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 %
HWA
1426
Heartwood Wealth Advisors
Virginia
$1.2M +$158K +3,478 +15%
KTC
1427
Kentucky Trust Company
Kentucky
$1.2M -$181 -4 -0%
OC
1428
Oarsman Capital
Wisconsin
$1.2M -$23.8K -524 -2%
AEPWM
1429
Atlantic Edge Private Wealth Management
Florida
$1.2M +$61.2K +1,349 +5%
TWPM
1430
Total Wealth Planning & Management
Florida
$1.2M +$158K +3,487 +15%
FA
1431
Fiduciary Alliance
South Carolina
$1.19M +$33.3K +735 +3%
TSW
1432
Thompson Siegel & Walmsley
Virginia
$1.19M -$195K -4,309 -14%
CAMV
1433
Concord Asset Management (Virginia)
Virginia
$1.19M +$321K +7,521 +37%
BIA
1434
Beacon Investment Advisors
Maryland
$1.19M +$113K +2,502 +11%
SC
1435
Searle & Co
Connecticut
$1.19M -$45.3K -999 -4%
AB
1436
Atlas Brown
Kentucky
$1.19M +$73.8K +1,626 +7%
PF
1437
Phoenix Financial
Israel
$1.19M +$139K +3,065 +13%
FGA
1438
Fortis Group Advisors
New Jersey
$1.19M +$175K +3,852 +17%
EWM
1439
Evercore Wealth Management
New York
$1.19M -$77.8K -1,716 -6%
UCB
1440
United Community Bank
South Carolina
$1.19M +$301K +6,641 +34%
MW
1441
Marcum Wealth
Ohio
$1.18M -$38.2K -843 -3%
WIC
1442
Wilkins Investment Counsel
Massachusetts
$1.18M +$17K +375 +1%
AIM
1443
Athena Investment Management
California
$1.18M +$6.35K +140 +0.5%
PPW
1444
Parcion Private Wealth
Washington
$1.18M
MCP
1445
Mirador Capital Partners
California
$1.17M +$25.1K +553 +2%
PCP
1446
Perbak Capital Partners
United Kingdom
$1.17M -$1.48M -32,715 -56%
MFA
1447
Mayflower Financial Advisors
Massachusetts
$1.17M +$19K +419 +2%
BIG
1448
Boothe Investment Group
Delaware
$1.17M +$37.9K +835 +3%
CSC
1449
Caldwell Sutter Capital
California
$1.17M -$20.2K -445 -2%
BFA
1450
Beacon Financial Advisory
Ohio
$1.17M +$9.75K +215 +0.8%