2,811 hedge funds and large institutions have $103B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 1,428 increasing their positions, 1,012 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,811
Holders Change
-17
Holders Change %
-0.6%
% of All Funds
44.99%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
182
Increased
1,428
Reduced
1,012
Closed
136
Calls
$1.37B
Puts
$1.39B
Net Calls
-$20.9M
Net Calls Change
+$90.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
2226
SFE Investment Counsel
California
$336K +$6.78K +180 +2%
TFA
2227
Triad Financial Advisors
North Carolina
$336K -$9.33K -240 -3%
AWC
2228
Adamsbrown Wealth Consultants
Kansas
$335K +$2.84K +73 +0.9%
MPW
2229
Monterey Private Wealth
California
$335K +$31.2K +801 +10%
EWA
2230
ERTS Wealth Advisors
Michigan
$334K -$41K -1,054 -11%
LWM
2231
LJI Wealth Management
Indiana
$334K +$25.3K +651 +8%
MCWS
2232
McKinley Carter Wealth Services
West Virginia
$334K -$171K -4,401 -34%
EIP
2233
Ellis Investment Partners
Pennsylvania
$333K +$3.89K +100 +1%
RSVP
2234
Ramsay Stattman Vela & Price
Colorado
$331K
CWM
2235
Calamos Wealth Management
Illinois
$331K -$257K -6,615 -44%
Edgewood Management
2236
Edgewood Management
Connecticut
$330K
SAM
2237
Sawgrass Asset Management
Florida
$329K -$3.32M -85,284 -91%
FC
2238
Fusion Capital
South Carolina
$329K +$19.6K +503 +6%
HIP
2239
HUB Investment Partners
Texas
$329K +$329K +8,452 New
MWM
2240
Merriman Wealth Management
Washington
$328K +$3.35K +86 +1%
GG
2241
Greenwood Gearhart
Arkansas
$327K -$63.5K -1,634 -16%
WAM
2242
Weinberger Asset Management
California
$326K +$156 +4 +0%
PPWM
2243
Paragon Private Wealth Management
Kentucky
$325K -$6.38K -164 -2%
KA
2244
Kooman & Associates
Pennsylvania
$325K +$325K +8,359 New
TLFA
2245
True Link Financial Advisors
California
$325K
BWA
2246
Beam Wealth Advisors
Louisiana
$324K -$15.2K -390 -4%
GGS
2247
Galvin Gaustad & Stein
Arizona
$323K +$4.55K +117 +1%
FWP
2248
Firethorn Wealth Partners
Georgia
$323K -$83.8K -2,166 -21%
EM
2249
ELCO Management
New York
$322K +$25.2K +648 +9%
MAM
2250
Mystic Asset Management
Rhode Island
$321K -$153K -3,937 -32%