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 %
HTHT
2401
Hemenway Trust Hemenway Trust
New Hampshire
$245K -$26.9K -713 -10%
BCP
2402
Blue Chip Partners
Michigan
$245K -$140K -3,720 -36%
APW
2403
Austin Private Wealth
Texas
$245K -$11K -291 -4%
DOA
2404
D'Orazio & Associates
Virginia
$245K -$27K -717 -10%
CWM
2405
Connecticut Wealth Management
Connecticut
$244K -$5.92K -157 -2%
EWM
2406
Executive Wealth Management
Michigan
$244K +$244K +6,464 New
AWM
2407
Aberdeen Wealth Management
Illinois
$243K -$9.05K -240 -4%
HWMG
2408
Hurlow Wealth Management Group
Indiana
$243K -$2.38K -63 -1%
BONST
2409
Bank of Nova Scotia Trust
Ontario, Canada
$242K -$20.7K -550 -8%
AP
2410
Aspect Partners
Virginia
$242K +$242K +6,417 New
CWM
2411
CarsonAllaria Wealth Management
Illinois
$241K +$10.8K +287 +5%
PBO
2412
Peoples Bank (Ohio)
Ohio
$241K -$377 -10 -0.2%
AFS
2413
AFG Fiduciary Services
Massachusetts
$241K -$31.5K -785 -12%
GWCM
2414
Godshalk Welsh Capital Management
Pennsylvania
$239K -$53K -1,405 -18%
SFS
2415
Strategic Financial Services
New York
$239K -$5.62K -149 -2%
CAWM
2416
Capital Advisors Wealth Management
Washington
$239K +$239K +6,340 New
SPI
2417
Santori & Peters Inc
Pennsylvania
$239K +$239K +6,331 New
MHIC
2418
Marble Harbor Investment Counsel
Massachusetts
$238K
DCBT
2419
Dakota Community Bank & Trust
North Dakota
$238K +$3.2K +85 +1%
SWP
2420
Significant Wealth Partners
Illinois
$238K +$238K +6,311 New
MSCM
2421
McElhenny Sheffield Capital Management
Texas
$238K -$641 -17 -0.3%
BIM
2422
Baldwin Investment Management
Pennsylvania
$238K +$238K +6,302 New
SIC
2423
SFE Investment Counsel
California
$238K -$76.3K -2,025 -24%
WCMN
2424
Westchester Capital Management (Nebraska)
Nebraska
$237K -$27.3K -725 -10%
TIM
2425
Total Investment Management
Arizona
$237K +$2K +53 +0.8%