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 %
EI
1626
Ellevest Inc
New York
$909K -$20.5K -452 -2%
ACS
1627
Archford Capital Strategies
Illinois
$909K -$16.7K -368 -2%
MFS
1628
Miller Financial Services
Michigan
$908K -$671K -14,792 -42%
NIM
1629
Needham Investment Management
New York
$907K
ORC
1630
O'Rourke & Company
Massachusetts
$907K +$16.5K +364 +2%
OCBCO
1631
Oversea-Chinese Banking Corp (OCBC)
Singapore
$905K +$614K +13,543 +211%
AWA
1632
AGH Wealth Advisors
Kansas
$904K -$6.8K -150 -0.7%
MDA
1633
Minot DeBlois Advisors
Massachusetts
$903K -$45.7K -1,007 -5%
MVA
1634
Mount Vernon Associates
Maryland
$902K -$1.72K -38 -0.2%
VFA
1635
Voya Financial Advisors
Connecticut
$901K +$30.1K +671 +3%
TFS
1636
Thoroughbred Financial Services
Tennessee
$900K +$6.17K +136 +0.7%
TL
1637
Tradewinds LLC
North Carolina
$900K +$51.3K +1,130 +6%
CIA
1638
Cape Investment Advisory
Georgia
$898K +$69.6K +1,535 +8%
SP
1639
SIH Partners
Delaware
$897K +$897K +19,766 New
VCM
1640
Virtue Capital Management
Tennessee
$895K +$252K +5,548 +39%
MWM
1641
Modera Wealth Management
New Jersey
$893K -$121K -2,664 -12%
CWS
1642
Cypress Wealth Services
California
$893K -$14.1K -310 -2%
SFM
1643
Signet Financial Management
New Jersey
$892K -$33.9K -747 -4%
BCA
1644
Bay Colony Advisors
Massachusetts
$892K -$877K -19,513 -50%
ATIA
1645
American Trust Investment Advisors
New Hampshire
$892K +$116K +2,565 +15%
LMKC
1646
L.M. Kohn & Company
Ohio
$891K -$50.7K -1,117 -5%
JWM
1647
JGP Wealth Management
Oregon
$890K -$15.4K -340 -2%
SLWA
1648
San Luis Wealth Advisors
California
$888K -$626K -13,801 -41%
AWM
1649
Aviso Wealth Management
Washington
$888K -$28.3K -623 -3%
CAS
1650
Coppell Advisory Solutions
Texas
$888K +$337K +7,847 +61%