2,956 hedge funds and large institutions have $135B invested in Verizon in 2022 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 1,456 increasing their positions, 1,160 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,956
Holders Change
-50
Holders Change %
-1.66%
% of All Funds
49.98%
Holding in Top 10
122
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+28.42%
% of All Funds
2.06%
New
131
Increased
1,456
Reduced
1,160
Closed
137
Calls
$1.97B
Puts
$1.4B
Net Calls
+$568M
Net Calls Change
+$323M
Name Holding Trade Value Shares
Change
Shares
Change %
PI
2001
PEAK6 Investments
Illinois
$708K +$708K +19,026 New
SBL
2002
Sargent Bickham Lagudis
Colorado
$707K +$18.7K +369 +3%
MS
2003
Madden Securities
Texas
$703K +$5.23K +103 +0.7%
SIA
2004
Soltis Investment Advisors
Utah
$702K +$103K +2,029 +17%
WA
2005
Wealth Advisors
California
$700K +$38K +750 +6%
PP
2006
PDS Planning
Ohio
$700K +$63.6K +1,252 +10%
CBA
2007
Coastal Bridge Advisors
Connecticut
$700K +$101K +1,984 +17%
MPCG
2008
Matrix Private Capital Group
New York
$698K -$24.4K -481 -3%
AAM
2009
Augustine Asset Management
Florida
$697K -$45.8K -903 -6%
AMC
2010
Asset Management Corp
Illinois
$697K -$1.17K -23 -0.2%
AWM
2011
Accel Wealth Management
Iowa
$696K -$29.8K -584 -4%
NB
2012
Nicolet Bankshares
Wisconsin
$691K -$24.3K -479 -3%
BIG
2013
Boothe Investment Group
Delaware
$691K +$34K +659 +5%
Cohen & Steers
2014
Cohen & Steers
New York
$691K +$64.8K +1,277 +10%
FAM
2015
Flaharty Asset Management
Florida
$690K +$150K +2,949 +28%
SCI
2016
S&CO Inc
Massachusetts
$689K +$10K +198 +1%
PSB
2017
Piscataqua Savings Bank
New Hampshire
$688K -$48.2K -948 -7%
SIC
2018
SFE Investment Counsel
California
$688K -$42.9K -845 -6%
MAWCM
2019
Mine & Arao Wealth Creation & Management
California
$688K +$6.5K +128 +1%
SP
2020
Successful Portfolios
Florida
$687K -$5.43K -107 -0.8%
MA
2021
MJP Associates
Connecticut
$687K +$106K +2,085 +18%
GAG
2022
GM Advisory Group
New York
$686K +$480K +9,456 +233%
AIM
2023
Avity Investment Management
Connecticut
$684K -$25.4K -500 -4%
CMI
2024
Clare Market Investments
Texas
$680K -$138K -2,722 -17%
WTA
2025
Washington Trust Advisors
Massachusetts
$680K -$118K -2,328 -15%