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 %
LT
2251
Legacy Trust
Michigan
$321K -$1.48K -38 -0.5%
KWS
2252
Keystone Wealth Services
California
$319K -$49.6K -1,276 -13%
NRI
2253
NFP Retirement Inc
California
$319K +$10.2K +262 +3%
FNWM
2254
Financial Network Wealth Management
Utah
$319K -$26.5K -682 -8%
FDDB
2255
Fidelity D&D Bancorp
Pennsylvania
$318K +$318K +7,585 New
SL
2256
Sentry LLC
Tennessee
$318K +$318K +8,181 New
CPC
2257
Congress Park Capital
New York
$318K +$1.95K +50 +0.6%
RTC
2258
Riverview Trust Company
Washington
$318K +$4.43K +114 +1%
LWM
2259
Lodestone Wealth Management
Washington
$318K +$428 +11 +0.1%
TAM
2260
Taurus Asset Management
New York
$317K -$14.7K -379 -4%
CBC
2261
Coombe, Bender & Co
New York
$317K +$176K +4,526 +125%
CAGAS
2262
Capital Advisory Group Advisory Services
Minnesota
$316K +$96.3K +2,476 +44%
IWN
2263
Independent Wealth Network
Iowa
$316K +$78 +2 +0%
BWM
2264
Baron Wealth Management
Michigan
$314K +$10.8K +278 +4%
NFA
2265
Northern Financial Advisors
Michigan
$314K -$95.6K -2,459 -23%
RF
2266
Rollins Financial
Georgia
$314K +$314K +8,070 New
PTCG
2267
Pring Turner Capital Group
California
$313K -$27.8K -715 -8%
PAM
2268
Peak Asset Management
Colorado
$312K -$9.72K -250 -3%
FAM
2269
Flaharty Asset Management
Florida
$312K -$778 -20 -0.2%
RCWM
2270
Royal Capital Wealth Management
Indiana
$312K +$12.8K +330 +4%
SIS
2271
Sound Income Strategies
Florida
$312K +$5.95K +153 +2%
VCM
2272
Versant Capital Management
Arizona
$312K +$57.6K +1,482 +23%
WOSD
2273
WFA of San Diego
California
$311K -$45.7K -1,174 -13%
CFA
2274
Compass Financial Advisors
Indiana
$311K -$8.52K -219 -3%
JGIA
2275
Jackson Grant Investment Advisers
Connecticut
$311K -$9.72K -250 -3%