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 %
NAG
1826
Northstar Advisory Group
New Jersey
$652K -$4.33K -100 -0.7%
BIAS
1827
Beacon Investment Advisory Services
New Jersey
$652K +$71.2K +1,646 +12%
RIA
1828
Richwood Investment Advisors
Ohio
$651K -$26.6K -615 -4%
OCM
1829
One Capital Management
California
$650K -$12.3K -285 -2%
SEIA
1830
Signature Estate & Investment Advisors
California
$649K +$16.2K +374 +3%
BSA
1831
Bull Street Advisors
Georgia
$647K -$40.9K -945 -6%
AFAS
1832
Acorn Financial Advisory Services
Virginia
$646K -$44.1K -1,020 -6%
VFG
1833
V2 Financial group
Illinois
$646K -$90.9K -2,100 -12%
SN
1834
Sittner & Nelson
Oregon
$646K -$15.1K -350 -2%
BPW
1835
Bingham Private Wealth
California
$645K -$13.5K -313 -2%
GFG
1836
Goldstone Financial Group
Illinois
$642K +$72.1K +1,655 +13%
WPW
1837
Waldron Private Wealth
Pennsylvania
$642K -$10.8K -250 -2%
YIM
1838
Yoffe Investment Management
Pennsylvania
$640K +$173 +4 +0%
PCM
1839
Palisade Capital Management
New Jersey
$639K
TWM
1840
Trueblood Wealth Management
Ohio
$637K +$8.74K +202 +1%
AMBIA
1841
Allen Mooney & Barnes Investment Advisors
Georgia
$636K -$680K -15,720 -52%
LF
1842
Lantz Financial
Illinois
$636K +$26.4K +611 +4%
TFA
1843
Transamerica Financial Advisors
Florida
$636K -$5.11K -118 -0.8%
SAM
1844
Summit Asset Management
Tennessee
$635K +$16.4K +378 +3%
CIA
1845
Compass Ion Advisors
Pennsylvania
$635K +$2.86K +66 +0.5%
CCA
1846
Corps Capital Advisors
Texas
$635K +$25.4K +587 +4%
CCB
1847
Country Club Bank
Missouri
$634K -$119K -2,804 -16%
OL
1848
Optas LLC
Texas
$634K -$673K -15,562 -52%
UOTTAIMCU
1849
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$633K -$4.01M -92,726 -86%
VCM
1850
Virtue Capital Management
Tennessee
$632K -$221K -5,108 -26%