2,747 hedge funds and large institutions have $97.4B invested in Verizon in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,116 increasing their positions, 1,300 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,747
Holders Change
-64
Holders Change %
-2.28%
% of All Funds
43.32%
Holding in Top 10
41
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-30.51%
% of All Funds
0.65%
New
139
Increased
1,116
Reduced
1,300
Closed
176
Calls
$1.62B
Puts
$1.31B
Net Calls
+$313M
Net Calls Change
+$334M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
2226
Socha Financial Group
New York
$310K +$80.2K +2,156 +35%
GKWIM
2227
Gerber Kawasaki Wealth & Investment Management
California
$309K +$49.1K +1,319 +19%
LWM
2228
Lodestone Wealth Management
Washington
$309K +$4.91K +132 +2%
FFWM
2229
Future Financial Wealth Management
Ohio
$308K +$22.7K +611 +8%
BBWA
2230
Bell & Brown Wealth Advisors
California
$308K +$22.1K +594 +8%
HG
2231
Harbor Group
New Hampshire
$307K -$54K -1,452 -15%
LF
2232
LifeSteps Financial
California
$307K -$18.3K -491 -6%
LPT
2233
Legacy Private Trust
Wisconsin
$307K -$31.5K -848 -9%
IWN
2234
Independent Wealth Network
Iowa
$307K +$4.72K +127 +2%
FC
2235
Fusion Capital
South Carolina
$306K -$8.22K -221 -3%
BCA
2236
Bray Capital Advisors
Florida
$305K -$262K -7,032 -46%
W
2237
Wealthquest
Ohio
$305K +$305K +8,202 New
PCA
2238
Private Capital Advisors
Connecticut
$305K +$111K +3,000 +58%
BCM
2239
Bluefin Capital Management
New York
$305K +$305K +8,200 New
OPPS
2240
Obsidian Personal Planning Solutions
Maryland
$305K +$20.8K +558 +7%
BWAM
2241
Boyd Watterson Asset Management
Ohio
$304K -$77K -2,070 -20%
GGS
2242
Galvin Gaustad & Stein
Arizona
$304K -$5.54K -149 -2%
CWM
2243
Cedar Wealth Management
California
$304K -$291K -7,828 -49%
FWP
2244
Firethorn Wealth Partners
Georgia
$303K -$7.03K -189 -2%
SIC
2245
Samalin Investment Counsel
New York
$302K -$193K -5,200 -39%
Edgewood Management
2246
Edgewood Management
Connecticut
$301K -$14.2K -382 -5%
AWC
2247
Adamsbrown Wealth Consultants
Kansas
$301K -$19.9K -534 -6%
HTHT
2248
Hemenway Trust Hemenway Trust
New Hampshire
$300K -$37.6K -1,011 -11%
GFG
2249
Goldstone Financial Group
Illinois
$299K +$19.3K +519 +7%
AWS
2250
Aspen Wealth Strategies
Colorado
$298K +$298K +8,022 New