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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
IFWM
1651
Institute for Wealth Management
Colorado
$831K -$3.73K -92 -0.4%
GSB
1652
Greenfield Savings Bank
Massachusetts
$830K -$67.6K -1,666 -8%
MA
1653
MBA Advisors
Pennsylvania
$830K -$31.6K -778 -4%
RA
1654
Ransom Advisory
Rhode Island
$828K +$153K +3,760 +23%
MW
1655
MBL Wealth
North Carolina
$827K +$302K +7,453 +58%
Marshall Wace
1656
Marshall Wace
United Kingdom
$827K -$412K -10,160 -33%
OA
1657
Operose Advisors
Wisconsin
$826K +$16.5K +408 +2%
LOWM
1658
Laurel Oak Wealth Management
New Jersey
$824K +$821K +20,231 New
SIM
1659
Sterling Investment Management
Arizona
$824K -$933 -23 -0.1%
AIA
1660
AssuredPartners Investment Advisors
Florida
$821K +$330K +8,134 +68%
EFMC
1661
Empire Financial Management Company
New York
$820K
DG
1662
DMC Group
Alabama
$818K +$58.9K +1,453 +8%
CIA
1663
Choate Investment Advisors
Massachusetts
$818K +$3.25K +80 +0.4%
PP
1664
PDS Planning
Ohio
$817K -$45.5K -1,123 -5%
RMDI
1665
R.M. Davis Inc
Maine
$816K -$89K -2,193 -10%
IC
1666
Inscription Capital
Texas
$816K -$90.6K -2,233 -10%
NIM
1667
Needham Investment Management
New York
$815K
GLLW
1668
Graves Light Lenhart Wealth
Virginia
$811K -$35.7K -881 -4%
WIC
1669
Wilkins Investment Counsel
Massachusetts
$807K
MSS
1670
Mitchell Sinkler & Starr
Pennsylvania
$806K -$10.1K -250 -1%
RWM
1671
Revisor Wealth Management
Ohio
$806K +$242K +5,954 +43%
LAM
1672
Lewis Asset Management
California
$803K -$187K -4,605 -19%
OIM
1673
Orca Investment Management
Oregon
$800K -$50.7K -1,251 -6%
SMA
1674
Sage Mountain Advisors
Georgia
$800K -$492K -12,138 -38%
CCWA
1675
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$799K +$280K +6,899 +54%