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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
OPCM
2176
Osborne Partners Capital Management
California
$271K -$53.5K -1,584 -16%
SIC
2177
SFE Investment Counsel
California
$270K -$19.9K -590 -7%
HI
2178
Human Investing
Oregon
$269K -$65.7K -1,943 -19%
NEWAS
2179
N.E.W. Advisory Services
Wisconsin
$269K -$19K -561 -6%
HG
2180
Harbor Group
New Hampshire
$268K +$608 +18 +0.2%
SWP
2181
Semus Wealth Partners
Florida
$268K -$27K -798 -9%
FC
2182
Fusion Capital
South Carolina
$268K +$710 +21 +0.3%
MFG
2183
Magnus Financial Group
New York
$268K -$175K -5,178 -39%
W
2184
WealthOne
New York
$266K -$147K -4,359 -35%
BWA
2185
Beam Wealth Advisors
Louisiana
$266K -$65.9K -1,951 -19%
BWAM
2186
Boyd Watterson Asset Management
Ohio
$265K -$169 -5 -0.1%
NB
2187
Nicolet Bankshares
Wisconsin
$264K -$30.6K -906 -10%
BFM
2188
Boston Financial Management
Massachusetts
$264K -$1.58M -46,617 -85%
MAWCM
2189
Mine & Arao Wealth Creation & Management
California
$263K -$92.2K -2,729 -25%
BFC
2190
Bedel Financial Consulting
Indiana
$262K +$3.21K +95 +1%
TAM
2191
Taurus Asset Management
New York
$260K
AWC
2192
Adamsbrown Wealth Consultants
Kansas
$258K -$4.49K -133 -2%
SPA
2193
Shore Point Advisors
New Jersey
$258K +$3.01K +89 +1%
WW
2194
Waterfront Wealth
Kansas
$258K -$28.7K -850 -9%
MCCA
2195
Mill Creek Capital Advisors
Pennsylvania
$257K -$72.8K -2,154 -21%
PCP
2196
Proficio Capital Partners
Massachusetts
$257K -$37.2K -1,101 -12%
JGIA
2197
Jackson Grant Investment Advisers
Connecticut
$256K -$3.11K -92 -1%
MCM
2198
Manchester Capital Management
Vermont
$256K -$43K -1,273 -14%
MJRIC
2199
Mogy Joel R Investment Counsel
California
$256K -$162K -4,784 -38%
RMCM
2200
Reynders McVeigh Capital Management
Massachusetts
$256K -$294K -8,699 -52%

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.