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2,608 hedge funds and large institutions have $83.4B invested in Verizon in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 1,023 increasing their positions, 1,289 reducing their positions, and 260 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.33B

1.3% less ownership

Funds ownership: 62.37%61.06% (-1.3%)

6% less funds holding

Funds holding: 2,7632,608 (-155)

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

15% less capital invested

Capital invested by funds: $97.7B → $83.4B (-$14.3B)

21% less repeat investments, than reductions

Existing positions increased: 1,023 | Existing positions reduced: 1,289

48% less first-time investments, than exits

New positions opened: 135 | Existing positions closed: 260

Holders
2,608
Holders Change
-155
Holders Change %
-5.61%
% of All Funds
41.38%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
135
Increased
1,023
Reduced
1,289
Closed
260
Calls
$1.36B
Puts
$1.33B
Net Calls
+$37.3M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2126
Lodestone Wealth Management
Washington
$293K +$25.2K +747 +9%
TMWM
2127
Taylor & Morgan Wealth Management
Michigan
$293K -$5.51K -163 -2%
PPWM
2128
Paragon Private Wealth Management
Kentucky
$293K +$12.1K +359 +4%
CJFS
2129
Coulter & Justus Financial Services
Tennessee
$292K +$83K +2,457 +37%
SWM
2130
Selective Wealth Management
Virginia
$292K -$8.82K -261 -3%
GCIA
2131
Gabelli & Co Investment Advisers
New York
$292K -$33.8K -1,000 -10%
WTB
2132
Washington Trust Bank
Washington
$291K -$7.91K -234 -3%
OCM
2133
One Capital Management
California
$291K -$104K -3,066 -25%
JJBC
2134
James J. Burns & Company
New York
$291K -$7.97K -236 -3%
RGC
2135
Roberts, Glore & Co
Illinois
$291K -$18.3K -542 -6%
TFA
2136
Triad Financial Advisors
North Carolina
$291K +$10.5K +311 +4%
CC
2137
Cadinha & Co
Hawaii
$290K -$71.1K -2,103 -19%
MAM
2138
Meeder Asset Management
Ohio
$290K -$44.7K -1,323 -13%
FA
2139
Faithward Advisors
Pennsylvania
$289K -$58.5K -1,730 -18%
PCA
2140
Private Capital Advisors
Connecticut
$289K
TCOK
2141
Trust Company of Kansas
Kansas
$289K +$46.6K +1,379 +18%
SFG
2142
StrategIQ Financial Group
Indiana
$288K -$14.6K -432 -5%
PWA
2143
Provenance Wealth Advisors
Florida
$288K +$300K +8,881 New
AWM
2144
Accel Wealth Management
Iowa
$288K -$52.3K -1,548 -15%
HWA
2145
Heritage Wealth Advisors
Virginia
$287K -$11.2K -331 -4%
CCG
2146
Chatham Capital Group
Georgia
$287K -$3.21K -95 -1%
SIS
2147
Sound Income Strategies
Florida
$287K +$56.1K +1,660 +23%
HWA
2148
HCR Wealth Advisors
California
$285K -$13.5K -401 -4%
PFA
2149
Petra Financial Advisors
Colorado
$285K +$50.6K +1,498 +21%
AP
2150
Appleton Partners
Massachusetts
$285K -$36.4K -1,078 -11%

VZ Hedge Fund Activity: Q3 2023 in Review

2,608 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2023, worth a combined $83.4B — down 15% from $97.7B a quarter earlier.

Sellers outnumbered buyers: 260 funds closed out of VZ and 135 opened new positions — a net loss of 125 holders — while 1,289 trimmed existing stakes and 1,023 added.

The largest buyer was Arrowstreet Capital, adding an estimated $334M. The largest seller was Bank of America, cutting an estimated $932M.

  • 2,608 institutional investors held Verizon (VZ) as of Q3 2023, down from 2,763 in Q2 2023.
  • Funds reported $83.4B of Verizon stock for Q3 2023, down 15% quarter-over-quarter.
  • 135 funds opened new Verizon positions in Q3 2023 and 260 closed out, a net change of -125 holders.
  • The largest Verizon buyer in Q3 2023 was Arrowstreet Capital, an estimated $334M added.
  • The largest Verizon seller in Q3 2023 was Bank of America, an estimated $932M sold.

Based on aggregated 13F filings for Q3 2023.