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
41.17%
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 %
MHR
2351
Matthew Hamilton Rosenberg
$263K -$92.1K -2,443 -26%
Loomis, Sayles & Company
2352
Loomis, Sayles & Company
Massachusetts
$262K -$11.8K -312 -4%
PWH
2353
Priebe Wealth Holdings
Minnesota
$262K +$262K +6,949 New
PCM
2354
Perritt Capital Management
Illinois
$262K -$87.2K -2,312 -25%
IA
2355
IFG Advisors
Missouri
$262K +$262K +6,943 New
FPCP
2356
Fort Point Capital Partners
California
$261K +$5.69K +151 +2%
MCM
2357
MontVue Capital Management
Virginia
$261K +$261K +6,920 New
SWK
2358
Stephen W. Kidder
$260K
SCM
2359
Steele Capital Management
Iowa
$260K +$260K +6,900 New
WKSWA
2360
White Knight Strategic Wealth Advisors
New Jersey
$260K +$260K +6,896 New
FC
2361
Fusion Capital
South Carolina
$259K -$52K -1,380 -17%
MCCA
2362
Mill Creek Capital Advisors
Pennsylvania
$258K -$41.2K -1,094 -14%
AWM
2363
Aprio Wealth Management
Georgia
$258K +$258K +6,834 New
BWA
2364
Burt Wealth Advisors
Maryland
$256K -$2.49K -66 -1%
CFS
2365
Commonwealth Financial Services
West Virginia
$256K +$2.04K +54 +0.8%
NF
2366
Norwood Financial
Pennsylvania
$255K -$16.4K -435 -6%
RFS
2367
Richardson Financial Services
Massachusetts
$255K +$255K +6,753 New
OWA
2368
Outlook Wealth Advisors
Texas
$254K +$254K +6,741 New
RMCM
2369
Reynders McVeigh Capital Management
Massachusetts
$254K -$43.3K -1,150 -15%
BWFA
2370
Baltimore-Washington Financial Advisors
Maryland
$254K +$254K +6,731 New
SAM
2371
S.A. Mason
Michigan
$254K -$36.6K -971 -13%
AWC
2372
Adamsbrown Wealth Consultants
Kansas
$253K -$46.6K -1,237 -16%
BIA
2373
Benchmark Investment Advisors
Illinois
$253K +$20.2K +536 +9%
CWC
2374
Carolinas Wealth Consulting
North Carolina
$252K -$2.22K -385 -0.9%
HCM
2375
Hutner Capital Management
Vermont
$252K +$188 +5 +0.1%