2,811 hedge funds and large institutions have $103B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 1,428 increasing their positions, 1,012 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,811
Holders Change
-17
Holders Change %
-0.6%
% of All Funds
44.99%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
182
Increased
1,428
Reduced
1,012
Closed
136
Calls
$1.37B
Puts
$1.39B
Net Calls
-$20.9M
Net Calls Change
+$90.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PG
2001
Proffitt & Goodson
Tennessee
$490K +$122K +3,145 +33%
SI
2002
Saxon Interests
Texas
$490K +$41.8K +1,074 +9%
NPF
2003
Norris Perne & French
Michigan
$488K
TC
2004
Trust Company
Kansas
$488K -$131K -3,361 -21%
IIM
2005
InTrack Investment Management
Vermont
$486K +$143K +3,615 +42%
FPWM
2006
FSB Premier Wealth Management
Iowa
$486K +$57.8K +1,486 +13%
KFP
2007
KB Financial Partners
New Jersey
$485K +$54.5K +1,402 +13%
SSA
2008
Schonfeld Strategic Advisors
New York
$484K -$20.6M -528,861 -98%
SAM
2009
S.A. Mason
Michigan
$483K -$12.1K -311 -2%
VFPW
2010
Vantage Financial Partners (Wisconsin)
Wisconsin
$482K +$12.5K +321 +3%
DWM
2011
Drive Wealth Management
Utah
$481K +$143K +3,686 +42%
HL
2012
HeadInvest LLC
Maine
$481K +$4.4K +113 +0.9%
DDC
2013
DF Dent & Co
Maryland
$480K -$13.1K -337 -3%
PWM
2014
PBMares Wealth Management
Virginia
$480K -$23.3K -600 -5%
CHAM
2015
Clear Harbor Asset Management
Connecticut
$478K +$478K +12,303 New
COCM
2016
Charter Oak Capital Management
New Hampshire
$478K +$5.64K +145 +1%
MA
2017
MCF Advisors
Kentucky
$478K +$84.1K +2,163 +21%
GWS
2018
Glassman Wealth Services
Virginia
$477K -$66.9K -1,720 -12%
MS
2019
Maven Securities
Jersey
$476K -$1.52M -39,843 -76%
PCFFS
2020
Pacific Center for Financial Services
California
$476K +$476K +12,227 New
QWM
2021
QP Wealth Management
New Jersey
$474K +$221K +5,685 +87%
I2I
2022
Insight 2811 Inc
Illinois
$473K -$9.22K -237 -2%
RCG
2023
Regatta Capital Group
California
$471K
ABLA
2024
Alan B. Lancz & Associates
Ohio
$469K +$62.2K +1,600 +15%
9WM
2025
9258 Wealth Management
Ohio
$468K +$42.9K +1,104 +10%