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3,101 hedge funds and large institutions have $115B invested in Verizon in 2025 Q4 according to their latest regulatory filings, with 340 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: 340 | Existing positions closed: 208

2% more funds holding

Funds holding: 3,0373,101 (+64)

1.21% more ownership

Funds ownership: 65.54%66.76% (+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)

14% less funds holding in top 10

Funds holding in top 10: 4236 (-6)

22% less repeat investments, than reductions

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

Holders
3,101
Holders Change
+64
Holders Change %
+2.11%
% of All Funds
37.72%
Holding in Top 10
36
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.29%
% of All Funds
0.44%
New
340
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
KF
1926
Krilogy Financial
Missouri
$576K -$46.1K -1,137 -7%
FPL
1927
Fortress Private Ledger
North Carolina
$575K +$6.13K +151 +1%
SOAM
1928
SBI Okasan Asset Management
Japan
$575K +$576K +14,200 New
SMA
1929
Seven Mile Advisory
New Jersey
$574K -$54.5K -1,343 -9%
PJSIMP
1930
P.J. Schmidt Investment Management (PJS)
Wisconsin
$574K +$23.2K +572 +4%
FCA
1931
Fortis Capital Advisors
Kansas
$573K +$36.2K +892 +7%
HFRG
1932
Houlihan Financial Resource Group
Virginia
$571K +$263K +6,473 +91%
EFG
1933
Everhart Financial Group
Ohio
$570K -$283K -6,974 -33%
MIA
1934
MeadowBrook Investment Advisors
Michigan
$569K +$24.7K +610 +5%
SI
1935
Seeds Investor
New York
$566K +$51.8K +1,276 +10%
SFWA
1936
Summit Financial Wealth Advisors
Louisiana
$565K +$163K +4,024 +41%
CWP
1937
CFM Wealth Partners
Texas
$564K -$76.4K -1,883 -12%
HWM
1938
Horizon Wealth Management
Illinois
$564K +$4.06K +100 +0.7%
IA
1939
Invested Advisors
Pennsylvania
$564K +$22.6K +558 +4%
HVIA
1940
Hudson Valley Investment Advisors
New York
$563K -$344K -8,479 -38%
TCA
1941
Transcend Capital Advisors
New Jersey
$563K -$1.14M -28,120 -67%
PL
1942
Plancorp LLC
Missouri
$560K -$103K -2,540 -16%
FWA
1943
FSM Wealth Advisors
Ohio
$560K -$134K -3,295 -19%
MWM
1944
Mosley Wealth Management
California
$559K +$549K +13,538 New
BPW
1945
Bingham Private Wealth
California
$557K +$555K +13,678 New
QCIG
1946
Quad-Cities Investment Group
Iowa
$556K -$1.46K -36 -0.3%
FPB
1947
First PREMIER Bank
South Dakota
$555K -$19K -469 -3%
HBW
1948
Hazlett, Burt & Watson
West Virginia
$555K +$13.2K +325 +2%
AP
1949
Anchyra Partners
Georgia
$554K +$552K +13,611 New
EMAM
1950
Encompass More Asset Management
California
$554K +$323K +7,970 +141%