2,384 hedge funds and large institutions have $163B invested in Verizon in 2019 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,149 increasing their positions, 910 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,384
Holders Change
+21
Holders Change %
+0.89%
% of All Funds
51.68%
Holding in Top 10
219
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-16.09%
% of All Funds
4.75%
New
138
Increased
1,149
Reduced
910
Closed
87
Calls
$1.74B
Puts
$1.24B
Net Calls
+$498M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Shares
Change %
JC
2001
Jentner Corp
Ohio
$406K
LBD
2002
Landsberg Bennett & Dubbaneh
Florida
$404K -$24.4K -415 -6%
RAM
2003
Riggs Asset Management
Pennsylvania
$404K +$67.7K +1,146 +20%
BFG
2004
Barber Financial Group
Kansas
$403K -$69.4K -1,174 -15%
ECM
2005
Exchange Capital Management
Michigan
$402K -$1.39M -23,490 -78%
HCM
2006
Huber Capital Management
California
$402K
AAM
2007
Aureus Asset Management
Massachusetts
$401K +$11.3K +191 +3%
LC
2008
Lourd Capital
California
$397K -$1.69M -28,563 -81%
GD
2009
Grandfield & Dodd
New York
$397K
TCM
2010
Traynor Capital Management
Pennsylvania
$396K +$32.2K +545 +9%
PFA
2011
Pettinga Financial Advisors
Indiana
$396K +$59.9K +1,012 +18%
PWM
2012
Paulson Wealth Management
Illinois
$395K +$11.6K +197 +3%
Fiera Capital (Canada)
2013
Fiera Capital (Canada)
Quebec, Canada
$395K +$70.2K +1,188 +22%
HHGA
2014
Halbert Hargrove Global Advisors
California
$394K -$18.3K -309 -4%
HCMNY
2015
Howard Capital Management (New York)
New York
$392K -$12.1K -204 -3%
MA
2016
MONECO Advisors
Connecticut
$392K +$59.4K +1,004 +18%
VFP
2017
Verus Financial Partners
Virginia
$390K -$66.4K -1,122 -15%
AWM
2018
Aries Wealth Management
Maine
$388K +$51.7K +875 +15%
GAB
2019
German American Bancorp
Indiana
$385K +$20.1K +340 +6%
KP
2020
Keel Point
Alabama
$385K +$39.5K +668 +11%
WAS
2021
Winch Advisory Services
Wisconsin
$383K +$46.4K +785 +14%
AFA
2022
American Financial Advisors
Georgia
$382K -$2.13K -36 -0.6%
SFS
2023
Summit Financial Strategies
Ohio
$382K
GAM
2024
Gemmer Asset Management
California
$380K +$16.6K +281 +5%
KF
2025
Krilogy Financial
Missouri
$380K +$380K +6,435 New