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 %
TFG
2451
Tilson Financial Group
New Jersey
$228K +$228K +6,040 New
PHIC
2452
Pine Haven Investment Counsel
Massachusetts
$228K -$12.1K -320 -5%
WCM
2453
Weik Capital Management
Pennsylvania
$228K -$67.9K -1,800 -23%
MSE
2454
MUFG Securities EMEA
United Kingdom
$227K
AWM
2455
AAF Wealth Management
Massachusetts
$227K -$33.6K -890 -13%
AL
2456
ACAS LLC
California
$227K +$227K +6,019 New
MSG
2457
Main Street Group
Virginia
$227K +$227K +6,010 New
EWM
2458
Elevatus Welath Management
New York
$227K +$227K +6,009 New
SMA
2459
Sage Mountain Advisors
Georgia
$226K +$226K +6,007 New
PCFFS
2460
Pacific Center for Financial Services
California
$226K -$45.2K -1,198 -17%
FPCG
2461
Fort Pitt Capital Group
Pennsylvania
$226K -$67.1K -1,780 -23%
TCOTS
2462
Trust Company of the South
North Carolina
$226K +$226K +5,986 New
LWM
2463
Lyell Wealth Management
California
$225K -$14.5K -384 -6%
HI
2464
Hendershot Investments
Virginia
$224K -$4.71K -125 -2%
FBB
2465
Fulton Breakefield Broenniman
Maryland
$224K -$28.9K -767 -11%
ILI
2466
Invesco LLC (Illinois)
Illinois
$224K +$224K +5,943 New
PFA
2467
Petra Financial Advisors
Colorado
$224K -$108K -2,857 -32%
GWAM
2468
Guardian Wealth Advisors (Minnesota)
Minnesota
$223K +$223K +5,928 New
WAM
2469
Winslow Asset Management
Ohio
$223K +$223K +5,927 New
PP
2470
Pacifica Partners
Canada
$223K +$9.8K +255 +5%
PCA
2471
Prosperity Capital Advisors
Ohio
$222K -$40K -1,061 -15%
BFA
2472
Beaumont Financial Advisors
Massachusetts
$222K +$222K +5,880 New
HR
2473
Hardy Reed
Mississippi
$222K +$222K +5,877 New
CA
2474
Claris Advisors
Missouri
$221K +$221K +5,873 New
KC
2475
Kingfisher Capital
North Carolina
$221K +$221K +5,854 New