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 %
MAG
1951
MRA Advisory Group
New Jersey
$556K -$55.4K -1,281 -9%
GAM
1952
Grandview Asset Management
Pennsylvania
$554K -$734K -16,953 -57%
EWA
1953
Encompass Wealth Advisors
Oregon
$552K +$5.32K +123 +1%
GIM
1954
Grassi Investment Management
California
$552K +$260 +6 +0%
CHAM
1955
Clear Harbor Asset Management
Connecticut
$552K -$9.74K -225 -2%
PPWM
1956
Paragon Private Wealth Management
Kentucky
$552K +$76.2K +1,761 +16%
MEG
1957
Millstone Evans Group
Colorado
$551K +$20.3K +470 +4%
VIPI
1958
Vista Investment Partners II
Indiana
$550K -$43 -1 -0%
3IP
1959
3Chopt Investment Partners
Virginia
$549K +$1.95K +45 +0.4%
LC
1960
LCNB Corp
Ohio
$549K +$7.7K +178 +1%
VC
1961
Vicus Capital
Pennsylvania
$548K +$22.5K +519 +4%
TCWA
1962
Turtle Creek Wealth Advisors
Texas
$546K +$37.5K +866 +7%
CG
1963
CFO4Life Group
Texas
$545K +$73.3K +1,695 +16%
TYCC
1964
Texas Yale Capital Corp
Florida
$544K -$9.39K -217 -2%
PJSIMP
1965
P.J. Schmidt Investment Management (PJS)
Wisconsin
$544K +$24.2K +560 +5%
SMWM
1966
Silvia McColl Wealth Management
California
$543K +$23.8K +550 +5%
GPA
1967
Garrison Point Advisors
California
$543K +$476 +11 +0.1%
RIS
1968
Richmond Investment Services
Wisconsin
$542K +$294K +6,788 +118%
SIM
1969
Sentry Investment Management
Wisconsin
$541K -$34.2K -795 -6%
CS
1970
Capital Square
Tennessee
$540K -$49K -1,178 -8%
PB
1971
Pinnacle Bancorp
Nebraska
$540K -$38.9K -900 -7%
RC
1972
Reik & Co
New York
$539K
OFS
1973
OMC Financial Services
New York
$539K -$17.3K -400 -3%
MSE
1974
MUFG Securities EMEA
United Kingdom
$539K +$539K +12,458 New
TBNY
1975
Trustco Bank (New York)
New York
$536K -$31.2K -720 -5%