS
1996
Oldfather Financial Services
Nebraska
$452K
CCWA
1997
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$450K -$220K -5,245 -33%
Fidelity International
1998
Fidelity International
Bermuda
$450K +$98.1K +2,337 +28%
V
1999
ViaWealth
Kansas
$450K -$482K -11,480 -52%
NRI
2000
NFP Retirement Inc
California
$450K +$14.9K +355 +3%