2,883 hedge funds and large institutions have $117B invested in Verizon in 2024 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 1,243 increasing their positions, 1,219 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,883
Holders Change
+16
Holders Change %
+0.56%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.8%
New
186
Increased
1,243
Reduced
1,219
Closed
139
Calls
$2.1B
Puts
$2.04B
Net Calls
+$53.6M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
2001
Aprio Wealth Management
Georgia
$498K -$140K -3,112 -22%
PIMG
2002
Patriot Investment Management Group
Tennessee
$498K -$198K -4,398 -28%
CAM
2003
Costello Asset Management
Pennsylvania
$497K -$4.49K -100 -0.9%
OL
2004
OneFund LLC
Florida
$497K +$2.34K +52 +0.5%
MSG
2005
Main Street Group
Virginia
$495K +$75.5K +1,681 +18%
BA
2006
Bridgewater Advisors
New York
$495K -$3.47K -84 -0.7%
WRPWM
2007
Werba Rubin Papier Wealth Management
California
$494K +$61.6K +1,372 +14%
MWM
2008
Mattern Wealth Management
Kansas
$493K
GWANC
2009
Guardian Wealth Advisors (North Carolina)
North Carolina
$493K -$62.3K -1,388 -11%
ABLA
2010
Alan B. Lancz & Associates
Ohio
$490K
SPC
2011
Spirepoint Private Client
Florida
$490K +$39.9K +888 +9%
OWA
2012
One Wealth Advisors
California
$489K -$4.18K -93 -0.8%
BWP
2013
Baldwin Wealth Partners
Massachusetts
$489K +$348K +7,752 +248%
SHF
2014
Safe Harbor Fiduciary
Florida
$488K +$488K +10,876 New
HCM
2015
Howland Capital Management
Massachusetts
$488K -$195K -4,344 -29%
BWM
2016
BCS Wealth Management
Tennessee
$487K -$13.2K -295 -3%
KBG
2017
Kahn Brothers Group
New York
$487K +$48.1K +1,072 +11%
FAFN
2018
First Affirmative Financial Network
Colorado
$487K +$21.1K +470 +5%
OFS
2019
Oldfather Financial Services
Nebraska
$486K +$2.2K +49 +0.5%
CT
2020
Clearstead Trust
Maine
$484K -$943 -21 -0.2%
IPWA
2021
International Private Wealth Advisors
California
$484K -$20.7K -461 -4%
LGA
2022
Lebenthal Global Advisors
New York
$484K -$13.5K -300 -3%
PGAM
2023
Princeton Global Asset Management
New Jersey
$482K -$24.2K -538 -5%
OFS
2024
OneAscent Financial Services
Alabama
$482K -$159K -3,540 -25%
KHCM
2025
Kirtland Hills Capital Management
Ohio
$481K -$18K -401 -4%