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 %
EWM
1176
EPG Wealth Management
Georgia
$1.86M -$125K -2,748 -6%
PCA
1177
Peddock Capital Advisors
Massachusetts
$1.85M -$161K -3,541 -8%
PGF
1178
Plan Group Financial
Oklahoma
$1.85M +$622K +13,711 +51%
CT
1179
Colonial Trust
South Carolina
$1.85M -$252K -5,565 -12%
UF
1180
Univest Financial
Pennsylvania
$1.84M +$80.2K +1,769 +5%
MCM
1181
Monarch Capital Management
Indiana
$1.84M -$46.9K -1,035 -2%
SSWM
1182
Smith Salley Wealth Management
North Carolina
$1.84M +$166K +3,663 +10%
IBOK
1183
Independence Bank of Kentucky
Kentucky
$1.82M -$47.6K -1,050 -3%
HT
1184
Heritage Trust
Oklahoma
$1.82M +$1.17M +25,796 +179%
HPM
1185
Hudson Portfolio Management
New York
$1.82M -$26.1K -575 -1%
AC
1186
Aldebaran Capital
Indiana
$1.82M -$22.9K -505 -1%
NFC
1187
Northstar Financial Companies
Pennsylvania
$1.82M +$86.9K +1,916 +5%
ECM
1188
Evergreen Capital Management
Washington
$1.82M +$608K +13,413 +50%
CIC
1189
Cornercap Investment Counsel
Georgia
$1.81M -$22.5K -496 -1%
OWA
1190
Octavia Wealth Advisors
Ohio
$1.81M -$125K -2,746 -6%
GCM
1191
Gables Capital Management
Florida
$1.8M +$77.1K +1,700 +4%
AWP
1192
Ascent Wealth Partners
New York
$1.8M +$10.1K +223 +0.6%
WDA
1193
Wendell David Associates
New Hampshire
$1.8M +$2.27K +50 +0.1%
HI
1194
Hudock Inc
Pennsylvania
$1.8M +$38.6K +850 +2%
GWM
1195
Greenwich Wealth Management
Connecticut
$1.8M -$62.9K -1,386 -3%
Financial Engines Advisors
1196
Financial Engines Advisors
California
$1.79M -$142K -3,124 -7%
BFIM
1197
Beese Fulmer Investment Management
Ohio
$1.79M +$15K +330 +0.8%
JWBC
1198
J.W. Burns & Co
New York
$1.78M -$98.5K -2,172 -5%
1WA
1199
180 Wealth Advisors
Washington
$1.78M -$53.8K -1,187 -3%
IJWM
1200
Inman Jager Wealth Management
Mississippi
$1.78M +$123K +2,710 +7%