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 %
WDG
1851
Wealth Dimensions Group
Ohio
$632K +$9.78K +226 +2%
BCM
1852
Birmingham Capital Management
Alabama
$631K -$475K -10,975 -43%
JC
1853
Jacobs & Co
California
$631K -$46.1K -1,066 -7%
OC
1854
Oarsman Capital
Wisconsin
$630K -$515K -11,904 -45%
FFA
1855
Fragasso Financial Advisors
Pennsylvania
$629K -$29.4K -680 -4%
FFWA
1856
FRG Family Wealth Advisors
Washington
$628K +$10.8K +250 +2%
AFM
1857
Abbot Financial Management
Massachusetts
$628K
XT
1858
XTX Topco
Cayman Islands
$625K -$387K -8,942 -38%
TSMHT
1859
Thurston Springer Miller Herd & Titak
Indiana
$624K +$73.4K +1,697 +13%
CUAMC
1860
China Universal Asset Management Company
China
$623K -$389K -8,995 -38%
AWE
1861
Avidian Wealth Enterprises
Texas
$622K +$34.4K +795 +6%
EWM
1862
Evolution Wealth Management
Florida
$620K +$620K +14,336 New
KF
1863
Krilogy Financial
Missouri
$620K -$346K -7,986 -36%
MWM
1864
Mascoma Wealth Management
New Hampshire
$619K -$23.1K -534 -4%
CI
1865
Cherokee Insurance
Michigan
$619K
AWS
1866
Aspen Wealth Strategies
Colorado
$618K +$32.4K +749 +6%
CFA
1867
Cahill Financial Advisors
Minnesota
$617K +$12.3K +284 +2%
TF
1868
Tudor Financial
Ohio
$617K +$779 +18 +0.1%
A
1869
Allianz
Germany
$615K
LA
1870
LexAurum Advisors
Kansas
$615K +$3.42K +79 +0.6%
RFA
1871
Rollins Financial Advisors
New York
$615K -$25.6K -592 -4%
RCM
1872
RB Capital Management
Nevada
$614K -$16.7K -386 -3%
FWA
1873
FSM Wealth Advisors
Ohio
$613K +$84.7K +1,980 +16%
SFWC
1874
Strategic Family Wealth Counselors
New Jersey
$612K -$33.5K -775 -5%
SWMP
1875
Signature Wealth Management Partners
New Jersey
$611K +$3.98K +92 +0.7%