2,808 hedge funds and large institutions have $101B invested in Verizon in 2023 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 898 increasing their positions, 1,402 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,808
Holders Change
+215
Holders Change %
+8.29%
% of All Funds
41.16%
Holding in Top 10
54
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+45.95%
% of All Funds
0.79%
New
372
Increased
898
Reduced
1,402
Closed
112
Calls
$1.95B
Puts
$1.79B
Net Calls
+$160M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Shares
Change %
RGC
2001
Roberts, Glore & Co
Illinois
$420K +$82.3K +2,182 +24%
JWA
2002
JFS Wealth Advisors
Pennsylvania
$420K +$148K +3,925 +54%
AA
2003
Apriem Advisors
California
$420K -$2.15K -57 -0.5%
JPMIA
2004
J.P. Marvel Investment Advisors
Massachusetts
$419K
OL
2005
OneFund LLC
Florida
$419K +$419K +11,118 New
PSB
2006
Piscataqua Savings Bank
New Hampshire
$418K -$65.4K -1,734 -14%
C
2007
CEDRUS
Colorado
$417K +$31.4K +832 +8%
Fayez Sarofim & Co
2008
Fayez Sarofim & Co
Texas
$417K
LIG
2009
Lokken Investment Group
Delaware
$417K -$603K -16,002 -59%
ABLA
2010
Alan B. Lancz & Associates
Ohio
$417K -$3.77K -100 -0.9%
TW
2011
TritonPoint Wealth
Maryland
$416K +$416K +11,025 New
OWA
2012
One Wealth Advisors
California
$415K +$415K +11,016 New
DWM
2013
Drive Wealth Management
Utah
$415K +$40.8K +1,082 +11%
BC
2014
Bridgefront Capital
Texas
$415K -$226K -5,982 -35%
CCP
2015
Clough Capital Partners
Massachusetts
$415K -$94.3K -2,500 -19%
FNC
2016
First National Corp
Massachusetts
$414K -$264 -7 -0.1%
DSC
2017
Duncker Streett & Co
Missouri
$414K -$72.1K -1,912 -15%
PGAM
2018
Princeton Global Asset Management
New Jersey
$413K +$9.8K +260 +2%
SWA
2019
Sax Wealth Advisors
New Jersey
$411K -$48.7K -1,292 -11%
Cohen & Steers
2020
Cohen & Steers
New York
$411K -$111K -2,947 -21%
FSA
2021
Financial Sense Advisors
California
$410K +$139K +3,679 +51%
HAIM
2022
Hunter Associates Investment Management
Pennsylvania
$409K -$795K -21,004 -66%
BCM
2023
Bluefin Capital Management
New York
$409K +$63.7K +1,700 +18%
MMM
2024
Mendel Money Management
Illinois
$408K -$120K -3,170 -23%
CAM
2025
Cozad Asset Management
Illinois
$407K -$97.7K -2,592 -19%