2,747 hedge funds and large institutions have $97.4B invested in Verizon in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,116 increasing their positions, 1,300 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,747
Holders Change
-64
Holders Change %
-2.28%
% of All Funds
43.32%
Holding in Top 10
41
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-30.51%
% of All Funds
0.65%
New
139
Increased
1,116
Reduced
1,300
Closed
176
Calls
$1.62B
Puts
$1.31B
Net Calls
+$313M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
LL
2001
LWMG LLC
Minnesota
$447K -$52.8K -1,420 -11%
CA
2002
Cresta Advisors
Texas
$447K
ECU
2003
Eisler Capital (US)
New York
$446K +$446K +12,000 New
SFC
2004
Strategic Financial Concepts
Texas
$446K +$30.5K +819 +7%
C
2005
Certuity
Florida
$444K +$31.2K +838 +8%
SRG
2006
SBB Research Group
Illinois
$442K +$442K +11,898 New
SIG
2007
Sargent Investment Group
Maryland
$441K -$91.5K -2,459 -17%
CYG
2008
Clean Yield Group
Vermont
$439K -$32.8K -882 -7%
VCM
2009
Vivaldi Capital Management
Illinois
$439K -$134K -3,606 -23%
SFG
2010
Sather Financial Group
Texas
$439K
EWM
2011
Endurance Wealth Management
Rhode Island
$438K
SWA
2012
Sutton Wealth Advisors
Florida
$438K -$242K -6,513 -36%
AWS
2013
Arkfeld Wealth Strategies
Nebraska
$437K -$3.02M -86,703 -87%
YIA
2014
YHB Investment Advisors
Connecticut
$436K -$5.5K -148 -1%
BFIC
2015
Bedell Frazier Investment Counselling
California
$436K -$10.5K -282 -2%
AFT
2016
Alpha Family Trust
California
$434K +$79.8K +2,145 +23%
CAS
2017
Coppell Advisory Solutions
Texas
$434K -$124K -3,357 -22%
GWS
2018
Glassman Wealth Services
Virginia
$431K -$25.3K -680 -6%
AC
2019
Allstate Corporation
Illinois
$430K -$114K -3,068 -21%
ABLA
2020
Alan B. Lancz & Associates
Ohio
$430K -$18.6K -500 -4%
AWM
2021
AllSquare Wealth Management
New York
$429K -$11.3K -325 -3%
SWA
2022
Sax Wealth Advisors
New Jersey
$429K -$86.1K -2,316 -17%
SIA
2023
Schechter Investment Advisors
Michigan
$428K -$203K -5,447 -32%
MSE
2024
MUFG Securities EMEA
United Kingdom
$427K +$87.2K +2,344 +26%
LSA
2025
Lion Street Advisors
Texas
$427K -$470K -8,863 -52%