2,593 hedge funds and large institutions have $83.2B invested in Verizon in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 1,015 increasing their positions, 1,285 reducing their positions, and 259 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,593
Holders Change
-154
Holders Change %
-5.61%
% of All Funds
41.34%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
134
Increased
1,015
Reduced
1,285
Closed
259
Calls
$1.36B
Puts
$1.33B
Net Calls
+$34.1M
Net Calls Change
-$279M
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
2001
Alterity Financial Group
Maine
$346K +$65 +2 +0%
RSWM
2002
Robertson Stephens Wealth Management
California
$346K -$72.9K -2,250 -17%
PWM
2003
PBMares Wealth Management
Virginia
$343K -$59.8K -1,846 -15%
MPAM
2004
Murphy Pohlad Asset Management
Minnesota
$343K -$2.57M -79,408 -88%
FFWM
2005
Future Financial Wealth Management
Ohio
$343K +$74.1K +2,287 +28%
EA
2006
Eudaimonia Advisors
Tennessee
$342K -$2.33K -72 -0.7%
FCFC
2007
First Commonwealth Financial Corp
Pennsylvania
$342K -$357 -11 -0.1%
FNB
2008
Farmers National Bank
Kentucky
$341K -$69.7K -2,150 -17%
WAG
2009
Winthrop Advisory Group
Massachusetts
$341K +$23.4K +722 +7%
Fayez Sarofim & Co
2010
Fayez Sarofim & Co
Texas
$340K
PSP
2011
Pacific Sage Partners
Washington
$340K +$7.45K +230 +2%
AWS
2012
Aspen Wealth Strategies
Colorado
$339K +$79.6K +2,458 +31%
SGK
2013
Steigerwald Gordon & Koch
Virginia
$339K -$27.2K -840 -7%
OAM
2014
Occidental Asset Management
California
$339K -$1.52M -47,010 -82%
CRWM
2015
Castle Rock Wealth Management
California
$339K -$383K -12,492 -53%
TWM
2016
Triton Wealth Management
Arizona
$338K -$541 -15 -0.2%
AS
2017
Altshuler Shaham
Israel
$337K -$25.5K -787 -7%
VAM
2018
Verity Asset Management
North Carolina
$337K -$79.1K -2,440 -19%
CCA
2019
Childress Capital Advisors
Texas
$337K +$337K +10,176 New
BOS
2020
Bank of Stockton
California
$337K
CMI
2021
Clare Market Investments
Texas
$337K -$309K -9,529 -48%
BWP
2022
Bernardo Wealth Planning
Pennsylvania
$336K +$4.21K +130 +1%
BS
2023
Bessemer Securities
New York
$335K -$539K -16,642 -62%
BWM
2024
BCS Wealth Management
Tennessee
$335K +$10.4K +320 +3%
WPC
2025
Wedmont Private Capital
Pennsylvania
$333K -$119K -3,775 -26%