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Verizon
VZ

Overview Fund Activity

2,843 hedge funds and large institutions have $110B invested in Verizon in 2024 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 1,238 increasing their positions, 1,207 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,843
Holders Change
+35
Holders Change %
+1.25%
% of All Funds
41.21%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
202
Increased
1,238
Reduced
1,207
Closed
133
Calls
$2.03B
Puts
$1.66B
Net Calls
+$379M
Net Calls Change
+$219M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$530M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$420M
3
Citadel Advisors
Citadel Advisors
Florida
+$262M
4
Bank of America
Bank of America
North Carolina
+$229M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$193M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.33B
2
BlackRock
BlackRock
New York
-$280M
3
Swedbank
Swedbank
Sweden
-$223M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
5
DZ Bank
DZ Bank
Germany
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
2001
AllSquare Wealth Management
New York
$449K – – –
SCM
2002
Silvant Capital Management
Georgia
$448K +$42K +1,000 +10%
ANBTV
2003
American National Bank & Trust (Virginia)
Virginia
$447K +$447K +10,666 New
SA
2004
Shilanski & Associates
Alaska
$446K -$75.4K -1,798 -14%
CCA
2005
Cobblestone Capital Advisors
New York
$443K -$161K -3,848 -27%
LCM
2006
LVM Capital Management
Michigan
$443K -$2.26M -53,900 -84%
PFM
2007
Peak Financial Management
Massachusetts
$443K -$33.4K -797 -7%
NG
2008
Northstar Group
New York
$442K -$80K -1,906 -15%
MMM
2009
Mendel Money Management
Illinois
$441K -$12.8K -305 -3%
FNWA
2010
Financial Network Wealth Advisors
Utah
$441K -$1.01K -24 -0.2%
CT
2011
Clearstead Trust
Maine
$439K -$35.3K -841 -7%
ASFA
2012
All Season Financial Advisors
Colorado
$438K +$22.1K +526 +5%
CW
2013
Connectus Wealth
Ohio
$438K -$3.46M -82,345 -89%
AF
2014
Arrow Financial
New York
$437K -$45.9K -1,093 -9%
WGC
2015
Watts Gwilliam & Co
Arizona
$435K +$435K +10,737 New
MWM
2016
Marion Wealth Management
Pennsylvania
$434K +$36.1K +861 +9%
CFO
2017
CVA Family Office
Colorado
$434K +$1.72K +41 +0.4%
GBT
2018
Grove Bank & Trust
Florida
$433K -$1.09M -25,875 -71%
PSP
2019
Pacific Sage Partners
Washington
$432K – – –
HGERS
2020
Householder Group Estate & Retirement Specialist
Arizona
$431K -$104K -2,485 -19%
ACM
2021
Avalon Capital Management
California
$430K -$129K -3,070 -23%
BAM
2022
BOS Asset Management
Illinois
$429K -$89.1K -2,123 -17%
PAM
2023
Peak Asset Management
Colorado
$428K +$4.2K +100 +1%
AWM
2024
Accel Wealth Management
Iowa
$428K +$20.4K +485 +5%
JJBC
2025
James J. Burns & Company
New York
$427K -$337K -7,905 -44%
79 80
81
82 83