2,563 hedge funds and large institutions have $148B invested in Verizon in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 1,261 increasing their positions, 1,009 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,563
Holders Change
-46
Holders Change %
-1.76%
% of All Funds
56.62%
Holding in Top 10
260
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+35.42%
% of All Funds
5.74%
New
130
Increased
1,261
Reduced
1,009
Closed
142
Calls
$1.18B
Puts
$1.02B
Net Calls
+$164M
Net Calls Change
+$98.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PWAG
2001
Polaris Wealth Advisory Group
California
$550K +$108K +2,012 +24%
RPC
2002
Rossmore Private Capital
Connecticut
$550K +$151K +2,817 +38%
TC
2003
Truvestments Capital
Florida
$549K -$699K -13,003 -56%
SG
2004
Swarthmore Group
Pennsylvania
$548K -$6.21M -115,550 -92%
DCM
2005
Dimension Capital Management
Florida
$548K +$30.6K +569 +6%
TI
2006
Tidal Investments
Wisconsin
$548K +$73.3K +1,365 +15%
ACP
2007
Aveo Capital Partners
Colorado
$547K -$31.7K -590 -5%
MLFP
2008
MPS Loria Financial Planners
Illinois
$547K -$11.4K -213 -2%
1W
2009
1776 Wealth
Georgia
$547K +$278K +4,849 +104%
CCFM
2010
Clear Creek Financial Management
Washington
$546K +$268K +4,613 +96%
GBBWRPM
2011
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$545K +$4.46K +83 +0.8%
AWM
2012
Atticus Wealth Management
Florida
$544K +$48.8K +908 +10%
PCTC
2013
Perkins Coie Trust Company
Washington
$543K +$3.01K +56 +0.6%
PFM
2014
Peak Financial Management
Massachusetts
$541K +$25.5K +475 +5%
DW
2015
Domani Wealth
Pennsylvania
$540K +$138K +2,567 +34%
BFC
2016
Blue Fin Capital
Rhode Island
$539K -$24.8K -462 -4%
KWA
2017
KCS Wealth Advisory
California
$539K -$14.3K -266 -3%
BI
2018
Ballast Inc
Kentucky
$538K +$79.1K +1,472 +17%
TC
2019
Trilogy Capital
California
$536K -$259K -4,485 -33%
HIM
2020
Hotaling Investment Management
Pennsylvania
$536K -$1.34K -25 -0.3%
PFC
2021
Phocas Financial Corp
California
$536K
PCFFS
2022
Pacific Center for Financial Services
California
$535K +$87.9K +1,635 +20%
AF
2023
Affiance Financial
Minnesota
$533K -$141K -2,621 -21%
MFW
2024
Meristem Family Wealth
Minnesota
$532K +$28.5K +531 +6%
PGAM
2025
Princeton Global Asset Management
New Jersey
$530K +$21.2K +395 +4%