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2,829 hedge funds and large institutions have $104B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,435 increasing their positions, 1,015 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,435 | Existing positions reduced: 1,015

37% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 137

1.01% more ownership

Funds ownership: 62.63%63.64% (+1%)

0% less funds holding

Funds holding: 2,8412,829 (-12)

1% less capital invested

Capital invested by funds: $104B → $104B (-$916M)

1% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.39B

8% less funds holding in top 10

Funds holding in top 10: 6459 (-5)

Holders
2,829
Holders Change
-12
Holders Change %
-0.42%
% of All Funds
45.08%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
188
Increased
1,435
Reduced
1,015
Closed
137
Calls
$1.38B
Puts
$1.39B
Net Calls
-$17M
Net Calls Change
+$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TT
2001
TI-Trust
Illinois
$498K -$3.55K -90 -0.7%
WTFG
2002
Wells Trecaso Financial Group
Ohio
$497K -$3.75K -95 -0.7%
BFA
2003
BMS Financial Advisors
South Dakota
$497K +$160K +4,069 +47%
EFG
2004
Everhart Financial Group
Ohio
$497K +$54.9K +1,392 +12%
AP
2005
Advisors Preferred
Maryland
$496K -$84.8K -2,151 -15%
SP
2006
Successful Portfolios
Florida
$496K +$4.85K +123 +1%
TMWM
2007
Taylor & Morgan Wealth Management
Michigan
$494K -$105K -2,665 -17%
CYG
2008
Clean Yield Group
Vermont
$494K -$53.7K -1,361 -10%
MSWM
2009
McGlone Suttner Wealth Management
Wisconsin
$493K +$27.2K +689 +6%
VAM
2010
Verity Asset Management
North Carolina
$492K +$55.6K +1,409 +13%
KIA
2011
KLR Investment Advisors
Rhode Island
$491K +$163K +4,144 +49%
AWM
2012
AllSquare Wealth Management
New York
$491K +$63.1K +1,600 +15%
PG
2013
Proffitt & Goodson
Tennessee
$490K +$124K +3,145 +33%
SI
2014
Saxon Interests
Texas
$490K +$42.4K +1,074 +9%
NPF
2015
Norris Perne & French
Michigan
$488K
TC
2016
Trust Company
Kansas
$488K -$133K -3,361 -21%
IIM
2017
InTrack Investment Management
Vermont
$486K +$143K +3,615 +42%
FPWM
2018
FSB Premier Wealth Management
Iowa
$486K +$58.6K +1,486 +13%
KFP
2019
KB Financial Partners
New Jersey
$485K +$55.3K +1,402 +13%
SSA
2020
Schonfeld Strategic Advisors
New York
$484K -$20.9M -528,861 -98%
SAM
2021
S.A. Mason
Michigan
$483K -$12.3K -311 -2%
VFPW
2022
Vantage Financial Partners (Wisconsin)
Wisconsin
$482K +$12.7K +321 +3%
DWM
2023
Drive Wealth Management
Utah
$481K +$145K +3,686 +42%
HL
2024
HeadInvest LLC
Maine
$481K +$4.46K +113 +0.9%
DDC
2025
DF Dent & Co
Maryland
$480K -$13.3K -337 -3%

VZ Hedge Fund Activity: Q1 2023 in Review

2,829 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2023, worth a combined $104B — down 0.88% from $104B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new VZ positions and 137 closed out — a net gain of 51 holders — while 1,435 added to existing stakes and 1,015 trimmed.

The largest buyer was Bank of America, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $420M.

  • 2,829 institutional investors held Verizon (VZ) as of Q1 2023, down from 2,841 in Q4 2022.
  • Funds reported $104B of Verizon stock for Q1 2023, down 0.88% quarter-over-quarter.
  • 188 funds opened new Verizon positions in Q1 2023 and 137 closed out, a net change of +51 holders.
  • The largest Verizon buyer in Q1 2023 was Bank of America, an estimated $393M added.
  • The largest Verizon seller in Q1 2023 was T. Rowe Price Associates, an estimated $420M sold.

Based on aggregated 13F filings for Q1 2023.