2,828 hedge funds and large institutions have $104B invested in Verizon in 2022 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 991 increasing their positions, 1,399 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,828
Holders Change
+82
Holders Change %
+2.99%
% of All Funds
45.63%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
1.03%
New
293
Increased
991
Reduced
1,399
Closed
156
Calls
$1.51B
Puts
$1.62B
Net Calls
-$111M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Shares
Change %
SFWC
2026
Strategic Family Wealth Counselors
New Jersey
$480K -$16.9K -428 -3%
AT
2027
Arvest Trust
Oklahoma
$480K -$32.8K -833 -6%
COCM
2028
Charter Oak Capital Management
New Hampshire
$479K -$9.61K -244 -2%
DWM
2029
Darwin Wealth Management
Florida
$478K -$55K -1,313 -10%
FW
2030
FirstPurpose Wealth
Utah
$478K -$166K -4,205 -26%
SI
2031
Saxon Interests
Texas
$477K -$28.2K -681 -6%
EWM
2032
Empirical Wealth Management
Washington
$476K +$19.9K +506 +4%
VFPW
2033
Vantage Financial Partners (Wisconsin)
Wisconsin
$476K +$164K +4,175 +53%
AWM
2034
Adams Wealth Management
Utah
$475K +$133K +3,372 +39%
YIA
2035
YHB Investment Advisors
Connecticut
$474K -$10.4K -265 -2%
MSWM
2036
McGlone Suttner Wealth Management
Wisconsin
$473K +$473K +12,000 New
CFG
2037
Cooper Financial Group
California
$472K +$21.7K +552 +5%
RCG
2038
Regatta Capital Group
California
$471K +$7.37K +187 +2%
SAA
2039
Southeast Asset Advisors
Georgia
$469K -$77.4K -1,965 -14%
LWP
2040
Lumature Wealth Partners
Georgia
$468K +$165K +4,187 +54%
W
2041
WealthOne
New York
$468K -$24.2K -613 -5%
HGERS
2042
Householder Group Estate & Retirement Specialist
Arizona
$468K -$88.1K -2,236 -16%
WF
2043
Wayfinding Financial
Washington
$467K -$7.37K -144 -2%
AC
2044
Addison Capital
Pennsylvania
$467K +$197 +5 +0%
DWMS
2045
Dominguez Wealth Management Solutions
Virginia
$465K +$465K +11,798 New
WAG
2046
Wallace Advisory Group
California
$465K +$465K +11,796 New
SFG
2047
Sather Financial Group
Texas
$465K +$465K +11,795 New
WDG
2048
Wealth Dimensions Group
Ohio
$464K +$4.49K +114 +1%
MPCG
2049
Matrix Private Capital Group
New York
$464K -$37.9K -963 -8%
PP
2050
PDS Planning
Ohio
$464K -$63.5K -1,611 -12%