2,746 hedge funds and large institutions have $98.9B invested in Verizon in 2022 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 1,219 increasing their positions, 1,249 reducing their positions, and 278 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,746
Holders Change
-210
Holders Change %
-7.1%
% of All Funds
47.48%
Holding in Top 10
61
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-50%
% of All Funds
1.05%
New
110
Increased
1,219
Reduced
1,249
Closed
278
Calls
$1.39B
Puts
$1.2B
Net Calls
+$198M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
2001
Windsor Wealth Management
Indiana
$494K -$58.7K -1,594 -11%
AT
2002
Arvest Trust
Oklahoma
$494K +$312K +8,216 +172%
AIM
2003
Alhambra Investment Management
Florida
$493K +$9.92K +261 +2%
OC
2004
Oakworth Capital
Alabama
$492K +$6.79K +179 +1%
CCM
2005
Check Capital Management
California
$491K -$7.6K -200 -2%
PMA
2006
Prudent Man Advisors
Illinois
$491K +$155K +4,091 +46%
TT
2007
TI-Trust
Illinois
$490K -$12.2K -321 -2%
P
2008
&Partners
Tennessee
$488K -$83.8K -2,205 -15%
ICA
2009
Infrastructure Capital Advisors
New York
$488K -$78.8K -2,074 -14%
PWM
2010
Penobscot Wealth Management
Maine
$488K +$37.8K +997 +8%
FCAG
2011
First Capital Advisors Group
New Jersey
$488K +$74.5K +1,963 +18%
SIC
2012
SFE Investment Counsel
California
$487K -$27.9K -735 -5%
IWA
2013
Intercontinental Wealth Advisors
Texas
$484K +$5.47K +144 +1%
AA
2014
Aire Advisors
California
$483K -$171K -4,507 -26%
MPCG
2015
Matrix Private Capital Group
New York
$483K -$38.6K -1,018 -7%
FCIM
2016
Fairview Capital Investment Management
California
$483K -$1.75K -46 -0.4%
OWA
2017
Outlook Wealth Advisors
Texas
$483K +$5.54K +146 +1%
AAM
2018
Aureus Asset Management
Massachusetts
$482K
DPI
2019
Diversified Portfolios Inc
Michigan
$482K +$144K +3,791 +43%
MIM
2020
Meixler Investment Management
Arizona
$481K -$215K -5,671 -31%
SI
2021
Saxon Interests
Texas
$481K +$42.1K +1,068 +10%
SFWC
2022
Strategic Family Wealth Counselors
New Jersey
$479K -$6.04K -159 -1%
BA
2023
Ballast Advisors
Minnesota
$478K -$27.4K -722 -5%
DAM
2024
Doheny Asset Management
California
$478K +$478K +12,590 New
WC
2025
Westhampton Capital
North Carolina
$476K -$120K -3,150 -20%