2,867 hedge funds and large institutions have $109B invested in Verizon in 2024 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,231 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,867
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.8%
New
181
Increased
1,231
Reduced
1,219
Closed
117
Calls
$1.68B
Puts
$1.39B
Net Calls
+$289M
Net Calls Change
-$90.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RGC
2051
Roberts, Glore & Co
Illinois
$429K -$25.8K -625 -6%
CAG
2052
Crestwood Advisors Group
Massachusetts
$428K -$116K -2,814 -21%
MCM
2053
Manchester Capital Management
Vermont
$428K -$99.8K -2,420 -19%
FAFN
2054
First Affirmative Financial Network
Colorado
$427K +$24.6K +596 +6%
ICP
2055
Interchange Capital Partners
Pennsylvania
$427K +$427K +10,354 New
Fidelity International
2056
Fidelity International
Bermuda
$426K -$16.2K -394 -4%
TWM
2057
TriaGen Wealth Management
California
$425K +$8.25K +200 +2%
BAM
2058
BOS Asset Management
Illinois
$423K +$1.86K +45 +0.4%
OFG
2059
Oxford Financial Group
Indiana
$422K +$103K +2,499 +32%
I
2060
InceptionR
California
$421K +$421K +10,212 New
GFG
2061
Goldstone Financial Group
Illinois
$420K +$95.8K +2,322 +30%
NEWAS
2062
N.E.W. Advisory Services
Wisconsin
$419K -$34.1K -828 -8%
CCWA
2063
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$419K -$23.8K -576 -5%
CAM
2064
Cozad Asset Management
Illinois
$418K +$17.7K +429 +4%
PPWM
2065
Paragon Private Wealth Management
Kentucky
$418K +$36K +872 +9%
YCG
2066
Yeomans Consulting Group
Georgia
$417K +$417K +10,101 New
AFGAS
2067
Allegiance Financial Group Advisory Services
Virginia
$416K +$41 +1 +0%
CA
2068
Cornerstone Advisory
Maryland
$415K -$367K -8,908 -47%
FAT
2069
First American Trust
California
$415K -$45K -1,092 -10%
AOI
2070
Auto-Owners Insurance
Michigan
$414K
AGWCA
2071
Annis Gardner Whiting Capital Advisors
Florida
$413K +$56.8K +1,377 +16%
SPC
2072
Spirepoint Private Client
Florida
$413K +$28.4K +688 +7%
CCAL
2073
City Center Advisors LLC
Michigan
$413K
AWM
2074
Accel Wealth Management
Iowa
$412K -$8.17K -198 -2%
MGAM
2075
McGowan Group Asset Management
Texas
$412K -$2.52K -61 -0.6%