2,828 hedge funds and large institutions have $104B invested in Verizon in 2022 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 991 increasing their positions, 1,399 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,828
Holders Change
+82
Holders Change %
+2.99%
% of All Funds
45.63%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
1.03%
New
293
Increased
991
Reduced
1,399
Closed
156
Calls
$1.51B
Puts
$1.62B
Net Calls
-$111M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
2251
RKL Wealth Management
Pennsylvania
$337K -$82.5K -2,093 -20%
TAM
2252
Taurus Asset Management
New York
$336K +$11.5K +291 +4%
SRC
2253
Shufro Rose & Co
New York
$336K -$142K -3,598 -30%
PPWM
2254
Paragon Private Wealth Management
Kentucky
$336K +$16.4K +416 +5%
RSVP
2255
Ramsay Stattman Vela & Price
Colorado
$335K +$335K +8,512 New
SWK
2256
Stephen W. Kidder
$335K +$335K +8,506 New
KIA
2257
KLR Investment Advisors
Rhode Island
$335K +$335K +8,493 New
Edgewood Management
2258
Edgewood Management
Connecticut
$334K -$5.44K -138 -2%
EIP
2259
Ellis Investment Partners
Pennsylvania
$333K +$60.9K +1,546 +22%
VAG
2260
VisionPoint Advisory Group
Texas
$333K +$109K +2,706 +49%
RPWA
2261
Regent Peak Wealth Advisors
Georgia
$333K -$48.4K -1,231 -13%
FWM
2262
Fairhaven Wealth Management
Illinois
$333K -$14.5K -369 -4%
RA
2263
RiverPark Advisors
New York
$332K
GCA
2264
Guardian Capital Advisors
Ontario, Canada
$332K
BBWA
2265
Bell & Brown Wealth Advisors
California
$331K +$21K +534 +7%
CSC
2266
Caldwell Sutter Capital
California
$331K +$331K +8,403 New
WAM
2267
Weinberger Asset Management
California
$330K +$34.8K +883 +12%
TLFA
2268
True Link Financial Advisors
California
$329K
ASFA
2269
All Season Financial Advisors
Colorado
$329K +$329K +8,347 New
MWM
2270
Merriman Wealth Management
Washington
$328K -$103K -2,620 -24%
WFA
2271
WestHill Financial Advisors
California
$328K -$31.1K -790 -9%
QCIG
2272
Quad-Cities Investment Group
Iowa
$327K -$70.5K -1,789 -18%
LT
2273
Legacy Trust
Michigan
$327K +$327K +8,289 New
PAM
2274
Peak Asset Management
Colorado
$326K -$56.4K -1,432 -15%
MPIA
2275
Mountain Pacific Investment Advisers
Idaho
$326K -$76.8K -1,950 -19%