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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
SBWIC
2751
Schaper Benz & Wise Investment Counsel
Wisconsin
$244K +$225K +4,861 New
FFA
2752
Fi3 Financial Advisors
Indiana
$244K +$225K +4,856 New
HIS
2753
Harvest Investment Services
Illinois
$243K +$225K +4,850 New
TRIA
2754
Trail Ridge Investment Advisors
Colorado
$243K -$211K -4,550 -48%
PWM
2755
Partners Wealth Management
California
$243K -$46.3K -1,000 -17%
RIA
2756
Rhodes Investment Advisors
Texas
$243K +$224K +4,838 New
SRWM
2757
Shira Ridge Wealth Management
California
$243K -$5.05K -109 -2%
FPGK
2758
Financial Partners Group (Kansas)
Kansas
$242K +$224K +4,824 New
PF
2759
Prosperitas Financial
California
$242K +$223K +4,821 New
OC
2760
Oarsman Capital
Wisconsin
$242K -$327K -7,050 -59%
NWM
2761
Northcape Wealth Management
New York
$242K +$223K +4,814 New
DFG
2762
Demars Financial Group
Washington
$242K +$223K +4,814 New
FWP
2763
Falcon Wealth Planning
California
$241K +$223K +4,811 New
BWA
2764
Basecamp Wealth Advisors
Washington
$241K -$15.5K -335 -7%
CCM
2765
Check Capital Management
California
$241K -$49.1K -1,060 -18%
ALC
2766
Alexander Labrunerie & Co
Missouri
$241K +$222K +4,799 New
AAA
2767
Andrews Advisory Associates
Hawaii
$241K -$258K -5,564 -54%
RFW
2768
Rainier Family Wealth
Washington
$240K -$14.7K -318 -6%
AOWM
2769
Asset One Wealth Management
Washington
$239K +$240K +5,175 New
RAG
2770
RIA Advisory Group
Iowa
$239K -$6.98M -150,663 -97%
EAP
2771
Elevation Advisory Partners
Florida
$238K +$280K +6,052 New
ICP
2772
Interchange Capital Partners
Pennsylvania
$238K -$75.6K -1,632 -24%
MBTD
2773
Mechanics Bank - Trust Department
California
$238K +$220K +4,738 New
NF
2774
Nvest Financial
New Hampshire
$238K +$219K +4,735 New
MCCA
2775
Mill Creek Capital Advisors
Pennsylvania
$238K +$219K +4,733 New
109 110
111
112 113

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.