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 %
ME
2051
McIlrath & Eck
Washington
$412K -$893 -24 -0.2%
AAS
2052
Annex Advisory Services
Wisconsin
$412K +$10.7K +287 +3%
CBFP
2053
Cedar Brook Financial Partners
Ohio
$412K +$10.9K +294 +3%
CC
2054
Cadinha & Co
Hawaii
$411K +$21.7K +584 +6%
DAC
2055
Dividend Assets Capital
South Carolina
$409K -$97.6K -2,621 -19%
PGF
2056
Plan Group Financial
Oklahoma
$408K +$408K +12,383 New
PGAM
2057
Princeton Global Asset Management
New Jersey
$405K +$4.57K +123 +1%
PWM
2058
Prentice Wealth Management
New York
$405K +$81.7K +2,197 +25%
CWG
2059
Cornerstone Wealth Group
North Carolina
$405K -$8.33M -224,060 -95%
OFS
2060
Oldfather Financial Services
Nebraska
$405K
LAM
2061
L2 Asset Management
Massachusetts
$404K +$31.9K +859 +9%
MAWCM
2062
Mine & Arao Wealth Creation & Management
California
$404K -$7.03K -189 -2%
DF
2063
Donoghue Forlines
Massachusetts
$400K +$400K +10,766 New
NPF
2064
Norris Perne & French
Michigan
$400K -$66.9K -1,799 -14%
BC
2065
Barrett & Company
Rhode Island
$398K +$42.5K +1,143 +12%
CM
2066
CastleKnight Management
New York
$398K -$301K -8,100 -43%
AFG
2067
Alterity Financial Group
Maine
$397K +$1K +27 +0.3%
9WM
2068
9258 Wealth Management
Ohio
$397K -$50.4K -1,355 -11%
PWM
2069
Paulson Wealth Management
Illinois
$397K +$109K +2,918 +38%
LWM
2070
Liberty Wealth Management
California
$397K -$234K -6,304 -37%
GWCM
2071
Godshalk Welsh Capital Management
Pennsylvania
$396K -$121K -3,250 -23%
DJYG
2072
David J. Yvars Group
Florida
$396K -$7.44K -200 -2%
EA
2073
Eudaimonia Advisors
Tennessee
$395K +$17.1K +460 +5%
COCM
2074
Charter Oak Capital Management
New Hampshire
$395K -$62.3K -1,675 -14%
SCM
2075
Stonehearth Capital Management
Massachusetts
$394K +$1.34K +36 +0.3%