2,828 hedge funds and large institutions have $104B invested in Verizon in 2022 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 991 increasing their positions, 1,399 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,828
Holders Change
+82
Holders Change %
+2.99%
% of All Funds
45.63%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
1.03%
New
293
Increased
991
Reduced
1,399
Closed
156
Calls
$1.51B
Puts
$1.62B
Net Calls
-$111M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Shares
Change %
RB
2001
Richmond Brothers
Michigan
$499K -$37.2K -945 -7%
PCP
2002
Proficio Capital Partners
Massachusetts
$498K +$141K +3,493 +39%
DTC
2003
Davidson Trust Company
Washington
$497K -$41.4K -1,050 -8%
SJIM
2004
St. Johns Investment Management
Florida
$497K -$58K -1,472 -10%
SP
2005
Successful Portfolios
Florida
$497K -$27.1K -688 -5%
KIG
2006
Kowal Investment Group
Wisconsin
$497K -$41.8K -1,062 -8%
NPF
2007
Norris Perne & French
Michigan
$495K +$91.1K +2,311 +23%
DBIA
2008
Dumont & Blake Investment Advisors
New Jersey
$493K -$107K -2,714 -18%
LL
2009
LWMG LLC
Minnesota
$491K +$491K +12,461 New
TWM
2010
Tradition Wealth Management
Minnesota
$489K -$41.4K -1,050 -8%
AWM
2011
Accel Wealth Management
Iowa
$488K -$20.9K -531 -4%
I2I
2012
Insight 2811 Inc
Illinois
$488K -$38.3K -972 -7%
SA
2013
Shilanski & Associates
Alaska
$487K +$487K +12,363 New
CIM
2014
CIM Investment Management
Pennsylvania
$486K +$486K +12,344 New
GAG
2015
GM Advisory Group
New York
$486K -$30.5K -775 -6%
NAS
2016
Nicolet Advisory Services
Wisconsin
$486K +$58.6K +1,422 +14%
EWA
2017
Encompass Wealth Advisors
Oregon
$486K +$1.73K +44 +0.4%
SPA
2018
Sherbrooke Park Advisers
New York
$485K +$485K +12,300 New
IWA
2019
Intercontinental Wealth Advisors
Texas
$483K -$18.8K -477 -4%
HL
2020
HeadInvest LLC
Maine
$483K -$35.9K -910 -7%
NICM
2021
Neo Ivy Capital Management
New York
$482K +$482K +12,222 New
BAM
2022
Brave Asset Management
New Jersey
$482K -$130K -3,303 -21%
VF
2023
Virtu Financial
New York
$481K -$1.65M -41,840 -77%
WA
2024
Wealth Architects
California
$480K -$36.1K -917 -7%
MAM
2025
Mystic Asset Management
Rhode Island
$480K -$54.5K -1,383 -10%