2,808 hedge funds and large institutions have $101B invested in Verizon in 2023 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 898 increasing their positions, 1,402 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,808
Holders Change
+215
Holders Change %
+8.29%
% of All Funds
41.16%
Holding in Top 10
54
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+45.95%
% of All Funds
0.79%
New
372
Increased
898
Reduced
1,402
Closed
112
Calls
$1.95B
Puts
$1.79B
Net Calls
+$160M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Shares
Change %
MYIA
2051
Mount Yale Investment Advisors
Colorado
$389K -$58.8K -1,560 -13%
HBW
2052
Hazlett, Burt & Watson
West Virginia
$389K -$94.5K -2,508 -20%
PSP
2053
Pacific Sage Partners
Washington
$389K -$7.13K -189 -2%
CFO
2054
CVA Family Office
Colorado
$388K +$388K +10,305 New
D
2055
Diversified
Delaware
$388K +$11.5K +306 +3%
BWP
2056
Bernardo Wealth Planning
Pennsylvania
$388K -$3.05K -81 -0.8%
BAM
2057
Boyar Asset Management
New York
$388K -$30.5K -810 -7%
OPA
2058
Old Port Advisors
Maine
$387K -$42.1K -1,116 -10%
BRIA
2059
Balanced Rock Investment Advisors
Massachusetts
$387K +$387K +10,275 New
CS
2060
Cannell & Spears
New York
$386K +$22.8K +604 +6%
OL
2061
Optas LLC
Texas
$384K +$138K +3,658 +56%
FNB
2062
Farmers National Bank
Kentucky
$384K -$13.6K -361 -3%
AWS
2063
Aspen Wealth Strategies
Colorado
$383K -$11.9K -316 -3%
AFG
2064
Alterity Financial Group
Maine
$383K -$20.4K -540 -5%
SRC
2065
Shufro Rose & Co
New York
$383K +$16.2K +500 +4%
CYG
2066
Clean Yield Group
Vermont
$381K -$2.26K -60 -0.6%
PAM
2067
Peak Asset Management
Colorado
$381K
KFA
2068
Kapstone Financial Advisors
Ohio
$381K -$53.5K -1,265 -12%
TWM
2069
TriaGen Wealth Management
California
$381K
NPF
2070
Norris Perne & French
Michigan
$381K +$12.9K +342 +4%
AIM
2071
Alhambra Investment Management
Florida
$380K -$75.3K -1,998 -17%
HWA
2072
Heritage Wealth Advisors
Virginia
$380K +$46K +1,219 +14%
CAM
2073
Concorde Asset Management
Michigan
$380K +$95.2K +2,226 +33%
BFG
2074
Berger Financial Group
Minnesota
$380K +$28.3K +750 +8%
LWCFA
2075
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$380K -$10.6K -250 -3%