2,867 hedge funds and large institutions have $109B invested in Verizon in 2024 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,231 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,867
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.8%
New
181
Increased
1,231
Reduced
1,219
Closed
117
Calls
$1.68B
Puts
$1.39B
Net Calls
+$289M
Net Calls Change
-$90.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CFS
2326
Commonwealth Financial Services
West Virginia
$288K +$5.65K +136 +2%
CJ
2327
Caitlin John
Michigan
$288K +$69.8K +1,693 +32%
RFA
2328
Register Financial Advisors
Georgia
$287K +$22.9K +555 +9%
BAG
2329
Bridgewealth Advisory Group
California
$287K -$271K -6,560 -48%
MAWA
2330
Moss Adams Wealth Advisors
Washington
$287K +$82.1K +1,991 +40%
FPCP
2331
Fort Point Capital Partners
California
$287K -$1.32K -32 -0.5%
BHWM
2332
Beaird Harris Wealth Management
Texas
$286K +$88.6K +2,149 +45%
MWM
2333
Marion Wealth Management
Pennsylvania
$286K -$140K -3,406 -33%
SXL
2334
Summit X LLC
Missouri
$286K +$84.1K +2,051 +42%
CYG
2335
Clean Yield Group
Vermont
$286K -$131K -3,176 -31%
RFG
2336
RFP Financial Group
Georgia
$286K -$39.3K -953 -12%
TPWM
2337
Twelve Points Wealth Management
Massachusetts
$286K +$4.41K +107 +2%
TPW
2338
Tiller Private Wealth
Pennsylvania
$286K -$54.5K -1,321 -16%
CBOR
2339
Community Bank of Raymore
Missouri
$285K +$12.9K +312 +5%
TFG
2340
Tilson Financial Group
New Jersey
$285K +$33.1K +802 +13%
CWA
2341
Canvas Wealth Advisors
Kansas
$284K +$5.93K +148 +2%
AC
2342
AIFG Consultants
New York
$284K +$5.94K +144 +2%
SAM
2343
S.A. Mason
Michigan
$283K +$949 +23 +0.3%
OAS
2344
Optivise Advisory Services
Tennessee
$283K +$283K +6,858 New
VFPI
2345
Vantage Financial Partners (Illinois)
Illinois
$282K -$88.7K -2,150 -24%
SCA
2346
Southern Capital Advisors
Tennessee
$282K +$282K +6,844 New
SFS
2347
Strategic Financial Services
New York
$282K -$1.44K -35 -0.5%
CW
2348
CIC Wealth
Maryland
$282K -$4.87K -118 -2%
SFP
2349
Shepherd Financial Partners
Massachusetts
$281K -$1.32K -32 -0.5%
RWP
2350
Revolve Wealth Partners
New Jersey
$281K -$41 -1 -0%