2,979 hedge funds and large institutions have $120B invested in Verizon in 2025 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 1,410 increasing their positions, 1,181 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,979
Holders Change
-27
Holders Change %
-0.9%
% of All Funds
39.92%
Holding in Top 10
48
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.64%
% of All Funds
0.64%
New
166
Increased
1,410
Reduced
1,181
Closed
135
Calls
$2.11B
Puts
$1.89B
Net Calls
+$216M
Net Calls Change
-$49.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PWAM
1776
Private Wealth Asset Management
Iowa
$699K +$16.9K +391 +2%
PWM
1777
Purus Wealth Management
California
$699K +$129K +2,982 +23%
ABTD
1778
Arvest Bank Trust Division
Oklahoma
$699K +$699K +16,143 New
BTWM
1779
Baker Tilly Wealth Management
Wisconsin
$698K -$39.8K -920 -5%
AFW
1780
Avantra Family Wealth
Pennsylvania
$696K -$14K -323 -2%
APG
1781
Abacus Planning Group
South Carolina
$695K +$3.07K +71 +0.4%
AO
1782
Advisor OS
Illinois
$695K +$74.8K +1,728 +12%
SWP
1783
ShoreHaven Wealth Partners
New Jersey
$694K +$1.34K +31 +0.2%
CWP
1784
Core Wealth Partners
California
$694K -$53.3K -1,231 -7%
BA
1785
Bridgewater Advisors
New York
$690K -$28.6K -670 -4%
I
1786
InceptionR
California
$689K +$689K +15,923 New
KLCM
1787
KG&L Capital Management
Louisiana
$689K +$18.7K +434 +3%
LCGC
1788
Legacy Capital Group California
California
$689K -$20.2K -466 -3%
DE
1789
Diversified Enterprises
Delaware
$688K +$22K +509 +3%
ML
1790
McAdam LLC
Pennsylvania
$685K +$9.26K +214 +1%
PWM
1791
Palacios Wealth Management
Florida
$685K +$32.8K +758 +5%
NLP
1792
Next Level Private
New York
$684K +$7.44K +172 +1%
SHF
1793
Safe Harbor Fiduciary
Florida
$684K +$227K +5,256 +50%
CPBTD
1794
Central Pacific Bank - Trust Division
Hawaii
$684K +$42.4K +981 +7%
IPW
1795
Inlet Private Wealth
Florida
$683K
CCG
1796
Ceeto Capital Group
Florida
$682K +$75.8K +1,752 +13%
CWP
1797
CFM Wealth Partners
Texas
$681K -$48.4K -1,119 -7%
KWM
1798
Kiker Wealth Management
Georgia
$680K +$54.8K +1,267 +9%
SA
1799
Sovran Advisors
California
$680K -$146K -3,396 -18%
AGP
1800
Aspire Growth Partners
Florida
$680K -$13.5K -311 -2%