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 %
SFG
2226
StrategIQ Financial Group
Indiana
$307K -$28.5K -757 -9%
VCM
2227
Vivaldi Capital Management
Illinois
$306K +$306K +7,626 New
SFG
2228
Sovereign Financial Group
Connecticut
$306K -$246K -6,514 -45%
BWAM
2229
Boyd Watterson Asset Management
Ohio
$306K -$2.11K -56 -0.7%
YIA
2230
YHB Investment Advisors
Connecticut
$304K -$494K -13,098 -62%
CAM
2231
Creekmur Asset Management
Illinois
$304K +$304K +8,066 New
SWP
2232
Semus Wealth Partners
Florida
$304K -$8.14K -216 -3%
LFA
2233
Laraway Financial Advisors
Minnesota
$304K +$19.3K +513 +7%
HG
2234
Harbor Group
New Hampshire
$304K -$8.45K -224 -3%
EIP
2235
Ellis Investment Partners
Pennsylvania
$304K -$24.9K -660 -8%
TCWA
2236
Turtle Creek Wealth Advisors
Texas
$304K +$304K +8,052 New
AG
2237
Algert Global
California
$303K -$278K -7,380 -48%
LWM
2238
Lodestone Wealth Management
Washington
$303K -$38.7K -1,026 -11%
CFG
2239
Carr Financial Group
Massachusetts
$302K -$6.75K -179 -2%
RZH
2240
Relyea Zuckerberg Hanson
Connecticut
$302K +$31.3K +830 +12%
TAM
2241
Taurus Asset Management
New York
$302K -$415 -11 -0.1%
MAG
2242
Mayfair Advisory Group
Alabama
$302K -$544 -14 -0.2%
EW
2243
Evoke Wealth
California
$302K -$618K -16,401 -67%
NB
2244
Nicolet Bankshares
Wisconsin
$301K -$6.03K -160 -2%
LOIP
2245
Live Oak Investment Partners
Texas
$301K -$985K
MS
2246
Maven Securities
Jersey
$301K +$301K +8,017 New
WA
2247
Waddell & Associates
Tennessee
$300K -$179K -4,808 -37%
TMWM
2248
Taylor & Morgan Wealth Management
Michigan
$299K -$41.7K -1,107 -12%
EWA
2249
EverSource Wealth Advisors
Alabama
$299K +$104K +2,760 +53%
APA
2250
Astoria Portfolio Advisors
New York
$299K -$272K -6,612 -48%