2,811 hedge funds and large institutions have $103B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 1,428 increasing their positions, 1,012 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,811
Holders Change
-17
Holders Change %
-0.6%
% of All Funds
44.99%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
182
Increased
1,428
Reduced
1,012
Closed
136
Calls
$1.37B
Puts
$1.39B
Net Calls
-$20.9M
Net Calls Change
+$90.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
2026
Cresta Advisors
Texas
$467K +$467K +12,013 New
BFIC
2027
Bedell Frazier Investment Counselling
California
$467K -$46.9K -1,205 -9%
AIM
2028
Alhambra Investment Management
Florida
$465K +$19.5K +501 +4%
W
2029
WealthOne
New York
$465K +$2.76K +71 +0.6%
WDG
2030
Wealth Dimensions Group
Ohio
$464K +$6.03K +155 +1%
LWP
2031
Lumature Wealth Partners
Georgia
$463K +$739 +19 +0.2%
CFG
2032
Cooper Financial Group
California
$463K -$3.35K -86 -0.7%
YIA
2033
YHB Investment Advisors
Connecticut
$462K -$5.64K -145 -1%
SFWC
2034
Strategic Family Wealth Counselors
New Jersey
$462K -$12.1K -310 -3%
SMH
2035
Sanders Morris Harris
Texas
$461K -$447K -11,493 -49%
KA
2036
Klingman & Associates
New York
$459K +$56.4K +1,450 +14%
SFG
2037
Sather Financial Group
Texas
$459K
EWM
2038
Endurance Wealth Management
Rhode Island
$458K +$97.9K +2,519 +27%
RZH
2039
Relyea Zuckerberg Hanson
Connecticut
$458K +$14.5K +373 +3%
AGA
2040
Arkos Global Advisors
Texas
$456K +$54.7K +1,407 +14%
Fayez Sarofim & Co
2041
Fayez Sarofim & Co
Texas
$456K -$116K -2,982 -20%
AGA
2042
Accuvest Global Advisors
Utah
$455K -$869K -22,350 -66%
IAG
2043
Investmark Advisory Group
Connecticut
$454K -$223K -5,744 -33%
HCM
2044
Highlander Capital Management
New Jersey
$452K +$7.78K +200 +2%
BFG
2045
Berger Financial Group
Minnesota
$449K -$51K -1,311 -10%
CCM
2046
Check Capital Management
California
$448K -$54.5K -1,402 -11%
AWM
2047
Accel Wealth Management
Iowa
$448K -$33.8K -870 -7%
IWA
2048
Intercontinental Wealth Advisors
Texas
$446K -$30.5K -785 -6%
CMP
2049
Coston McIsaac & Partners
Maine
$446K +$112K +2,885 +34%
RAG
2050
RIA Advisory Group
Iowa
$445K -$3.77M -96,834 -89%