2,998 hedge funds and large institutions have $120B invested in Verizon in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 1,416 increasing their positions, 1,190 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 3,0092,998 (-11)

2% less capital invested

Capital invested by funds: $123B → $120B (-$2.59B)

19% less funds holding in top 10

Funds holding in top 10: 5948 (-11)

Holders
2,998
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.11B
Puts
$1.89B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
2701
Hughes Financial Services
Virginia
$202K
MAS
2702
MPWM Advisory Solutions
Georgia
$202K
BWM
2703
BlackDiamond Wealth Management
New York
$202K
YIA
2704
YHB Investment Advisors
Connecticut
$202K
BOS
2705
Bank of Stockton
California
$202K
EC
2706
EdgeRock Capital
Colorado
$202K
WHRC
2707
W.H. Reaves & Co
New Jersey
$202K
PWA
2708
Primoris Wealth Advisors
Florida
$202K
SFS
2709
Stiles Financial Services
Minnesota
$201K
LOIP
2710
Live Oak Investment Partners
Texas
$201K
ABWM
2711
Alpine Bank Wealth Management
Colorado
$201K
LFP
2712
Lakeshore Financial Planning
Michigan
$200K
PIA
2713
Powell Investment Advisors
Florida
$200K
RF
2714
Roxbury Financial
New Jersey
$196K
VWA
2715
VSM Wealth Advisory
Maryland
$195K
MTIC
2716
Missouri Trust & Investment Company
Missouri
$194K
DPW
2717
DiNuzzo Private Wealth
Pennsylvania
$193K
FFC
2718
First Financial Corp
Indiana
$193K
USB
2719
Union Savings Bank
Connecticut
$190K
IMC
2720
Investment Management Corporation
Virginia
$189K
SWIM
2721
Smallwood Wealth Investment Management
New Jersey
$188K
T
2722
Transce3nd
Texas
$186K
TIM
2723
Tortoise Investment Management
New York
$185K
PAM
2724
Paradigm Asset Management
New York
$184K
AG
2725
AmeriFlex Group
Nevada
$183K