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 %
SIS
2326
Sound Income Strategies
Florida
$267K -$30.8K -827 -10%
SP
2327
Successful Portfolios
Florida
$267K -$207K -5,559 -44%
RVPG
2328
Relative Value Partners Group
$267K -$10.5K -282 -4%
S
2329
SimplyRich
California
$267K +$6.54K +176 +3%
FZCM
2330
Flynn Zito Capital Management
New York
$266K +$49.7K +1,337 +23%
RB
2331
Richmond Brothers
Michigan
$266K -$79.4K -2,135 -23%
HCM
2332
Hilton Capital Management
New York
$266K +$3.94K +106 +2%
FOA
2333
Five Oceans Advisors
California
$266K +$66.4K +1,786 +33%
TFS
2334
Thoroughbred Financial Services
Tennessee
$265K -$68K -1,834 -20%
ACP
2335
Aviance Capital Partners
Florida
$265K -$22.6K -609 -8%
PCMC
2336
Paragon Capital Management (Colorado)
Colorado
$265K
WAM
2337
Walker Asset Management
Missouri
$265K +$2.83K +76 +1%
EWM
2338
Executive Wealth Management
Michigan
$264K -$3.67M -98,745 -93%
QCM
2339
Qsemble Capital Management
New York
$264K +$264K +7,100 New
JWA
2340
JFS Wealth Advisors
Pennsylvania
$264K -$17.1K -460 -6%
TF
2341
TimeScale Financial
Massachusetts
$264K -$1.53K -41 -0.6%
MAM
2342
McLean Asset Management
Virginia
$263K -$2.6K -70 -1%
TCM
2343
Towercrest Capital Management
Pennsylvania
$263K +$27.1K +728 +11%
CPA
2344
Capital Planning Advisors
California
$262K -$4.02K -108 -2%
WCMN
2345
Westchester Capital Management (Nebraska)
Nebraska
$261K
MWM
2346
Moran Wealth Management
Florida
$261K +$261K +7,022 New
CWA
2347
Carolina Wealth Advisors
South Carolina
$261K -$5.58K -150 -2%
EFM
2348
E Fund Management
China
$261K -$29.8K -802 -10%
EBA
2349
Eagle Bay Advisors
New York
$261K -$21.3K -573 -8%
BA
2350
Ballast Advisors
Minnesota
$261K -$34.6K -931 -12%