2,828 hedge funds and large institutions have $157B invested in Verizon in 2021 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,452 increasing their positions, 1,036 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,828
Holders Change
+5
Holders Change %
+0.18%
% of All Funds
49.8%
Holding in Top 10
105
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-19.85%
% of All Funds
1.85%
New
158
Increased
1,452
Reduced
1,036
Closed
121
Calls
$1.72B
Puts
$1.43B
Net Calls
+$298M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Shares
Change %
GKWIM
2001
Gerber Kawasaki Wealth & Investment Management
California
$763K -$26.7K -460 -3%
MLFP
2002
MPS Loria Financial Planners
Illinois
$762K +$581 +10 +0.1%
BWM
2003
BCGM Wealth Management
Indiana
$762K +$77.6K +1,329 +11%
TC
2004
Trilogy Capital
California
$760K +$47.1K +810 +7%
GCC
2005
Game Creek Capital
Massachusetts
$755K -$480K -8,259 -39%
MFGM
2006
Marshall Financial Group (Maryland)
Maryland
$755K +$124K +2,135 +20%
TC
2007
Truvestments Capital
Florida
$754K +$211K +3,633 +39%
FMT
2008
First Mercantile Trust
Tennessee
$753K -$756K -12,997 -50%
MA
2009
MONECO Advisors
Connecticut
$753K +$235K +4,044 +45%
MG
2010
Mather Group
Illinois
$752K +$18.6K +320 +3%
EWA
2011
ERTS Wealth Advisors
Michigan
$749K +$3.72K +64 +0.5%
BWM
2012
Baystate Wealth Management
Massachusetts
$747K +$64.6K +1,111 +9%
SIC
2013
SFE Investment Counsel
California
$746K +$47.1K +810 +7%
GC
2014
Gilbert & Cook
Iowa
$745K +$62.5K +1,074 +9%
PCFFS
2015
Pacific Center for Financial Services
California
$742K -$10.9K -187 -1%
BFM
2016
Boston Financial Management
Massachusetts
$739K -$112K -1,920 -13%
AAM
2017
AMI Asset Management
California
$737K +$51.9K +892 +8%
CA
2018
Capital Advantage
California
$737K +$53.2K +916 +8%
PIM
2019
Profit Investment Management
Maryland
$736K
WCM
2020
Weik Capital Management
Pennsylvania
$736K +$536K +9,215 +268%
IFS
2021
Ifrah Financial Services
Arkansas
$734K -$159K -2,727 -18%
SIC
2022
Samalin Investment Counsel
New York
$734K +$20.1K +346 +3%
WAOI
2023
Wealth Advisors of Iowa
Iowa
$733K +$522K +8,976 +247%
NB
2024
Nicolet Bankshares
Wisconsin
$732K -$17.4K -299 -2%
JCIA
2025
Jackson Creek Investment Advisors
Colorado
$732K +$16K +275 +2%