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2,829 hedge funds and large institutions have $104B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,435 increasing their positions, 1,015 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,435 | Existing positions reduced: 1,015

37% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 137

1.01% more ownership

Funds ownership: 62.63%63.64% (+1%)

0% less funds holding

Funds holding: 2,8412,829 (-12)

1% less capital invested

Capital invested by funds: $104B → $104B (-$916M)

1% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.39B

8% less funds holding in top 10

Funds holding in top 10: 6459 (-5)

Holders
2,829
Holders Change
-12
Holders Change %
-0.42%
% of All Funds
45.08%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
188
Increased
1,435
Reduced
1,015
Closed
137
Calls
$1.38B
Puts
$1.39B
Net Calls
-$17M
Net Calls Change
+$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2026
PBMares Wealth Management
Virginia
$480K -$23.7K -600 -5%
CHAM
2027
Clear Harbor Asset Management
Connecticut
$478K +$485K +12,303 New
COCM
2028
Charter Oak Capital Management
New Hampshire
$478K +$5.72K +145 +1%
MA
2029
MCF Advisors
Kentucky
$478K +$85.3K +2,163 +21%
GWS
2030
Glassman Wealth Services
Virginia
$477K -$67.8K -1,720 -12%
MS
2031
Maven Securities
Jersey
$476K -$1.57M -39,843 -76%
PCFFS
2032
Pacific Center for Financial Services
California
$476K +$482K +12,227 New
QWM
2033
QP Wealth Management
New Jersey
$474K +$224K +5,685 +87%
I2I
2034
Insight 2811 Inc
Illinois
$473K -$9.35K -237 -2%
RCG
2035
Regatta Capital Group
California
$471K
ABLA
2036
Alan B. Lancz & Associates
Ohio
$469K +$63.1K +1,600 +15%
9WM
2037
9258 Wealth Management
Ohio
$468K +$43.5K +1,104 +10%
CA
2038
Cresta Advisors
Texas
$467K +$474K +12,013 New
BFIC
2039
Bedell Frazier Investment Counselling
California
$467K -$47.5K -1,205 -9%
AIM
2040
Alhambra Investment Management
Florida
$465K +$19.8K +501 +4%
W
2041
WealthOne
New York
$465K +$2.8K +71 +0.6%
WDG
2042
Wealth Dimensions Group
Ohio
$464K +$6.11K +155 +1%
LWP
2043
Lumature Wealth Partners
Georgia
$463K +$749 +19 +0.2%
CFG
2044
Cooper Financial Group
California
$463K -$3.39K -86 -0.7%
YIA
2045
YHB Investment Advisors
Connecticut
$462K -$5.72K -145 -1%
SFWC
2046
Strategic Family Wealth Counselors
New Jersey
$462K -$12.2K -310 -3%
SMH
2047
Sanders Morris Harris
Texas
$461K -$453K -11,493 -49%
KA
2048
Klingman & Associates
New York
$459K +$57.2K +1,450 +14%
SFG
2049
Sather Financial Group
Texas
$459K
EWM
2050
Endurance Wealth Management
Rhode Island
$458K +$99.3K +2,519 +27%

VZ Hedge Fund Activity: Q1 2023 in Review

2,829 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2023, worth a combined $104B — down 0.88% from $104B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new VZ positions and 137 closed out — a net gain of 51 holders — while 1,435 added to existing stakes and 1,015 trimmed.

The largest buyer was Bank of America, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $420M.

  • 2,829 institutional investors held Verizon (VZ) as of Q1 2023, down from 2,841 in Q4 2022.
  • Funds reported $104B of Verizon stock for Q1 2023, down 0.88% quarter-over-quarter.
  • 188 funds opened new Verizon positions in Q1 2023 and 137 closed out, a net change of +51 holders.
  • The largest Verizon buyer in Q1 2023 was Bank of America, an estimated $393M added.
  • The largest Verizon seller in Q1 2023 was T. Rowe Price Associates, an estimated $420M sold.

Based on aggregated 13F filings for Q1 2023.