3,006 hedge funds and large institutions have $123B invested in Verizon in 2025 Q1 according to their latest regulatory filings, with 229 funds opening new positions, 1,300 increasing their positions, 1,264 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,006
Holders Change
-5
Holders Change %
-0.17%
% of All Funds
40.83%
Holding in Top 10
59
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25.53%
% of All Funds
0.8%
New
229
Increased
1,300
Reduced
1,264
Closed
177
Calls
$2.25B
Puts
$1.99B
Net Calls
+$266M
Net Calls Change
+$381M
Name Holding Trade Value Shares
Change
Shares
Change %
EGWAG
2526
Elwood & Goetz Wealth Advisory Group
Georgia
$256K -$45.5K -1,004 -15%
DIM
2527
DLK Investment Management
California
$255K +$11.8K +260 +5%
GG
2528
GenWealth Group
New Jersey
$255K
LIA
2529
LBMC Investment Advisors
Tennessee
$254K
CASB
2530
Cape Ann Savings Bank
Massachusetts
$254K +$1.81K +40 +0.7%
FG
2531
Foster Group
Iowa
$254K +$254K +5,603 New
PA
2532
PharVision Advisers
Florida
$254K -$753K -16,601 -75%
PWMG
2533
Private Wealth Management Group
New Jersey
$254K -$1.91K -42 -0.7%
VC
2534
Veery Capital
Delaware
$253K +$25.9K +571 +11%
KA
2535
Kercheville Advisors
Texas
$253K +$253K +5,580 New
CWM
2536
CarsonAllaria Wealth Management
Illinois
$252K +$5.4K +119 +2%
OPPS
2537
Obsidian Personal Planning Solutions
Maryland
$252K +$176 +4 +0.1%
EE
2538
EWG Elevate
California
$251K -$2.4K -53 -0.9%
CFG
2539
Cooper Financial Group
California
$251K +$251K +5,536 New
BWA
2540
Bordeaux Wealth Advisors
California
$250K +$14.3K +315 +6%
FWTB
2541
First Western Trust Bank
Colorado
$250K -$31.4K -693 -11%
SRC
2542
Sage Rhino Capital
California
$250K -$16.4K -362 -6%
RC
2543
Rovin Capital
Arizona
$250K +$250K +5,505 New
EFL
2544
ERn Financial LLC
Wisconsin
$250K +$2.18K +48 +0.9%
SFB
2545
STAR Financial Bank
Indiana
$250K +$6.12K +135 +3%
PWM
2546
Palumbo Wealth Management
New York
$249K +$249K +5,499 New
KAS
2547
KPP Advisory Services
Kentucky
$249K +$249K +5,488 New
MME
2548
Meag Munich Ergo
Germany
$248K
CTB
2549
Country Trust Bank
Illinois
$247K +$3.45K +76 +1%
TPW
2550
Tiller Private Wealth
Pennsylvania
$247K +$181 +4 +0.1%