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 %
ECM
2276
Exchange Capital Management
Michigan
$290K +$42.1K +1,118 +17%
SWM
2277
SFG Wealth Management
Maryland
$290K +$113 +3 +0%
EA
2278
Eudaimonia Advisors
Tennessee
$290K -$108K -2,860 -27%
GG
2279
Gleason Group
Kentucky
$290K -$92.6K -2,456 -24%
CPA
2280
Clear Point Advisors
New York
$290K +$290K +7,679 New
SEIA
2281
Signature Estate & Investment Advisors
California
$289K +$289K +7,646 New
LCM
2282
Leisure Capital Management
California
$289K -$1.27M -33,558 -81%
MPM
2283
Meritage Portfolio Management
Kansas
$287K +$287K +7,617 New
BFC
2284
Bedel Financial Consulting
Indiana
$287K -$17.9K -474 -6%
TRIA
2285
Trail Ridge Investment Advisors
Colorado
$287K -$528 -14 -0.2%
RPWA
2286
Regent Peak Wealth Advisors
Georgia
$287K +$40.5K +1,074 +16%
GFG
2287
Goldstone Financial Group
Illinois
$286K +$16.9K +448 +6%
SAA
2288
Southeast Asset Advisors
Georgia
$286K +$286K +7,589 New
JGIA
2289
Jackson Grant Investment Advisers
Connecticut
$286K -$12.3K -327 -4%
BCM
2290
Blume Capital Management
California
$285K -$94.5K -2,507 -25%
SPWM
2291
Spartan Planning & Wealth Management
North Carolina
$285K +$284K +7,543 +125,717%
AGWCA
2292
Annis Gardner Whiting Capital Advisors
Florida
$284K +$78.3K +2,077 +38%
TPWM
2293
Twelve Points Wealth Management
Massachusetts
$284K +$5.58K +148 +2%
TA
2294
TruWealth Advisors
Louisiana
$283K +$1.62K +43 +0.6%
S
2295
SimplyRich
California
$283K +$11.3K +299 +4%
DLHL
2296
Donald L. Hagan LLC
Florida
$283K +$189 +5 +0.1%
CG
2297
Clarus Group
Texas
$283K -$42K -1,115 -13%
EFL
2298
ERn Financial LLC
Wisconsin
$283K -$4.83K -124 -2%
LSA
2299
Lion Street Advisors
Texas
$282K -$331K -8,784 -54%
VFP
2300
Verus Financial Partners
Virginia
$282K +$282K +6,640 New