2,867 hedge funds and large institutions have $109B invested in Verizon in 2024 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,231 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,867
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.8%
New
181
Increased
1,231
Reduced
1,219
Closed
117
Calls
$1.68B
Puts
$1.39B
Net Calls
+$289M
Net Calls Change
-$90.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
2001
BCS Wealth Management
Tennessee
$459K +$10.7K +260 +2%
WTFG
2002
Wells Trecaso Financial Group
Ohio
$459K -$31K -751 -6%
KHCM
2003
Kirtland Hills Capital Management
Ohio
$458K +$12.7K +308 +3%
SLT
2004
St Louis Trust
Missouri
$458K
PFM
2005
Peak Financial Management
Massachusetts
$458K +$22.4K +543 +5%
CIC
2006
Chase Investment Counsel
Virginia
$457K +$457K +11,100 New
SC
2007
Syon Capital
California
$457K +$39.7K +962 +10%
LGA
2008
Lebenthal Global Advisors
New York
$456K -$5.11K -124 -1%
ACM
2009
Avalon Capital Management
California
$456K +$33K +800 +8%
OL
2010
OneFund LLC
Florida
$454K +$4.12K +100 +0.9%
WHC
2011
Wulff, Hansen & Co
California
$454K -$6.15K -149 -1%
MWM
2012
Mattern Wealth Management
Kansas
$453K -$8.74K -212 -2%
WWM
2013
Waterway Wealth Management
Texas
$453K +$35.3K +855 +8%
HAIM
2014
Hunter Associates Investment Management
Pennsylvania
$453K -$5.15K -125 -1%
DWM
2015
Drive Wealth Management
Utah
$453K +$7.75K +188 +2%
BAM
2016
Boyar Asset Management
New York
$451K
LIG
2017
Lokken Investment Group
Delaware
$451K -$10.7K -260 -2%
ABLA
2018
Alan B. Lancz & Associates
Ohio
$450K +$450K +10,910 New
BIA
2019
Bigelow Investment Advisors
Maine
$448K -$4.87K -118 -1%
W
2020
Wealthquest
Ohio
$448K -$78.8K -1,911 -15%
OWA
2021
One Wealth Advisors
California
$447K +$1.96K +48 +0.4%
SFWC
2022
Strategic Family Wealth Counselors
New Jersey
$446K -$65.5K -1,589 -13%
FNC
2023
First National Corp
Massachusetts
$446K -$7.3K -177 -2%
HS
2024
Horan Securities
United States
$446K -$13K -316 -3%
CT
2025
Clearstead Trust
Maine
$446K +$14.5K +351 +3%