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 %
HBW
1926
Hazlett, Burt & Watson
West Virginia
$576K +$43 +1 +0%
WA1
1927
Wimmer Associates 1
California
$576K +$10.2K +236 +2%
PWM
1928
PBMares Wealth Management
Virginia
$576K +$24.1K +558 +4%
MCWA
1929
Meadow Creek Wealth Advisors
Georgia
$575K -$5.89K -136 -1%
VCM
1930
Versant Capital Management
Arizona
$575K +$50.5K +1,168 +10%
SI
1931
Seeds Investor
New York
$573K -$97.7K -2,258 -15%
BCFD
1932
Boit C.F. David
$571K
DIP
1933
Davis Investment Partners
North Carolina
$571K +$27.6K +633 +5%
RPGNY
1934
Retirement Planning Group (New York)
New York
$570K +$2.73K +63 +0.5%
CWMGO
1935
Capstone Wealth Management Group (Oregon)
Oregon
$569K
CST
1936
Charles Schwab Trust
Nevada
$568K +$43.3K +1,000 +8%
LAS
1937
Lloyd Advisory Services
Georgia
$566K -$48.1K -1,111 -8%
MIA
1938
MeadowBrook Investment Advisors
Michigan
$566K -$53.7K -1,240 -9%
KSB
1939
Kennebec Savings Bank
Maine
$565K -$20.9K -483 -4%
MGAM
1940
McGowan Group Asset Management
Texas
$565K -$68.9K -1,592 -11%
EWS
1941
Eagle Wealth Strategies
New Jersey
$563K -$67K -1,549 -11%
CAM
1942
Campion Asset Management
Virginia
$563K -$18.6K -430 -3%
TMWM
1943
Taylor & Morgan Wealth Management
Michigan
$563K +$4.89K +113 +0.9%
VP
1944
Verum Partners
North Carolina
$563K -$99.3K -2,295 -15%
SPC
1945
Spirepoint Private Client
Florida
$563K -$129K -2,980 -19%
CH
1946
Cromwell Holdings
Wyoming
$562K
CCM
1947
Charter Capital Management
Wisconsin
$561K +$561K +12,969 New
KHCM
1948
Kirtland Hills Capital Management
Ohio
$561K +$9.26K +214 +2%
CCIA
1949
Campbell & Co Investment Adviser
Maryland
$558K -$40.7K -941 -7%
LNB
1950
Ledyard National Bank
$558K -$75.6K -1,747 -12%