We are live on ! Find out more

2,608 hedge funds and large institutions have $83.4B invested in Verizon in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 1,023 increasing their positions, 1,289 reducing their positions, and 260 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.33B

1.3% less ownership

Funds ownership: 62.37%61.06% (-1.3%)

6% less funds holding

Funds holding: 2,7632,608 (-155)

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

15% less capital invested

Capital invested by funds: $97.7B → $83.4B (-$14.3B)

21% less repeat investments, than reductions

Existing positions increased: 1,023 | Existing positions reduced: 1,289

48% less first-time investments, than exits

New positions opened: 135 | Existing positions closed: 260

Holders
2,608
Holders Change
-155
Holders Change %
-5.61%
% of All Funds
41.38%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
135
Increased
1,023
Reduced
1,289
Closed
260
Calls
$1.36B
Puts
$1.33B
Net Calls
+$37.3M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2001
Meridian Wealth Advisors
Texas
$357K -$43.7K -1,293 -11%
ME
2002
McIlrath & Eck
Washington
$356K -$3.01K -89 -0.8%
FNC
2003
First National Corp
Massachusetts
$356K -$46.5K -1,375 -11%
GFP
2004
Gryphon Financial Partners
Ohio
$355K +$20.3K +601 +6%
PP
2005
PDS Planning
Ohio
$354K -$131K -3,878 -26%
GWANC
2006
Guardian Wealth Advisors (North Carolina)
North Carolina
$353K -$106K -3,127 -22%
HKAM
2007
Horizon Kinetics Asset Management
New York
$353K +$14.2K +421 +4%
OFS
2008
Oldfather Financial Services
Nebraska
$353K +$135 +4 +0%
AC
2009
Avestar Capital
New York
$352K +$64.6K +1,912 +21%
P
2010
&Partners
Tennessee
$352K +$11K +325 +3%
PWM
2011
Paulson Wealth Management
Illinois
$350K +$3.99K +118 +1%
PGAM
2012
Princeton Global Asset Management
New Jersey
$347K -$6.83K -202 -2%
VAG
2013
VisionPoint Advisory Group
Texas
$347K -$207K -6,123 -36%
AFG
2014
Alterity Financial Group
Maine
$346K +$68 +2 +0%
RSWM
2015
Robertson Stephens Wealth Management
California
$346K -$76K -2,250 -17%
PWM
2016
PBMares Wealth Management
Virginia
$343K -$62.4K -1,846 -15%
MPAM
2017
Murphy Pohlad Asset Management
Minnesota
$343K -$2.68M -79,408 -88%
FFWM
2018
Future Financial Wealth Management
Ohio
$343K +$77.3K +2,287 +28%
EA
2019
Eudaimonia Advisors
Tennessee
$342K -$2.43K -72 -0.7%
FCFC
2020
First Commonwealth Financial Corp
Pennsylvania
$342K -$372 -11 -0.1%
FNB
2021
Farmers National Bank
Kentucky
$341K -$72.6K -2,150 -17%
WAG
2022
Winthrop Advisory Group
Massachusetts
$341K +$24.4K +722 +7%
Fayez Sarofim & Co
2023
Fayez Sarofim & Co
Texas
$340K
PSP
2024
Pacific Sage Partners
Washington
$340K +$7.77K +230 +2%
AWS
2025
Aspen Wealth Strategies
Colorado
$339K +$83.1K +2,458 +31%

VZ Hedge Fund Activity: Q3 2023 in Review

2,608 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2023, worth a combined $83.4B — down 15% from $97.7B a quarter earlier.

Sellers outnumbered buyers: 260 funds closed out of VZ and 135 opened new positions — a net loss of 125 holders — while 1,289 trimmed existing stakes and 1,023 added.

The largest buyer was Arrowstreet Capital, adding an estimated $334M. The largest seller was Bank of America, cutting an estimated $932M.

  • 2,608 institutional investors held Verizon (VZ) as of Q3 2023, down from 2,763 in Q2 2023.
  • Funds reported $83.4B of Verizon stock for Q3 2023, down 15% quarter-over-quarter.
  • 135 funds opened new Verizon positions in Q3 2023 and 260 closed out, a net change of -125 holders.
  • The largest Verizon buyer in Q3 2023 was Arrowstreet Capital, an estimated $334M added.
  • The largest Verizon seller in Q3 2023 was Bank of America, an estimated $932M sold.

Based on aggregated 13F filings for Q3 2023.