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 %
CA
2176
Callahan Advisors
Texas
$333K -$979K -25,959 -75%
CC
2177
Cadinha & Co
Hawaii
$332K -$4.75K -126 -1%
AWM
2178
Affinity Wealth Management
Delaware
$332K +$7.62K +202 +2%
DDC
2179
DF Dent & Co
Maryland
$331K -$33.7K -895 -9%
FOA
2180
Five Oceans Advisors
California
$331K +$331K +8,779 New
SWA
2181
SOA Wealth Advisors
New York
$331K -$710K -18,839 -68%
AP
2182
Appleton Partners
Massachusetts
$330K -$1.55K -41 -0.5%
WTB
2183
Washington Trust Bank
Washington
$330K -$9.46K -251 -3%
AAP
2184
Arax Advisory Partners
Colorado
$329K -$144K -3,824 -30%
CW
2185
CIC Wealth
Maryland
$328K +$74K +1,963 +29%
CCA
2186
Childress Capital Advisors
Texas
$327K -$56.8K -1,507 -15%
NFG
2187
Nadler Financial Group
Illinois
$326K
WAM
2188
Weinberger Asset Management
California
$326K +$7.92K +210 +2%
PWMG
2189
Provence Wealth Management Group
California
$325K +$63.6K +1,687 +24%
TPW
2190
Tiller Private Wealth
Pennsylvania
$325K +$46.1K +1,223 +17%
WAC
2191
William Allan Corp
Colorado
$325K +$30.5K +809 +10%
CC
2192
Constitution Capital
Connecticut
$325K -$92.4K -2,450 -22%
HCM
2193
Hall Capital Management
Rhode Island
$323K -$309K -8,192 -49%
FA
2194
Faithward Advisors
Pennsylvania
$323K -$11.2K -270 -3%
ITIM
2195
Indiana Trust & Investment Management
Indiana
$322K -$110K -2,927 -25%
JWM
2196
JGP Wealth Management
Oregon
$322K +$23.9K +633 +8%
TFCP
2197
Twin Focus Capital Partners
Massachusetts
$321K +$321K +8,516 New
RSVP
2198
Ramsay Stattman Vela & Price
Colorado
$321K
CBT
2199
CoreFirst Bank & Trust
Kansas
$320K -$197K -5,237 -38%
SWP
2200
Summit Wealth Partners
Florida
$319K +$4.3K +114 +1%