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 %
VWA
2676
VSM Wealth Advisory
Maryland
$213K +$1.04K +23 +0.5%
SHFP
2677
Second Half Financial Partners
Florida
$213K -$15.8K -348 -7%
PCA
2678
Prosperity Capital Advisors
Ohio
$213K +$213K +4,683 New
NC
2679
NBW Capital
Massachusetts
$212K +$212K +4,682 New
LODC
2680
Lanham O'Dell & Company
West Virginia
$212K +$212K +4,680 New
FWM
2681
Fonville Wealth Management
Virginia
$212K +$212K +4,788 New
SPW
2682
Sonoma Private Wealth
California
$212K +$212K +4,673 New
NPAN
2683
Northeast Planning Associates NH
New Hampshire
$211K +$211K +4,660 New
TIA
2684
Trust Investment Advisors
Indiana
$211K +$211K +4,657 New
PHIC
2685
Pine Haven Investment Counsel
Massachusetts
$211K -$16.7K -368 -7%
LFP
2686
Lakeshore Financial Planning
Michigan
$210K +$210K +4,635 New
PIA
2687
Powell Investment Advisors
Florida
$210K +$210K +4,627 New
LOIP
2688
Live Oak Investment Partners
Texas
$209K +$209K +4,610 New
CWM
2689
Calamos Wealth Management
Illinois
$209K +$209K +4,606 New
WCF
2690
West Coast Financial
California
$209K +$209K +4,601 New
MFT
2691
Moisand Fitzgerald Tamayo
Florida
$209K
JWS
2692
Juncture Wealth Strategies
Arizona
$209K +$209K +4,600 New
WWA
2693
Wingate Wealth Advisors
Massachusetts
$206K +$1.18K +26 +0.6%
CWM
2694
Connecticut Wealth Management
Connecticut
$206K +$206K +4,544 New
SCA
2695
Sandy Cove Advisors
Massachusetts
$206K +$206K +4,544 New
OWA
2696
One Wealth Advisors
California
$206K +$206K +4,539 New
CCM
2697
Crew Capital Management
Ohio
$206K +$206K +4,538 New
SRWM
2698
Shira Ridge Wealth Management
California
$206K +$206K +4,532 New
GWA
2699
Gratus Wealth Advisors
Virginia
$205K +$205K +4,529 New
TCOTS
2700
Trust Company of the South
North Carolina
$205K +$205K +4,526 New