2,867 hedge funds and large institutions have $109B invested in Verizon in 2024 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,231 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,867
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.8%
New
181
Increased
1,231
Reduced
1,219
Closed
117
Calls
$1.68B
Puts
$1.39B
Net Calls
+$289M
Net Calls Change
-$90.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
2201
MontVue Capital Management
Virginia
$341K +$55.9K +1,356 +20%
S
2202
SimplyRich
California
$340K +$33.4K +812 +11%
BFM
2203
Boston Financial Management
Massachusetts
$340K -$38.4K -932 -10%
OC
2204
Oakworth Capital
Alabama
$340K +$7.92K +192 +2%
APW
2205
Austin Private Wealth
Texas
$338K +$42.7K +1,035 +14%
HCP
2206
Hardin Capital Partners
South Carolina
$338K +$338K +8,184 New
KFC
2207
Klingenstein Fields & Co
New York
$337K
JWWM
2208
Johnson & White Wealth Management
Pennsylvania
$337K +$130K +3,148 +63%
BWAM
2209
Boyd Watterson Asset Management
Ohio
$335K
LWM
2210
Lodestone Wealth Management
Washington
$334K -$8.08K -196 -2%
V
2211
ViaWealth
Kansas
$334K -$108K -2,620 -24%
CAM
2212
Covenant Asset Management
New Jersey
$334K -$28.9K -700 -8%
LWCFA
2213
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$334K -$70.9K -1,710 -18%
GIA
2214
GHP Investment Advisors
Colorado
$334K -$4.91K -119 -1%
LWM
2215
Lakeridge Wealth Management
Ohio
$333K -$5.44K -132 -2%
FCFC
2216
First Commonwealth Financial Corp
Pennsylvania
$333K -$12.9K -314 -4%
PIA
2217
Pinion Investment Advisors
Kansas
$333K -$12.9K -312 -4%
BDFN
2218
Bond & Devick Financial Network
Minnesota
$332K +$13.1K +318 +4%
TSWM
2219
Tyler-Stone Wealth Management
Ohio
$332K -$20.5K -497 -6%
TCOK
2220
Trust Company of Kansas
Kansas
$331K -$11.7K -285 -3%
GAB
2221
German American Bancorp
Indiana
$331K
LFA
2222
Laraway Financial Advisors
Minnesota
$329K +$4.58K +111 +1%
RPWA
2223
Regent Peak Wealth Advisors
Georgia
$329K +$11.1K +270 +4%
SPWG
2224
Sage Private Wealth Group
Illinois
$329K +$44K +1,067 +15%
AWA
2225
Acorn Wealth Advisors
Michigan
$328K -$79.7K -1,933 -20%