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Verizon
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3,274 hedge funds and large institutions have $141B invested in Verizon in 2026 Q1 according to their latest regulatory filings, with 348 funds opening new positions, 1,319 increasing their positions, 1,343 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 348 | Existing positions closed: 130

78% more funds holding in top 10

Funds holding in top 10: 36 → 64 (+28)

23% more capital invested

Capital invested by funds: $115B → $141B (+$25.9B)

5% more funds holding

Funds holding: 3,108 → 3,274 (+166)

5% more call options, than puts

Call options by funds: $2.47B | Put options by funds: $2.35B

0.81% less ownership

Funds ownership: 66.76% → 65.95% (-0.81%)

2% less repeat investments, than reductions

Existing positions increased: 1,319 | Existing positions reduced: 1,343

Holders
3,274
Holders Change
+166
Holders Change %
+5.34%
% of All Funds
40.06%
Holding in Top 10
64
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+77.78%
% of All Funds
0.78%
New
348
Increased
1,319
Reduced
1,343
Closed
130
Calls
$2.47B
Puts
$2.35B
Net Calls
+$120M
Net Calls Change
+$196M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$420M
2
Bank of America
Bank of America
North Carolina
+$384M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$305M
4
Goldman Sachs
Goldman Sachs
New York
+$293M
5
Jane Street
Jane Street
New York
+$263M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$375M
2
Capital World Investors
Capital World Investors
California
-$227M
3
EDRH
Edmond de Rothschild Holding
Switzerland
-$177M
4
Charles Schwab
Charles Schwab
California
-$168M
5
ECSS
Eurizon Capital SGR SpA
-$168M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
2701
Cornerstone Planning Group
New Jersey
$259K +$50.4K +1,087 +25%
SFS
2702
Strategic Financial Services
New York
$259K – – –
EFG
2703
Ehrlich Financial Group
California
$258K +$4.91K +106 +2%
PCMK
2704
Paragon Capital Management (Kansas)
Kansas
$258K +$238K +5,141 New
IPW
2705
Intergy Private Wealth
Colorado
$257K +$238K +5,125 New
LW
2706
Lauer Wealth
Indiana
$257K -$17.7K -381 -7%
AWM
2707
Aberdeen Wealth Management
Illinois
$257K -$4.63K -100 -2%
SSA
2708
Sierra Summit Advisors
Nevada
$257K +$237K +5,112 New
RWA
2709
Redhawk Wealth Advisors
Minnesota
$257K +$237K +5,112 New
SCA
2710
Sandy Cove Advisors
Massachusetts
$256K +$236K +5,100 New
SIAG
2711
Signet Investment Advisory Group
Rhode Island
$256K – – –
Loomis, Sayles & Company
2712
Loomis, Sayles & Company
Massachusetts
$256K -$12K -258 -5%
APWM
2713
Argonautica Private Wealth Management
Massachusetts
$255K – – –
CFG
2714
CKW Financial Group
Hawaii
$255K -$3.48K -75 -1%
IMC
2715
Investment Management Corporation
Virginia
$255K +$235K +5,077 New
BAMG
2716
Brand Asset Management Group
Missouri
$254K -$21.1K -455 -8%
RWA
2717
River Wealth Advisors
Pennsylvania
$253K -$16.2K -349 -6%
WLPWM
2718
Walled Lake Planning & Wealth Management
Illinois
$253K +$234K +5,046 New
HIF
2719
Hill Island Financial
Michigan
$253K +$234K +5,040 New
EIG
2720
Ellenbecker Investment Group
Wisconsin
$253K +$233K +5,036 New
SWIM
2721
Smallwood Wealth Investment Management
New Jersey
$252K – – –
MWM
2722
Melfa Wealth Management
Massachusetts
$252K -$9.41K -203 -4%
HWM
2723
HRC Wealth Management
Idaho
$252K +$602 +13 +0.3%
FPW
2724
Fairvoy Private Wealth
Alabama
$251K -$4.82K -104 -2%
SHFP
2725
Second Half Financial Partners
Florida
$251K – – –
107 108
109
110 111

VZ Hedge Fund Activity: Q1 2026 in Review

3,274 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2026, worth a combined $141B — up 23% from $115B a quarter earlier.

Buyers outnumbered sellers: 348 funds opened new VZ positions and 130 closed out — a net gain of 218 holders — while 1,319 added to existing stakes and 1,343 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $420M. The largest seller was State Street, cutting an estimated $375M.

  • 3,274 institutional investors held Verizon (VZ) as of Q1 2026, up from 3,108 in Q4 2025.
  • Funds reported $141B of Verizon stock for Q1 2026, up 23% quarter-over-quarter.
  • 348 funds opened new Verizon positions in Q1 2026 and 130 closed out, a net change of +218 holders.
  • The largest Verizon buyer in Q1 2026 was Morgan Stanley, an estimated $420M added.
  • The largest Verizon seller in Q1 2026 was State Street, an estimated $375M sold.

Based on aggregated 13F filings for Q1 2026.