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 %
OPCM
2101
Osborne Partners Capital Management
California
$410K +$11.3K +290 +3%
HKAM
2102
Horizon Kinetics Asset Management
New York
$410K -$88.3K -2,271 -18%
OC
2103
Oakworth Capital
Alabama
$410K -$14.8K -380 -3%
OPA
2104
Old Port Advisors
Maine
$409K -$43.4K -1,100 -10%
GCWM
2105
Graham Capital Wealth Management
District of Columbia
$408K +$408K +1,049 New
PAG
2106
Powers Advisory Group
Illinois
$408K -$428 -11 -0.1%
CC
2107
Cadinha & Co
Hawaii
$407K -$5.64K -145 -1%
CCWA
2108
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$407K -$252K -6,481 -38%
MPCG
2109
Matrix Private Capital Group
New York
$406K -$51.4K -1,322 -11%
DIM
2110
Delta Investment Management
California
$406K -$3.46K -89 -0.8%
IF
2111
IRON Financial
Illinois
$406K
BLAM
2112
Bourne Lent Asset Management
New York
$405K
CBT
2113
Central Bank & Trust
Kentucky
$404K -$45.7K -1,176 -10%
WAS
2114
Wealth Advisory Solutions
Indiana
$403K -$271K -6,977 -40%
PCP
2115
Proficio Capital Partners
Massachusetts
$402K -$78.8K -2,027 -16%
BFG
2116
Bouchey Financial Group
New York
$402K +$52.6K +1,355 +15%
BWP
2117
Bernardo Wealth Planning
Pennsylvania
$401K +$10.3K +264 +3%
PFA
2118
Petra Financial Advisors
Colorado
$401K +$23.3K +600 +6%
RPCONE
2119
Retirement Planning Company of New England
Rhode Island
$401K +$25.7K +661 +7%
OCM
2120
Orion Capital Management
California
$400K
MAM
2121
Meeder Asset Management
Ohio
$399K +$52.1K +1,340 +15%
GWP
2122
Gateway Wealth Partners
Wisconsin
$399K +$81.8K +2,104 +26%
WWA
2123
WCG Wealth Advisors
Nevada
$399K +$399K +10,271 New
BWAM
2124
Boyd Watterson Asset Management
Ohio
$398K +$33.6K +863 +9%
AWG
2125
Altus Wealth Group
Colorado
$398K -$16.3K -419 -4%