2,593 hedge funds and large institutions have $83.2B invested in Verizon in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 1,015 increasing their positions, 1,285 reducing their positions, and 259 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,593
Holders Change
-154
Holders Change %
-5.61%
% of All Funds
41.34%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
134
Increased
1,015
Reduced
1,285
Closed
259
Calls
$1.36B
Puts
$1.33B
Net Calls
+$34.1M
Net Calls Change
-$279M
Name Holding Trade Value Shares
Change
Shares
Change %
NRI
2101
NFP Retirement Inc
California
$299K +$17.4K +538 +6%
9WM
2102
9258 Wealth Management
Ohio
$298K -$48K -1,480 -14%
QIM
2103
Quest Investment Management
Oregon
$298K
BCM
2104
Bluefin Capital Management
New York
$298K +$32.4K +1,000 +12%
SPWM
2105
Schrum Private Wealth Management
Florida
$297K -$63.7K -1,966 -18%
PGWM
2106
Pitti Group Wealth Management
New York
$296K -$8.65K -267 -3%
GC
2107
Gratus Capital
Georgia
$296K +$296K +9,130 New
MF
2108
Meridian Financial
Massachusetts
$295K -$40.8K -1,259 -12%
CFG
2109
Carr Financial Group
Massachusetts
$295K -$83.4K -2,315 -22%
RCA
2110
Resonant Capital Advisors
Wisconsin
$295K +$48.6K +1,499 +20%
CCM
2111
Check Capital Management
California
$294K -$38.9K -1,200 -12%
HEIP
2112
Hudson Edge Investment Partners
New Jersey
$294K -$3.86M -119,041 -93%
LWM
2113
Lodestone Wealth Management
Washington
$293K +$24.2K +747 +9%
TMWM
2114
Taylor & Morgan Wealth Management
Michigan
$293K -$5.28K -163 -2%
PPWM
2115
Paragon Private Wealth Management
Kentucky
$293K +$11.6K +359 +4%
CJFS
2116
Coulter & Justus Financial Services
Tennessee
$292K +$79.6K +2,457 +37%
SWM
2117
Selective Wealth Management
Virginia
$292K -$8.23K -261 -3%
GCIA
2118
Gabelli & Co Investment Advisers
New York
$292K -$32.4K -1,000 -10%
WTB
2119
Washington Trust Bank
Washington
$291K -$7.58K -234 -3%
OCM
2120
One Capital Management
California
$291K -$99.4K -3,066 -25%
JJBC
2121
James J. Burns & Company
New York
$291K -$7.64K -236 -3%
RGC
2122
Roberts, Glore & Co
Illinois
$291K -$17.6K -542 -6%
TFA
2123
Triad Financial Advisors
North Carolina
$291K +$10.1K +311 +4%
CC
2124
Cadinha & Co
Hawaii
$290K -$68.2K -2,103 -19%
MAM
2125
Meeder Asset Management
Ohio
$290K -$42.9K -1,323 -13%