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3,100 hedge funds and large institutions have $115B invested in Verizon in 2025 Q4 according to their latest regulatory filings, with 339 funds opening new positions, 1,121 increasing their positions, 1,436 reducing their positions, and 208 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 339 | Existing positions closed: 208

2% more funds holding

Funds holding: 3,0373,100 (+63)

1.21% more ownership

Funds ownership: 65.54%66.75% (+1.2%)

4% less call options, than puts

Call options by funds: $1.77B | Put options by funds: $1.85B

5% less capital invested

Capital invested by funds: $121B → $115B (-$6.67B)

17% less funds holding in top 10

Funds holding in top 10: 4235 (-7)

22% less repeat investments, than reductions

Existing positions increased: 1,121 | Existing positions reduced: 1,436

Holders
3,100
Holders Change
+63
Holders Change %
+2.07%
% of All Funds
37.71%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.43%
New
339
Increased
1,121
Reduced
1,436
Closed
208
Calls
$1.77B
Puts
$1.85B
Net Calls
-$76.5M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
1551
Smith Thornton Advisors
Alabama
$958K +$51.8K +1,276 +6%
YP
1552
YANKCOM Partnership
South Dakota
$957K +$2.47K +61 +0.3%
EWM
1553
Evercore Wealth Management
New York
$957K -$72.4K -1,785 -7%
BF
1554
bLong Financial
Tennessee
$955K -$40.6K -1,000 -4%
WFM
1555
Wolff Financial Management
Michigan
$954K +$365 +9 +0%
MS
1556
Madden Securities
Texas
$953K -$709K -17,470 -43%
ATC
1557
Adirondack Trust Company
New York
$948K -$15.2K -374 -2%
AW
1558
Alteri Wealth
California
$948K +$99K +2,440 +12%
UF
1559
Univest Financial
Pennsylvania
$948K +$98.3K +2,424 +12%
TWA
1560
TCI Wealth Advisors
Arizona
$943K -$48.1K -1,187 -5%
LJAC
1561
L.J. Altfest & Co
New York
$943K -$872K -21,487 -48%
BCWM
1562
Bartlett & Co Wealth Management
Ohio
$941K -$14.2K -349 -1%
IRP
1563
Investment Research Partners
Pennsylvania
$940K -$86.2K -2,125 -8%
SIC
1564
Samalin Investment Counsel
New York
$940K +$619K +15,269 +196%
TFA
1565
Transamerica Financial Advisors
Florida
$939K +$81.6K +2,011 +10%
HIC
1566
Hamrick Investment Counsel
Washington
$939K +$936K +23,064 New
LP
1567
LMR Partners
United Kingdom
$939K +$935K +23,059 New
PFA
1568
Pure Financial Advisors
California
$938K -$70.7K -1,743 -7%
BPWM
1569
Badgley Phelps Wealth Managers
Washington
$936K -$6.86K -169 -0.7%
MP
1570
McDonald Partners
Ohio
$936K -$494K -12,177 -35%
SFG
1571
SNS Financial Group
Minnesota
$933K -$23.2K -571 -2%
HAM
1572
Harmony Asset Management
Arizona
$933K -$71.8K -1,770 -7%
SWM
1573
SHP Wealth Management
Massachusetts
$930K +$926K +22,823 New
RAM
1574
RWC Asset Management
United Kingdom
$927K -$402K -9,915 -30%
PA
1575
PSI Advisors
Florida
$926K +$8.19K +202 +0.9%