2,998 hedge funds and large institutions have $139B invested in Verizon in 2021 Q4 according to their latest regulatory filings, with 403 funds opening new positions, 1,162 increasing their positions, 1,267 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,998
Holders Change
+226
Holders Change %
+8.15%
% of All Funds
46.3%
Holding in Top 10
75
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.48%
% of All Funds
1.16%
New
403
Increased
1,162
Reduced
1,267
Closed
134
Calls
$1.76B
Puts
$1.64B
Net Calls
+$114M
Net Calls Change
+$128M
Name Holding Trade Value Shares
Change
Shares
Change %
KFI
2026
Key Financial Inc
Pennsylvania
$686K -$44.6K -859 -6%
MFG
2027
Magnus Financial Group
New York
$686K +$34.8K +670 +5%
SC
2028
Steph & Co
Wisconsin
$686K +$161K +3,095 +31%
EWA
2029
Encompass Wealth Advisors
Oregon
$683K +$30.2K +582 +5%
KC
2030
Kingfisher Capital
North Carolina
$682K -$58.6K -1,128 -8%
AMM
2031
American Money Management
California
$681K +$2.75K +53 +0.4%
SIA
2032
SeaBridge Investment Advisors
New Jersey
$678K -$933K -17,946 -58%
SAS
2033
Stelac Advisory Services
New York
$678K +$4.21K +81 +0.6%
MIP
2034
Marietta Investment Partners
Wisconsin
$677K -$191K -3,680 -22%
W
2035
WealthOne
New York
$675K -$98K -1,886 -13%
PGIM
2036
Pacific Global Investment Management
California
$674K -$99.9K -1,923 -13%
RTS
2037
Round Table Services
New Jersey
$672K +$70.9K +1,366 +12%
SFG
2038
Sowa Financial Group
Rhode Island
$668K -$23.3K -448 -3%
MCM
2039
McKinley Capital Management
Alaska
$668K +$1.51K +29 +0.2%
SAM
2040
Secure Asset Management
Michigan
$668K +$9.56K +184 +1%
RSWM
2041
Robertson Stephens Wealth Management
California
$668K +$46.8K +901 +8%
PP
2042
Patron Partners
Texas
$668K +$177K +3,405 +36%
ACWM
2043
Adams Chetwood Wealth Management
North Carolina
$665K -$136K -2,624 -17%
AAM
2044
Aureus Asset Management
Massachusetts
$665K +$23.6K +455 +4%
SSG
2045
Summit Securities Group
New York
$665K +$425K +8,172 +177%
EWA
2046
ERTS Wealth Advisors
Michigan
$662K +$11.8K +228 +2%
DLG
2047
Daniel L. Goodwin
$662K +$99K +1,900 +18%
EPWM
2048
Essex Private Wealth Management
Massachusetts
$661K -$98K -1,886 -13%
WAOI
2049
Wealth Advisors of Iowa
Iowa
$653K -$269K -5,186 -29%
MAWCM
2050
Mine & Arao Wealth Creation & Management
California
$652K -$458K -8,816 -41%