2,772 hedge funds and large institutions have $144B invested in Verizon in 2021 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 1,345 increasing their positions, 1,089 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,772
Holders Change
-32
Holders Change %
-1.14%
% of All Funds
48.68%
Holding in Top 10
92
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.75%
% of All Funds
1.62%
New
119
Increased
1,345
Reduced
1,089
Closed
109
Calls
$1.92B
Puts
$1.93B
Net Calls
-$13.6M
Net Calls Change
-$65.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
2001
Encompass Wealth Advisors
Oregon
$678K
EWA
2002
ERTS Wealth Advisors
Michigan
$677K
MFG
2003
Magnus Financial Group
New York
$677K +$2.65K +49 +0.4%
SIC
2004
Samalin Investment Counsel
New York
$675K
HIP
2005
HUB Investment Partners
Texas
$673K -$1.69M -31,284 -72%
MCM
2006
Monarch Capital Management
Indiana
$671K +$39K +722 +6%
CAM
2007
Cozad Asset Management
Illinois
$670K -$49.8K -921 -7%
CIM
2008
CIM Investment Management
Pennsylvania
$670K -$3.94K -73 -0.6%
MG
2009
Mather Group
Illinois
$669K -$59K -1,092 -8%
AAM
2010
Aureus Asset Management
Massachusetts
$667K -$235K -4,360 -26%
GIM
2011
Guild Investment Management
California
$665K -$22.1K -410 -3%
FA
2012
Fermata Advisors
California
$665K +$16.8K +311 +3%
ECG
2013
Edge Capital Group
Georgia
$663K +$98.9K +1,833 +18%
F
2014
F3Logic
Minnesota
$659K +$145K +2,691 +28%
BAM
2015
Boyar Asset Management
New York
$657K -$9.73K -180 -1%
Cohen & Steers
2016
Cohen & Steers
New York
$656K
BA
2017
Ballast Advisors
Minnesota
$656K +$378 +7 +0.1%
KFA
2018
Krane Funds Advisors
New York
$655K -$9.78K -181 -1%
HTHT
2019
Hemenway Trust Hemenway Trust
New Hampshire
$649K -$32.3K -598 -5%
AWM
2020
Affinity Wealth Management
Delaware
$649K -$1.03K -19 -0.2%
NME
2021
Notis-McConarty Edward
$649K +$1.95K +36 +0.3%
RSWM
2022
Robertson Stephens Wealth Management
California
$646K -$33K -612 -5%
DPI
2023
Diversified Portfolios Inc
Michigan
$646K +$324 +6 +0.1%
TCM
2024
Tradewinds Capital Management
Washington
$645K -$6.53K -121 -1%
IRC
2025
Investors Research Corp
Georgia
$642K -$3.19K -59 -0.5%