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3,100 hedge funds and large institutions have $115B invested in Verizon in 2025 Q4 according to their latest regulatory filings, with 339 funds opening new positions, 1,121 increasing their positions, 1,436 reducing their positions, and 208 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 339 | Existing positions closed: 208

2% more funds holding

Funds holding: 3,0373,100 (+63)

1.21% more ownership

Funds ownership: 65.54%66.75% (+1.2%)

4% less call options, than puts

Call options by funds: $1.77B | Put options by funds: $1.85B

5% less capital invested

Capital invested by funds: $121B → $115B (-$6.67B)

17% less funds holding in top 10

Funds holding in top 10: 4235 (-7)

22% less repeat investments, than reductions

Existing positions increased: 1,121 | Existing positions reduced: 1,436

Holders
3,100
Holders Change
+63
Holders Change %
+2.07%
% of All Funds
37.71%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.43%
New
339
Increased
1,121
Reduced
1,436
Closed
208
Calls
$1.77B
Puts
$1.85B
Net Calls
-$76.5M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
FPL
1926
Fortress Private Ledger
North Carolina
$575K +$6.13K +151 +1%
SOAM
1927
SBI Okasan Asset Management
Japan
$575K +$576K +14,200 New
SMA
1928
Seven Mile Advisory
New Jersey
$574K -$54.5K -1,343 -9%
PJSIMP
1929
P.J. Schmidt Investment Management (PJS)
Wisconsin
$574K +$23.2K +572 +4%
FCA
1930
Fortis Capital Advisors
Kansas
$573K +$36.2K +892 +7%
HFRG
1931
Houlihan Financial Resource Group
Virginia
$571K +$263K +6,473 +91%
EFG
1932
Everhart Financial Group
Ohio
$570K -$283K -6,974 -33%
MIA
1933
MeadowBrook Investment Advisors
Michigan
$569K +$24.7K +610 +5%
SI
1934
Seeds Investor
New York
$566K +$51.8K +1,276 +10%
SFWA
1935
Summit Financial Wealth Advisors
Louisiana
$565K +$163K +4,024 +41%
CWP
1936
CFM Wealth Partners
Texas
$564K -$76.4K -1,883 -12%
HWM
1937
Horizon Wealth Management
Illinois
$564K +$4.06K +100 +0.7%
IA
1938
Invested Advisors
Pennsylvania
$564K +$22.6K +558 +4%
HVIA
1939
Hudson Valley Investment Advisors
New York
$563K -$344K -8,479 -38%
TCA
1940
Transcend Capital Advisors
New Jersey
$563K -$1.14M -28,120 -67%
PL
1941
Plancorp LLC
Missouri
$560K -$103K -2,540 -16%
FWA
1942
FSM Wealth Advisors
Ohio
$560K -$134K -3,295 -19%
MWM
1943
Mosley Wealth Management
California
$559K +$549K +13,538 New
BPW
1944
Bingham Private Wealth
California
$557K +$555K +13,678 New
QCIG
1945
Quad-Cities Investment Group
Iowa
$556K -$1.46K -36 -0.3%
FPB
1946
First PREMIER Bank
South Dakota
$555K -$19K -469 -3%
HBW
1947
Hazlett, Burt & Watson
West Virginia
$555K +$13.2K +325 +2%
AP
1948
Anchyra Partners
Georgia
$554K +$552K +13,611 New
EMAM
1949
Encompass More Asset Management
California
$554K +$323K +7,970 +141%
APW
1950
Aurora Private Wealth
New Jersey
$554K +$551K +13,591 New