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 %
CIA
2051
Cape Investment Advisory
Georgia
$444K +$444K +11,429 New
LW
2052
Lauer Wealth
Indiana
$444K +$444K +11,906 New
PFM
2053
Parsec Financial Management
North Carolina
$444K +$142K +3,653 +47%
FC
2054
Financial Consulate
Maryland
$442K +$38.7K +996 +10%
JPMIA
2055
J.P. Marvel Investment Advisors
Massachusetts
$441K
EWM
2056
Empirical Wealth Management
Washington
$441K -$29.4K -756 -6%
IIA
2057
IPG Investment Advisors
California
$440K +$440K +11,310 New
BAM
2058
Boyar Asset Management
New York
$439K +$38.9K +1,000 +10%
SAM
2059
Security Asset Management
New York
$438K -$11.1K -285 -2%
CF
2060
Copperwynd Financial
Arizona
$436K +$70.6K +1,816 +19%
RAM
2061
Roanoke Asset Management
New Jersey
$436K
AA
2062
Alta Advisers
United Kingdom
$436K
SFC
2063
Strategic Financial Concepts
Texas
$435K +$435K +11,181 New
CWC
2064
Carolinas Wealth Consulting
North Carolina
$433K +$2.47K +275 +0.6%
ME
2065
McIlrath & Eck
Washington
$432K +$9.49K +244 +2%
SFG
2066
Sowa Financial Group
Rhode Island
$432K -$5.88K -151 -1%
C
2067
Certuity
Florida
$431K +$6.03K +155 +1%
CAG
2068
Crestwood Advisors Group
Massachusetts
$431K -$95K -2,443 -18%
FPCG
2069
Fort Pitt Capital Group
Pennsylvania
$430K -$3.22M -82,886 -88%
MAWCM
2070
Mine & Arao Wealth Creation & Management
California
$429K +$143K +3,689 +50%
FI
2071
Financial Insights
Washington
$428K +$428K +10,993 New
CFS
2072
CRA Financial Services
New Jersey
$427K +$24K +618 +6%
P
2073
&Partners
Tennessee
$426K -$66.8K -1,717 -14%
SPWM
2074
Schrum Private Wealth Management
Florida
$425K +$972 +25 +0.2%
SAA
2075
Southeast Asset Advisors
Georgia
$423K -$39.8K -1,023 -9%