3,011 hedge funds and large institutions have $112B invested in Verizon in 2024 Q4 according to their latest regulatory filings, with 361 funds opening new positions, 1,122 increasing their positions, 1,333 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,011
Holders Change
+128
Holders Change %
+4.44%
% of All Funds
40.08%
Holding in Top 10
47
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-14.55%
% of All Funds
0.63%
New
361
Increased
1,122
Reduced
1,333
Closed
186
Calls
$1.6B
Puts
$1.71B
Net Calls
-$115M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
SFWC
2001
Strategic Family Wealth Counselors
New Jersey
$501K +$5.36K +134 +1%
SFC
2002
Strategic Financial Concepts
Texas
$501K +$501K +12,522 New
AC
2003
Apella Capital
Connecticut
$500K -$52.3K -1,308 -9%
IHL
2004
Investment House LLC
California
$499K +$4.72K +118 +1%
AWE
2005
Avidian Wealth Enterprises
Texas
$499K -$73.3K -1,833 -13%
MEG
2006
Millstone Evans Group
Colorado
$499K +$499K +12,474 New
RC
2007
Reik & Co
New York
$498K +$40K +1,000 +9%
KA
2008
Kooman & Associates
Pennsylvania
$498K -$1.32K -33 -0.3%
GWANC
2009
Guardian Wealth Advisors (North Carolina)
North Carolina
$497K +$58.1K +1,452 +13%
LSIA
2010
LaSalle St. Investment Advisors
Illinois
$497K +$167K +4,184 +51%
SFC
2011
Sprinkle Financial Consultants
Colorado
$497K -$168K -4,192 -25%
WWM
2012
Whalen Wealth Management
Nevada
$497K +$497K +12,422 New
FAN
2013
Financial Advisors Network
California
$497K +$497K +12,421 New
SPA
2014
Sherbrooke Park Advisers
New York
$497K +$497K +12,420 New
TWP
2015
Triad Wealth Partners
Kansas
$497K +$497K +12,418 New
AAM
2016
Augustine Asset Management
Florida
$494K +$41.6K +1,040 +9%
FPWM
2017
FSB Premier Wealth Management
Iowa
$494K -$2.44K -61 -0.5%
IIA
2018
Integral Investment Advisors
California
$494K -$9.72K -243 -2%
OPCM
2019
Osborne Partners Capital Management
California
$494K -$15.3K -383 -3%
MQWP
2020
Morey & Quinn Wealth Partners
Nebraska
$493K +$493K +12,333 New
CFO
2021
CVA Family Office
Colorado
$492K +$24.8K +621 +5%
PA
2022
Probity Advisors
Texas
$491K -$290K -7,254 -37%
MA
2023
MCF Advisors
Kentucky
$491K -$35K -876 -7%
MS
2024
Maven Securities
Jersey
$490K +$490K +12,264 New
CIM
2025
CIM Investment Management
Pennsylvania
$489K -$1K -25 -0.2%