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 %
CCG
2251
Chatham Capital Group
Georgia
$298K -$35.8K -950 -11%
FNWM
2252
Financial Network Wealth Management
Utah
$298K +$34.3K +912 +13%
MJRIC
2253
Mogy Joel R Investment Counsel
California
$298K
BFM
2254
Boston Financial Management
Massachusetts
$298K -$9.31K -247 -3%
GWP
2255
Gateway Wealth Partners
Wisconsin
$297K -$124K -3,290 -29%
CCP
2256
Clarity Capital Partners
California
$297K +$297K +7,867 New
CPW
2257
Cove Private Wealth
New York
$296K +$296K +7,861 New
MLL
2258
Moody Lynn & Lieberson
Massachusetts
$296K -$1.85K -49 -0.6%
PCA
2259
Pallas Capital Advisors
Massachusetts
$295K -$44.2K -1,173 -13%
NFA
2260
Northwest Financial Advisors
Virginia
$295K +$295K +7,832 New
BAM
2261
Byrne Asset Management
New Jersey
$295K -$19.1K -512 -6%
RWP
2262
Revolve Wealth Partners
New Jersey
$295K -$2.34K -62 -0.8%
BWG
2263
Beta Wealth Group
California
$295K -$2.95M -78,242 -91%
WAG
2264
Wiser Advisor Group
Arizona
$295K +$295K +7,812 New
MPCG
2265
Matrix Private Capital Group
New York
$294K +$294K +7,807 New
IWM
2266
Integris Wealth Management
California
$294K +$294K +7,800 New
OCM
2267
Orion Capital Management
California
$294K -$37.7K -1,000 -11%
EFA
2268
Evernest Financial Advisors
Indiana
$294K +$294K +7,791 New
MWC
2269
MBM Wealth Consultants
Missouri
$293K +$8.07K +192 +3%
FDDB
2270
Fidelity D&D Bancorp
Pennsylvania
$293K -$63K -1,672 -18%
JC
2271
Jentner Corp
Ohio
$293K +$905 +24 +0.3%
RTC
2272
Riverview Trust Company
Washington
$293K -$29.2K -774 -9%
EW
2273
Element Wealth
Mississippi
$292K +$292K +7,756 New
MWM
2274
Merriman Wealth Management
Washington
$292K +$9.73K +258 +3%
BG
2275
Benedetti & Gucer
Georgia
$291K +$13.8K +366 +5%