2,804 hedge funds and large institutions have $150B invested in Verizon in 2021 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 1,405 increasing their positions, 1,051 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,804
Holders Change
-24
Holders Change %
-0.85%
% of All Funds
48.95%
Holding in Top 10
87
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-17.14%
% of All Funds
1.52%
New
145
Increased
1,405
Reduced
1,051
Closed
136
Calls
$1.51B
Puts
$1.46B
Net Calls
+$51.6M
Net Calls Change
-$246M
Name Holding Trade Value Shares
Change
Shares
Change %
MLFP
2001
MPS Loria Financial Planners
Illinois
$721K -$13.5K -241 -2%
BCM
2002
Boltwood Capital Management
California
$720K -$74.2K -1,325 -9%
WCG
2003
Weaver Consulting Group
California
$715K +$26K +464 +4%
GIM
2004
Guild Investment Management
California
$713K -$171K -3,050 -19%
BOS
2005
Bingham Osborn & Scarborough
California
$713K +$197K +3,518 +38%
FWM
2006
Focused Wealth Management
New York
$712K +$69.2K +1,235 +11%
AMM
2007
American Money Management
California
$712K +$417K +7,445 +142%
OQS
2008
Occudo Quantitative Strategies
Florida
$711K +$711K +12,682 New
PIM
2009
Profit Investment Management
Maryland
$710K
CA
2010
Capital Advantage
California
$708K -$3.14K -56 -0.4%
HTHT
2011
Hemenway Trust Hemenway Trust
New Hampshire
$707K +$45.1K +805 +7%
BCM
2012
Becker Capital Management
Oregon
$706K +$16.6K +296 +2%
EWA
2013
Encompass Wealth Advisors
Oregon
$704K -$112K -2,000 -14%
NB
2014
Nicolet Bankshares
Wisconsin
$704K -$1.12K -20 -0.2%
RSWM
2015
Robertson Stephens Wealth Management
California
$704K +$7.72K +138 +1%
JCIA
2016
Jackson Creek Investment Advisors
Colorado
$703K -$2.41K -43 -0.3%
EWA
2017
ERTS Wealth Advisors
Michigan
$702K -$19K -339 -3%
GCC
2018
Game Creek Capital
Massachusetts
$700K -$27.5K -491 -4%
SIC
2019
Samalin Investment Counsel
New York
$700K -$8.35K -149 -1%
BS
2020
Bessemer Securities
New York
$700K
PFM
2021
Parsec Financial Management
North Carolina
$700K +$20.6K +368 +3%
MFG
2022
Magnus Financial Group
New York
$700K +$94.8K +1,691 +16%
CIM
2023
CIM Investment Management
Pennsylvania
$699K -$3.81K -68 -0.5%
GA
2024
Geller Advisors
New York
$696K +$5.83K +104 +0.8%
PWM
2025
Palumbo Wealth Management
New York
$694K +$26.7K +477 +4%