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 %
TAM
2251
Taurus Asset Management
New York
$298K -$5.17K -139 -2%
JGIA
2252
Jackson Grant Investment Advisers
Connecticut
$298K +$669 +18 +0.2%
BFC
2253
Bedel Financial Consulting
Indiana
$297K +$20K +537 +7%
MSCM
2254
McElhenny Sheffield Capital Management
Texas
$297K +$4.84K +130 +2%
CAMV
2255
Concord Asset Management (Virginia)
Virginia
$296K +$93K +2,500 +46%
CC
2256
Centiva Capital
New York
$296K -$1.29M -34,790 -81%
SFS
2257
Security Financial Services
Indiana
$295K +$48.5K +1,303 +20%
TDC
2258
Thompson Davis & Co
Virginia
$295K +$295K +7,930 New
VF
2259
Vest Financial
Virginia
$295K +$295K +7,926 New
DCBT
2260
Dakota Community Bank & Trust
North Dakota
$294K +$61.7K +1,658 +27%
MM
2261
MQS Management
New York
$293K +$293K +7,889 New
OWA
2262
Opal Wealth Advisors
New York
$293K +$3.09K +83 +1%
SPA
2263
Shore Point Advisors
New Jersey
$292K +$1K +27 +0.3%
WCM
2264
Weik Capital Management
Pennsylvania
$292K +$26K +700 +10%
MLL
2265
Moody Lynn & Lieberson
Massachusetts
$291K -$344K -9,257 -54%
KA
2266
Kooman & Associates
Pennsylvania
$290K -$20.5K -550 -7%
PAM
2267
Peak Asset Management
Colorado
$290K -$9K -242 -3%
TPWM
2268
Twelve Points Wealth Management
Massachusetts
$290K +$4.65K +125 +2%
ATWA
2269
Arbor Trust Wealth Advisors
Michigan
$289K -$50.2K -1,350 -15%
DOA
2270
D'Orazio & Associates
Virginia
$287K +$287K +7,728 New
JC
2271
Jentner Corp
Ohio
$287K +$8.22K +221 +3%
FAM
2272
Flaharty Asset Management
Florida
$287K -$11.2K -300 -4%
BWM
2273
Baron Wealth Management
Michigan
$287K -$13.1K -352 -4%
BPFA
2274
Barnes Pettey Financial Advisors
Mississippi
$287K +$7.62K +205 +3%
CWA
2275
CM Wealth Advisors
Ohio
$287K -$666K -19,190 -70%