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 %
WWM
2126
Waterway Wealth Management
Texas
$356K +$356K +9,454 New
LDB
2127
Lee, Danner & Bass
Tennessee
$356K -$170K -4,511 -32%
BFO
2128
Biltmore Family Office
North Carolina
$355K -$892K -23,663 -72%
CAG
2129
Crestwood Advisors Group
Massachusetts
$355K -$159K -4,226 -31%
BC
2130
Barrett & Company
Rhode Island
$355K -$22K -584 -6%
UF
2131
Univest Financial
Pennsylvania
$354K -$20.5K -544 -5%
RVPG
2132
Relative Value Partners Group
$354K -$92.1K -2,443 -21%
RPCONE
2133
Retirement Planning Company of New England
Rhode Island
$353K +$24.4K +647 +7%
THWM
2134
Taylor Hoffman Wealth Management
Virginia
$353K +$87.2K +2,314 +33%
CT
2135
Coastline Trust
Rhode Island
$352K -$209K -5,546 -37%
LWM
2136
LJI Wealth Management
Indiana
$352K -$2.19K -58 -0.6%
MWA
2137
Meridian Wealth Advisors
Texas
$352K -$63K -1,671 -15%
VAG
2138
VisionPoint Advisory Group
Texas
$352K -$51.3K -1,360 -13%
SMA
2139
Seven Mile Advisory
New Jersey
$351K +$34.8K +922 +11%
RWA
2140
Redmont Wealth Advisors
Illinois
$349K
KFC
2141
Klingenstein Fields & Co
New York
$348K +$69.8K +1,851 +25%
DFA
2142
Delta Financial Advisors
Louisiana
$348K -$220K -5,830 -39%
PWA
2143
Provenance Wealth Advisors
Florida
$346K +$11.3K +300 +3%
MAWCM
2144
Mine & Arao Wealth Creation & Management
California
$346K +$39.4K +1,046 +13%
PCMC
2145
Paragon Capital Management (Colorado)
Colorado
$346K +$75.4K +2,000 +28%
MCM
2146
Manchester Capital Management
Vermont
$345K +$47.2K +1,251 +16%
RRA
2147
Round Rock Advisors
Connecticut
$345K -$20.2K -537 -6%
EIA
2148
Eldridge Investment Advisors
New Hampshire
$345K -$14.6K -387 -4%
CG
2149
CFO4Life Group
Texas
$345K -$33.3K -883 -9%
SFB
2150
STAR Financial Bank
Indiana
$344K -$203K -5,374 -37%