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 %
EGWAG
2376
Elwood & Goetz Wealth Advisory Group
Georgia
$269K +$61.9K +1,500 +30%
CUAMC
2377
China Universal Asset Management Company
China
$269K -$79.6K -1,929 -23%
SIAG
2378
Safeguard Investment Advisory Group
California
$268K +$14.4K +348 +6%
APWM
2379
Argonautica Private Wealth Management
Massachusetts
$268K +$268K +6,495 New
WCM
2380
WealthBridge Capital Management
Ohio
$268K -$6.02K -146 -2%
FIB
2381
First Interstate Bank
Montana
$268K +$64.8K +1,571 +32%
BTWM
2382
Brass Tax Wealth Management
Ohio
$267K +$267K +6,469 New
LFDLE
2383
La Financiere de L'Echiquier
France
$267K
HCM
2384
Hutner Capital Management
Vermont
$267K +$289 +7 +0.1%
TA
2385
TPG Advisors
Illinois
$266K +$266K +6,457 New
SCA
2386
Scott Capital Advisors
Oregon
$266K +$2.02K +49 +0.8%
PFWA
2387
Paces Ferry Wealth Advisors
Georgia
$266K -$2.31K -56 -0.9%
WFA
2388
WestHill Financial Advisors
California
$266K -$20.8K -504 -7%
RCWM
2389
Royal Capital Wealth Management
Indiana
$264K +$1.28K +31 +0.5%
BONST
2390
Bank of Nova Scotia Trust
Ontario, Canada
$264K +$2.8K +68 +1%
CIS
2391
Capital International Sarl
California
$264K +$264K +6,409 New
SWK
2392
Stephen W. Kidder
$264K
MYIA
2393
Mount Yale Investment Advisors
Colorado
$264K -$405K -9,812 -61%
PIWA
2394
Prevail Innovative Wealth Advisors
Kansas
$264K +$8.95K +217 +4%
MHR
2395
Matthew Hamilton Rosenberg
$264K -$41.6K -997 -14%
SP
2396
Successful Portfolios
Florida
$264K -$289 -7 -0.1%
SBWIC
2397
Schaper Benz & Wise Investment Counsel
Wisconsin
$263K +$30.3K +735 +13%
VCM
2398
Vivaldi Capital Management
Illinois
$263K +$8K +194 +3%
FFG
2399
Fiduciary Financial Group
California
$263K +$263K +6,350 New
PWH
2400
Priebe Wealth Holdings
Minnesota
$263K -$14K -340 -5%