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 %
SIC
2226
Sterling Investment Counsel
New York
$328K -$40.1K -973 -11%
MAG
2227
Mayfair Advisory Group
Alabama
$328K
MAM
2228
McLean Asset Management
Virginia
$328K +$40.8K +994 +14%
KAM
2229
Kraft Asset Management
Tennessee
$327K +$32.3K +784 +11%
GWA
2230
GGM Wealth Advisors
Maryland
$327K +$454 +11 +0.1%
FNWM
2231
Financial Network Wealth Management
Utah
$326K +$326K +7,924 New
COCM
2232
Charter Oak Capital Management
New Hampshire
$326K -$41K -995 -11%
MJRIC
2233
Mogy Joel R Investment Counsel
California
$326K
CPA
2234
Clear Point Advisors
New York
$325K +$4.5K +109 +1%
CIS
2235
Custom Index Systems
New York
$325K +$325K +7,877 New
BL
2236
Balentine LLC
Georgia
$325K -$2.98M -72,262 -90%
SPWM
2237
Schrum Private Wealth Management
Florida
$325K -$56.5K -1,371 -15%
MPCG
2238
Matrix Private Capital Group
New York
$325K +$1.94K +47 +0.6%
HG
2239
Harbor Group
New Hampshire
$324K -$8.58K -208 -3%
CPW
2240
Cove Private Wealth
New York
$324K
SCM
2241
SOL Capital Management
Maryland
$324K -$55.7K -1,350 -15%
GKWIM
2242
Gerber Kawasaki Wealth & Investment Management
California
$324K -$23.3K -564 -7%
MLL
2243
Moody Lynn & Lieberson
Massachusetts
$324K
VCG
2244
Vantage Consulting Group
Virginia
$323K -$7.71K -187 -2%
SMA
2245
Seven Mile Advisory
New Jersey
$323K -$86.2K -2,090 -21%
JC
2246
Jentner Corp
Ohio
$322K +$907 +22 +0.3%
AP
2247
Appleton Partners
Massachusetts
$322K +$20.4K +495 +7%
CFA
2248
Capstone Financial Advisors
Illinois
$321K +$247 +6 +0.1%
VC
2249
Vicus Capital
Pennsylvania
$321K +$116K +2,804 +56%
FA
2250
FDx Advisors
Illinois
$321K -$154K -3,725 -32%