We are live on ! Find out more

3,050 hedge funds and large institutions have $126B invested in Verizon in 2025 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 1,321 increasing their positions, 1,282 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 178

28% more funds holding in top 10

Funds holding in top 10: 4760 (+13)

13% more call options, than puts

Call options by funds: $2.25B | Put options by funds: $1.99B

12% more capital invested

Capital invested by funds: $112B → $126B (+$13.8B)

1.69% more ownership

Funds ownership: 64.35%66.04% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 1,321 | Existing positions reduced: 1,282

0% more funds holding

Funds holding: 3,0473,050 (+3)

Holders
3,050
Holders Change
+3
Holders Change %
+0.1%
% of All Funds
40.9%
Holding in Top 10
60
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+27.66%
% of All Funds
0.8%
New
231
Increased
1,321
Reduced
1,282
Closed
178
Calls
$2.25B
Puts
$1.99B
Net Calls
+$266M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
MCWA
1951
Meadow Creek Wealth Advisors
Georgia
$609K +$6.49K +156 +1%
BIAS
1952
Beacon Investment Advisory Services
New Jersey
$608K -$15.5K -372 -3%
PB
1953
Pinnacle Bancorp
Nebraska
$606K -$36K -865 -6%
HBW
1954
Hazlett, Burt & Watson
West Virginia
$606K -$54.7K -1,313 -9%
NFC
1955
Northeast Financial Consultants
Connecticut
$606K -$24.7K -594 -4%
EIM
1956
Essex Investment Management
Massachusetts
$606K +$500 +12 +0.1%
FOA
1957
Five Oceans Advisors
California
$605K -$137K -3,291 -20%
SDWIA
1958
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$604K +$16.4K +395 +3%
MWM
1959
Maridea Wealth Management
New York
$603K +$294K +7,071 +114%
TWA
1960
Talisman Wealth Advisors
New Jersey
$602K -$39.9K -958 -7%
KIA
1961
Kraematon Investment Advisors
Massachusetts
$602K -$106K -2,553 -16%
PWP
1962
Phillips Wealth Planners
Mississippi
$602K -$6.74K -162 -1%
BCFD
1963
Boit C.F. David
$599K
VHAM
1964
Van Hulzen Asset Management
California
$598K +$85.5K +2,054 +18%
PWM
1965
Purus Wealth Management
California
$597K -$16.7K -402 -3%
CWMGO
1966
Capstone Wealth Management Group (Oregon)
Oregon
$597K
PAG
1967
Powers Advisory Group
Illinois
$597K +$25.5K +613 +5%
Members Trust
1968
Members Trust
Florida
$596K -$291 -7 -0.1%
TBNY
1969
Trustco Bank (New York)
New York
$595K -$38.6K -927 -7%
RPGNY
1970
Retirement Planning Group (New York)
New York
$594K +$13.2K +316 +2%
GFG
1971
Goldstone Financial Group
Illinois
$594K +$50.8K +1,220 +10%
CW
1972
Code Waechter
Florida
$592K +$543K +13,046 New
CH
1973
Cromwell Holdings
Wyoming
$590K -$2.75K -66 -0.5%
CHAM
1974
Clear Harbor Asset Management
Connecticut
$589K +$5.04K +121 +0.9%
BBW
1975
Blue Barn Wealth
Utah
$587K +$96.2K +2,312 +22%

VZ Hedge Fund Activity: Q1 2025 in Review

3,050 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2025, worth a combined $126B — up 12% from $112B a quarter earlier.

Buyers outnumbered sellers: 231 funds opened new VZ positions and 178 closed out — a net gain of 53 holders — while 1,321 added to existing stakes and 1,282 trimmed.

The largest buyer was GQG Partners, adding an estimated $1.56B. The largest seller was Parnassus Investments, cutting an estimated $554M.

  • 3,050 institutional investors held Verizon (VZ) as of Q1 2025, up from 3,047 in Q4 2024.
  • Funds reported $126B of Verizon stock for Q1 2025, up 12% quarter-over-quarter.
  • 231 funds opened new Verizon positions in Q1 2025 and 178 closed out, a net change of +53 holders.
  • The largest Verizon buyer in Q1 2025 was GQG Partners, an estimated $1.56B added.
  • The largest Verizon seller in Q1 2025 was Parnassus Investments, an estimated $554M sold.

Based on aggregated 13F filings for Q1 2025.