3,006 hedge funds and large institutions have $123B invested in Verizon in 2025 Q1 according to their latest regulatory filings, with 229 funds opening new positions, 1,300 increasing their positions, 1,264 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,006
Holders Change
-5
Holders Change %
-0.17%
% of All Funds
40.83%
Holding in Top 10
59
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25.53%
% of All Funds
0.8%
New
229
Increased
1,300
Reduced
1,264
Closed
177
Calls
$2.25B
Puts
$1.99B
Net Calls
+$266M
Net Calls Change
+$381M
Name Holding Trade Value Shares
Change
Shares
Change %
PB
1926
Pinnacle Bancorp
Nebraska
$606K -$39.2K -865 -6%
HBW
1927
Hazlett, Burt & Watson
West Virginia
$606K -$59.6K -1,313 -9%
NFC
1928
Northeast Financial Consultants
Connecticut
$606K -$26.9K -594 -4%
EIM
1929
Essex Investment Management
Massachusetts
$606K +$544 +12 +0.1%
FOA
1930
Five Oceans Advisors
California
$605K -$149K -3,291 -20%
SDWIA
1931
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$604K +$17.9K +395 +3%
MWM
1932
Maridea Wealth Management
New York
$603K +$321K +7,071 +114%
TWA
1933
Talisman Wealth Advisors
New Jersey
$602K -$43.5K -958 -7%
KIA
1934
Kraematon Investment Advisors
Massachusetts
$602K -$116K -2,553 -16%
PWP
1935
Phillips Wealth Planners
Mississippi
$602K -$7.08K -162 -1%
BCFD
1936
Boit C.F. David
$599K
VHAM
1937
Van Hulzen Asset Management
California
$598K +$93.2K +2,054 +18%
PWM
1938
Purus Wealth Management
California
$597K -$18.2K -402 -3%
CWMGO
1939
Capstone Wealth Management Group (Oregon)
Oregon
$597K
PAG
1940
Powers Advisory Group
Illinois
$597K +$27.8K +613 +5%
Members Trust
1941
Members Trust
Florida
$596K -$318 -7 -0.1%
TBNY
1942
Trustco Bank (New York)
New York
$595K -$42K -927 -7%
RPGNY
1943
Retirement Planning Group (New York)
New York
$594K +$14.3K +316 +2%
GFG
1944
Goldstone Financial Group
Illinois
$594K +$55.3K +1,220 +10%
CW
1945
Code Waechter
Florida
$592K +$592K +13,046 New
CH
1946
Cromwell Holdings
Wyoming
$590K -$2.99K -66 -0.5%
CHAM
1947
Clear Harbor Asset Management
Connecticut
$589K +$5.49K +121 +0.9%
BBW
1948
Blue Barn Wealth
Utah
$587K +$105K +2,312 +22%
TMWM
1949
Taylor & Morgan Wealth Management
Michigan
$585K +$907 +20 +0.2%
QCIG
1950
Quad-Cities Investment Group
Iowa
$584K -$85.9K -1,893 -13%