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2,608 hedge funds and large institutions have $83.4B invested in Verizon in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 1,023 increasing their positions, 1,289 reducing their positions, and 260 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.33B

1.3% less ownership

Funds ownership: 62.37%61.06% (-1.3%)

6% less funds holding

Funds holding: 2,7632,608 (-155)

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

15% less capital invested

Capital invested by funds: $97.7B → $83.4B (-$14.3B)

21% less repeat investments, than reductions

Existing positions increased: 1,023 | Existing positions reduced: 1,289

48% less first-time investments, than exits

New positions opened: 135 | Existing positions closed: 260

Holders
2,608
Holders Change
-155
Holders Change %
-5.61%
% of All Funds
41.38%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
135
Increased
1,023
Reduced
1,289
Closed
260
Calls
$1.36B
Puts
$1.33B
Net Calls
+$37.3M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
SGK
2026
Steigerwald Gordon & Koch
Virginia
$339K -$28.4K -840 -7%
OAM
2027
Occidental Asset Management
California
$339K -$1.59M -47,010 -82%
CRWM
2028
Castle Rock Wealth Management
California
$339K -$422K -12,492 -53%
TWM
2029
Triton Wealth Management
Arizona
$338K -$507 -15 -0.2%
AS
2030
Altshuler Shaham
Israel
$337K -$26.6K -787 -7%
VAM
2031
Verity Asset Management
North Carolina
$337K -$82.4K -2,440 -19%
CCA
2032
Childress Capital Advisors
Texas
$337K +$344K +10,176 New
BOS
2033
Bank of Stockton
California
$337K
CMI
2034
Clare Market Investments
Texas
$337K -$322K -9,529 -48%
BWP
2035
Bernardo Wealth Planning
Pennsylvania
$336K +$4.39K +130 +1%
BS
2036
Bessemer Securities
New York
$335K -$562K -16,642 -62%
BWM
2037
BCS Wealth Management
Tennessee
$335K +$10.8K +320 +3%
WPC
2038
Wedmont Private Capital
Pennsylvania
$333K -$128K -3,775 -26%
KFA
2039
Kapstone Financial Advisors
Ohio
$333K -$69.9K -2,069 -17%
AGA
2040
Arkos Global Advisors
Texas
$333K -$32.7K -969 -9%
MGAM
2041
McGowan Group Asset Management
Texas
$333K +$129K +3,810 +59%
NAG
2042
Northstar Advisory Group
New Jersey
$333K -$213K -6,293 -38%
C
2043
CEDRUS
Colorado
$332K +$9.49K +281 +3%
WI
2044
Wedgewood Investors
Pennsylvania
$332K -$260K -7,689 -43%
BCP
2045
Blue Chip Partners
Michigan
$331K -$10.7M -317,290 -97%
LWCFA
2046
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$331K -$124K -3,680 -29%
CAAM
2047
Cornerstone Advisors Asset Management
Pennsylvania
$329K -$103K -3,035 -23%
GG
2048
Gleason Group
Kentucky
$329K +$3.31K +98 +1%
DWM
2049
Darwin Wealth Management
Florida
$329K -$6.59K -195 -2%
EWM
2050
Empirical Wealth Management
Washington
$328K -$156K -4,619 -31%

VZ Hedge Fund Activity: Q3 2023 in Review

2,608 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2023, worth a combined $83.4B — down 15% from $97.7B a quarter earlier.

Sellers outnumbered buyers: 260 funds closed out of VZ and 135 opened new positions — a net loss of 125 holders — while 1,289 trimmed existing stakes and 1,023 added.

The largest buyer was Arrowstreet Capital, adding an estimated $334M. The largest seller was Bank of America, cutting an estimated $932M.

  • 2,608 institutional investors held Verizon (VZ) as of Q3 2023, down from 2,763 in Q2 2023.
  • Funds reported $83.4B of Verizon stock for Q3 2023, down 15% quarter-over-quarter.
  • 135 funds opened new Verizon positions in Q3 2023 and 260 closed out, a net change of -125 holders.
  • The largest Verizon buyer in Q3 2023 was Arrowstreet Capital, an estimated $334M added.
  • The largest Verizon seller in Q3 2023 was Bank of America, an estimated $932M sold.

Based on aggregated 13F filings for Q3 2023.