2,823 hedge funds and large institutions have $163B invested in Verizon in 2020 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 1,308 increasing their positions, 987 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,823
Holders Change
+207
Holders Change %
+7.91%
% of All Funds
50.09%
Holding in Top 10
131
Holding in Top 10 Change
-67
Holding in Top 10 Change %
-33.84%
% of All Funds
2.32%
New
330
Increased
1,308
Reduced
987
Closed
79
Calls
$1.38B
Puts
$1.39B
Net Calls
-$8.8M
Net Calls Change
-$398M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
2001
Becker Capital Management
Oregon
$759K +$135K +2,301 +22%
SWM
2002
Strategic Wealth Management
Washington
$758K -$2.94K -50 -0.4%
IRC
2003
Investors Research Corp
Georgia
$757K -$3.12K -53 -0.4%
NB
2004
Nicolet Bankshares
Wisconsin
$757K +$6.58K +112 +0.9%
SDWIA
2005
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$757K +$87.1K +1,481 +13%
TF
2006
Trek Financial
Arizona
$756K +$307K +5,230 +68%
GCM
2007
Gladius Capital Management
Illinois
$756K +$664K +11,287 +720%
SLWA
2008
San Luis Wealth Advisors
California
$756K +$756K +12,873 New
EWA
2009
ERTS Wealth Advisors
Michigan
$753K -$8.05K -137 -1%
S
2010
SimplyRich
California
$749K +$54.6K +929 +8%
MCM
2011
Monarch Capital Management
Indiana
$747K
PIM
2012
Profit Investment Management
Maryland
$744K -$884K -15,043 -54%
EAM
2013
Evanson Asset Management
California
$744K +$76.1K +1,296 +11%
PP
2014
Pegasus Partners
Wisconsin
$744K +$88.5K +1,507 +14%
MCA
2015
Mercer Capital Advisers
New Jersey
$743K
MG
2016
Mather Group
Illinois
$741K -$18.2K -310 -2%
LFA
2017
Legacy Financial Advisors
Kentucky
$738K +$41.2K +701 +6%
CBT
2018
Central Bank & Trust
Kentucky
$735K -$40K -680 -5%
PCP
2019
Proficio Capital Partners
Massachusetts
$734K +$35.4K +603 +5%
AIS
2020
AM Investment Strategies
Tennessee
$727K +$1.65K +28 +0.2%
DIP
2021
DT Investment Partners
Pennsylvania
$726K -$271K -4,618 -27%
BPCE
2022
Bank Pictet & Cie (Europe)
Germany
$726K +$726K +12,351 New
KC
2023
Kingfisher Capital
North Carolina
$725K +$2.58K +44 +0.4%
HTHT
2024
Hemenway Trust Hemenway Trust
New Hampshire
$725K +$108K +1,840 +18%
JCIA
2025
Jackson Creek Investment Advisors
Colorado
$723K -$138K -2,357 -16%