We are live on ! Find out more

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
FWM
1626
Focused Wealth Management
New York
$854K +$187K +4,617 +28%
GFP
1627
Gryphon Financial Partners
Ohio
$853K +$137K +3,386 +19%
AIC
1628
Archer Investment Corporation
Indiana
$853K +$4.83K +119 +0.6%
AIS
1629
AM Investment Strategies
Tennessee
$852K -$190K -4,693 -18%
PIM
1630
Pullen Investment Management
Florida
$851K -$45.4K -1,120 -5%
IIL
1631
Insight Inv LLC
California
$850K -$378K -9,327 -31%
EC
1632
EntryPoint Capital
New York
$850K -$580K -14,294 -41%
PPW
1633
Parcion Private Wealth
Washington
$848K -$16.1K -397 -2%
CRIG
1634
Charter Research & Investment Group
Connecticut
$848K -$20.3K -500 -2%
LCM
1635
Liberty Capital Management
Michigan
$846K
CF
1636
Calder Financial
Pennsylvania
$845K +$842K +20,750 New
HR
1637
Howe & Rusling
New York
$844K +$214K +5,272 +34%
BC
1638
Broadwater Capital
Massachusetts
$842K -$259K -6,393 -24%
VFA
1639
Voya Financial Advisors
Connecticut
$841K -$34.9K -860 -4%
CFGW
1640
Chancellor Financial Group WB
Pennsylvania
$839K -$31.2K -768 -4%
NFG
1641
Norris Financial Group
South Carolina
$839K -$572K -14,101 -41%
PA
1642
Persium Advisors
Georgia
$838K +$54.9K +1,354 +7%
PWM
1643
Proathlete Wealth Management
Florida
$836K +$33.7K +831 +4%
PP
1644
Patten & Patten
Tennessee
$836K -$73.7K -1,817 -8%
SI
1645
Saxon Interests
Texas
$836K -$10.2K -252 -1%
LIA
1646
Lynx Investment Advisory
District of Columbia
$836K -$7.91K -195 -0.9%
JPLA
1647
Joseph P. Lucia & Associates
New York
$834K -$105K -2,585 -11%
AFM
1648
Armstrong Fleming & Moore
District of Columbia
$833K -$7.79K -192 -0.9%
NIM
1649
Northeast Investment Management
Massachusetts
$831K -$186K -4,582 -18%
TAM
1650
Titleist Asset Management
Texas
$831K -$86.7K -2,138 -9%