2,883 hedge funds and large institutions have $117B invested in Verizon in 2024 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 1,243 increasing their positions, 1,219 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,883
Holders Change
+16
Holders Change %
+0.56%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.8%
New
186
Increased
1,243
Reduced
1,219
Closed
139
Calls
$2.1B
Puts
$2.04B
Net Calls
+$53.6M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
2276
Burt Wealth Advisors
Maryland
$327K -$9.93K -221 -3%
PCFFS
2277
Pacific Center for Financial Services
California
$327K +$32.1K +715 +11%
KFC
2278
Klingenstein Fields & Co
New York
$327K -$40.6K -903 -11%
EFA
2279
Evernest Financial Advisors
Indiana
$325K -$21K -467 -6%
TWM
2280
TCFG Wealth Management
California
$325K +$325K +7,245 New
BTWM
2281
Brass Tax Wealth Management
Ohio
$325K +$34.4K +767 +12%
KAM
2282
Kraft Asset Management
Tennessee
$324K -$32.7K -727 -9%
MCM
2283
MontVue Capital Management
Virginia
$322K -$50K -1,113 -13%
JLBC
2284
J.L. Bainbridge & Co
Florida
$321K +$23.7K +528 +8%
SWA
2285
SOA Wealth Advisors
New York
$320K +$15.5K +346 +5%
FPCP
2286
Fort Point Capital Partners
California
$320K +$8.22K +183 +3%
BFC
2287
Bedel Financial Consulting
Indiana
$320K -$7.73K -172 -2%
WAG
2288
Winthrop Advisory Group
Massachusetts
$320K -$5.75K -128 -2%
KA
2289
Klingman & Associates
New York
$320K -$17.1K -381 -5%
CCT
2290
Capital City Trust
Florida
$319K +$16.2K +360 +5%
DWAM
2291
Duncan Williams Asset Management
Tennessee
$318K +$318K +7,082 New
HGWM
2292
Horst & Graben Wealth Management
Oregon
$318K +$318K +7,075 New
MFC
2293
Mechanics Financial Corp
Ohio
$318K -$770K -17,135 -71%
LWCFA
2294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$317K -$19.7K -470 -6%
SIM
2295
Stratos Investment Management
Ohio
$317K -$808 -18 -0.3%
WW
2296
Waterfront Wealth
Kansas
$316K +$18.2K +438 +6%
RFA
2297
Register Financial Advisors
Georgia
$315K +$2.43K +54 +0.8%
WCFA
2298
Walkner Condon Financial Advisors
Wisconsin
$315K +$87.5K +1,948 +38%
AWC
2299
Adamsbrown Wealth Consultants
Kansas
$315K +$12K +268 +4%
PRI
2300
Prepared Retirement Institute
Pennsylvania
$315K -$12.4K -277 -4%