2,747 hedge funds and large institutions have $97.4B invested in Verizon in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,116 increasing their positions, 1,300 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,747
Holders Change
-64
Holders Change %
-2.28%
% of All Funds
43.32%
Holding in Top 10
41
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-30.51%
% of All Funds
0.65%
New
139
Increased
1,116
Reduced
1,300
Closed
176
Calls
$1.62B
Puts
$1.31B
Net Calls
+$313M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
GWP
2026
Gateway Wealth Partners
Wisconsin
$425K +$43.3K +1,164 +11%
SRC
2027
Shufro Rose & Co
New York
$424K -$78.3K -2,105 -16%
CMP
2028
Coston McIsaac & Partners
Maine
$423K -$3.27K -88 -0.8%
CFS
2029
CRA Financial Services
New Jersey
$422K +$13.8K +370 +3%
SGK
2030
Steigerwald Gordon & Koch
Virginia
$421K -$115K -3,096 -21%
BAM
2031
Boyar Asset Management
New York
$420K
AGA
2032
Arkos Global Advisors
Texas
$419K -$17.4K -467 -4%
CCWA
2033
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$419K +$29.9K +804 +8%
VP
2034
Verum Partners
North Carolina
$418K +$418K +11,248 New
IHL
2035
Investment House LLC
California
$418K -$215K -5,781 -34%
JPMIA
2036
J.P. Marvel Investment Advisors
Massachusetts
$418K -$4.09K -110 -1%
BFG
2037
Berger Financial Group
Minnesota
$418K -$11.5K -308 -3%
RAM
2038
Roanoke Asset Management
New Jersey
$417K
KWM
2039
Kolinsky Wealth Management
New Jersey
$417K +$23.6K +638 +6%
AA
2040
Alta Advisers
United Kingdom
$417K
AS
2041
Altshuler Shaham
Israel
$416K +$260K +6,990 +166%
PAG
2042
Powers Advisory Group
Illinois
$416K +$26.1K +703 +7%
SFG
2043
Sowa Financial Group
Rhode Island
$416K +$3.35K +90 +0.8%
QCIG
2044
Quad-Cities Investment Group
Iowa
$415K +$15.2K +410 +4%
LW
2045
Lauer Wealth
Indiana
$415K +$253K +18,683 +157%
SPWM
2046
Schrum Private Wealth Management
Florida
$414K +$7.29K +196 +2%
BFM
2047
Boothbay Fund Management
New York
$414K -$1.16M -31,095 -74%
BAG
2048
Bridgewealth Advisory Group
California
$413K +$11.1K +299 +3%
KFA
2049
Kapstone Financial Advisors
Ohio
$413K -$48.8K -1,460 -11%
WAS
2050
Wealth Advisory Solutions
Indiana
$412K +$27K +725 +7%