2,616 hedge funds and large institutions have $163B invested in Verizon in 2020 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 1,222 increasing their positions, 1,070 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,616
Holders Change
+5
Holders Change %
+0.19%
% of All Funds
52.92%
Holding in Top 10
198
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.88%
% of All Funds
4.01%
New
113
Increased
1,222
Reduced
1,070
Closed
82
Calls
$1.41B
Puts
$1.02B
Net Calls
+$389M
Net Calls Change
+$303M
Name Holding Trade Value Shares
Change
Shares
Change %
HTHT
2001
Hemenway Trust Hemenway Trust
New Hampshire
$625K +$31.9K +536 +5%
FAT
2002
First American Trust
California
$623K -$41.3K -693 -6%
SAA
2003
Southeast Asset Advisors
Georgia
$622K +$1.37K +23 +0.2%
AMC
2004
Asset Management Corp
Illinois
$622K +$1.72K +29 +0.3%
EWM
2005
Endurance Wealth Management
Rhode Island
$619K +$58.3K +980 +10%
AWA
2006
Acorn Wealth Advisors
Michigan
$618K -$31.9K -536 -5%
SWM
2007
Selective Wealth Management
Virginia
$617K -$1.55K -26 -0.2%
HIM
2008
Hotaling Investment Management
Pennsylvania
$616K -$11.7K -197 -2%
T
2009
TRUADVICE
Florida
$616K +$616K +10,334 New
PA
2010
PSI Advisors
Florida
$614K -$205K -3,450 -25%
SCM
2011
SOL Capital Management
Maryland
$614K
BCM
2012
Buckhead Capital Management
Georgia
$611K +$44.6K +750 +8%
OFW
2013
Omnia Family Wealth
Florida
$608K +$6.73K +113 +1%
NWS
2014
Newport Wealth Strategies
California
$608K +$23.8K +400 +4%
OWP
2015
Obermeyer Wealth Partners
Colorado
$608K +$218K +3,664 +56%
BCM
2016
Bienville Capital Management
New York
$607K +$387K +6,500 +176%
FCFC
2017
First Citizens Financial Corp
Iowa
$606K -$36.1K -607 -6%
HAS
2018
HBW Advisory Services
California
$604K +$333K +5,599 +123%
JF
2019
JSF Financial
California
$603K +$36.2K +609 +6%
BI
2020
Ballast Inc
Kentucky
$601K -$8.8K -148 -1%
ATFA
2021
All Terrain Financial Advisors
Minnesota
$601K +$11.9K +200 +2%
TCWM
2022
Total Clarity Wealth Management
Illinois
$599K +$33.1K +557 +6%
GC
2023
Gilbert & Cook
Iowa
$597K +$39.6K +666 +7%
JLBC
2024
J.L. Bainbridge & Co
Florida
$596K +$10.7K +179 +2%
EIA
2025
Eldridge Investment Advisors
New Hampshire
$595K -$12.7K -214 -2%