We are live on ! Find out more

3,050 hedge funds and large institutions have $126B invested in Verizon in 2025 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 1,321 increasing their positions, 1,282 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 178

28% more funds holding in top 10

Funds holding in top 10: 4760 (+13)

13% more call options, than puts

Call options by funds: $2.25B | Put options by funds: $1.99B

12% more capital invested

Capital invested by funds: $112B → $126B (+$13.8B)

1.69% more ownership

Funds ownership: 64.35%66.04% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 1,321 | Existing positions reduced: 1,282

0% more funds holding

Funds holding: 3,0473,050 (+3)

Holders
3,050
Holders Change
+3
Holders Change %
+0.1%
% of All Funds
40.9%
Holding in Top 10
60
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+27.66%
% of All Funds
0.8%
New
231
Increased
1,321
Reduced
1,282
Closed
178
Calls
$2.25B
Puts
$1.99B
Net Calls
+$266M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
1201
Heritage Trust
Oklahoma
$1.82M +$1.07M +25,796 +179%
HPM
1202
Hudson Portfolio Management
New York
$1.82M -$23.9K -575 -1%
AC
1203
Aldebaran Capital
Indiana
$1.82M -$21K -505 -1%
NFC
1204
Northstar Financial Companies
Pennsylvania
$1.82M +$79.8K +1,916 +5%
ECM
1205
Evergreen Capital Management
Washington
$1.82M +$558K +13,413 +50%
CIC
1206
Cornercap Investment Counsel
Georgia
$1.81M -$20.6K -496 -1%
OWA
1207
Octavia Wealth Advisors
Ohio
$1.81M -$114K -2,746 -6%
GCM
1208
Gables Capital Management
Florida
$1.8M +$70.8K +1,700 +4%
AWP
1209
Ascent Wealth Partners
New York
$1.8M +$9.28K +223 +0.6%
WDA
1210
Wendell David Associates
New Hampshire
$1.8M +$2.08K +50 +0.1%
HI
1211
Hudock Inc
Pennsylvania
$1.8M +$35.4K +850 +2%
GWM
1212
Greenwich Wealth Management
Connecticut
$1.79M -$57.7K -1,386 -3%
Financial Engines Advisors
1213
Financial Engines Advisors
California
$1.79M -$130K -3,124 -7%
BFIM
1214
Beese Fulmer Investment Management
Ohio
$1.79M +$13.7K +330 +0.8%
JWBC
1215
J.W. Burns & Co
New York
$1.78M -$90.4K -2,172 -5%
1WA
1216
180 Wealth Advisors
Washington
$1.78M -$49.4K -1,187 -3%
IJWM
1217
Inman Jager Wealth Management
Mississippi
$1.78M +$113K +2,710 +7%
LFA
1218
Legacy Financial Advisors
Kentucky
$1.78M +$48.5K +1,166 +3%
SAI
1219
Savvy Advisors Inc
New York
$1.78M +$13K +313 +0.8%
CICI
1220
Capital Investment Counsel Inc
North Carolina
$1.77M -$2.42K -58 -0.1%
PP
1221
Patten & Patten
Tennessee
$1.77M -$44K -1,057 -3%
CPCM
1222
Cardinal Point Capital Management
Ontario, Canada
$1.77M +$1.62M +38,986 New
CIG
1223
Cairn Investment Group
Washington
$1.77M -$68.2K -1,639 -4%
DI
1224
Diligent Investors
California
$1.76M -$125K -2,994 -7%
PWP
1225
Private Wealth Partners
California
$1.76M +$2.83K +68 +0.2%

VZ Hedge Fund Activity: Q1 2025 in Review

3,050 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2025, worth a combined $126B — up 12% from $112B a quarter earlier.

Buyers outnumbered sellers: 231 funds opened new VZ positions and 178 closed out — a net gain of 53 holders — while 1,321 added to existing stakes and 1,282 trimmed.

The largest buyer was GQG Partners, adding an estimated $1.56B. The largest seller was Parnassus Investments, cutting an estimated $554M.

  • 3,050 institutional investors held Verizon (VZ) as of Q1 2025, up from 3,047 in Q4 2024.
  • Funds reported $126B of Verizon stock for Q1 2025, up 12% quarter-over-quarter.
  • 231 funds opened new Verizon positions in Q1 2025 and 178 closed out, a net change of +53 holders.
  • The largest Verizon buyer in Q1 2025 was GQG Partners, an estimated $1.56B added.
  • The largest Verizon seller in Q1 2025 was Parnassus Investments, an estimated $554M sold.

Based on aggregated 13F filings for Q1 2025.