3,011 hedge funds and large institutions have $112B invested in Verizon in 2024 Q4 according to their latest regulatory filings, with 361 funds opening new positions, 1,122 increasing their positions, 1,333 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,011
Holders Change
+128
Holders Change %
+4.44%
% of All Funds
40.08%
Holding in Top 10
47
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-14.55%
% of All Funds
0.63%
New
361
Increased
1,122
Reduced
1,333
Closed
186
Calls
$1.6B
Puts
$1.71B
Net Calls
-$115M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
2351
Barrett & Company
Rhode Island
$312K +$1.8K +45 +0.6%
AWM
2352
Angeles Wealth Management
California
$312K +$52.1K +1,304 +20%
IGAM
2353
iA Global Asset Management
Quebec, Canada
$311K -$706K -17,657 -69%
BWP
2354
Baldwin Wealth Partners
Massachusetts
$311K -$124K -3,104 -29%
RFP
2355
Root Financial Partners
California
$311K +$311K +7,774 New
LP
2356
LMR Partners
United Kingdom
$311K +$311K +7,771 New
SIC
2357
Sterling Investment Counsel
New York
$310K
PGAM
2358
Princeton Global Asset Management
New Jersey
$310K -$119K -2,979 -28%
MLL
2359
Moody Lynn & Lieberson
Massachusetts
$310K -$3.8K -95 -1%
VWM
2360
Verus Wealth Management
Wisconsin
$309K +$309K +7,737 New
AL
2361
Aspiriant LLC
California
$309K -$38.5K -962 -11%
LWCFA
2362
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$308K
IA
2363
IFG Advisors
Missouri
$308K +$27.6K +689 +10%
FWM
2364
Fairhaven Wealth Management
Illinois
$308K +$15.8K +395 +5%
EW
2365
Element Wealth
Mississippi
$307K -$47.4K -1,186 -13%
CA
2366
Cornerstone Advisory
Maryland
$307K -$43K -1,049 -12%
CC
2367
Callan Capital
California
$307K +$47.2K +1,180 +18%
BCP
2368
Blackhawk Capital Partners
Wisconsin
$307K +$37.3K +932 +14%
BOJHT
2369
Bank of Jackson Hole Trust
Wyoming
$306K +$306K +7,661 New
GIA
2370
GHP Investment Advisors
Colorado
$306K -$60.7K -1,518 -17%
SIAG
2371
Safeguard Investment Advisory Group
California
$306K -$9.92K -248 -3%
BMM
2372
Buffington Mohr McNeal
Idaho
$305K +$57.9K +1,449 +23%
NL
2373
Navalign LLC
California
$305K -$67.5K -1,689 -18%
SPF
2374
South Plains Financial
Texas
$305K +$305K +7,617 New
CYG
2375
Clean Yield Group
Vermont
$304K -$2K -50 -0.7%