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 %
OFS
1976
Orrstown Financial Services
Pennsylvania
$536K +$118K +2,716 +28%
MM
1977
MQS Management
New York
$536K +$536K +12,377 New
MQWP
1978
Morey & Quinn Wealth Partners
Nebraska
$535K +$43 +1 +0%
RPC
1979
Rossmore Private Capital
Connecticut
$533K +$41.5K +960 +8%
RSWM
1980
Robertson Stephens Wealth Management
California
$533K +$55.7K +1,288 +12%
AF
1981
Arrow Financial
New York
$532K +$25.2K +583 +5%
KIA
1982
Kraematon Investment Advisors
Massachusetts
$532K -$42.7K -987 -7%
WA
1983
Wealth Architects
California
$531K -$10.3K -239 -2%
AAM
1984
Augustine Asset Management
Florida
$531K -$3.59K -83 -0.7%
CLA
1985
Carnegie Lake Advisors
New Jersey
$530K -$379K -8,760 -42%
TT
1986
TI-Trust
Illinois
$530K
CPA
1987
Court Place Advisors
Maryland
$528K +$1.13K +26 +0.2%
RIA
1988
Realta Investment Advisors
Delaware
$528K -$116K -2,676 -18%
CIM
1989
CIM Investment Management
Pennsylvania
$527K -$2.25K -52 -0.4%
FA
1990
Faithward Advisors
Pennsylvania
$526K -$11.3K -260 -2%
CIC
1991
Chase Investment Counsel
Virginia
$523K
SAF
1992
Smith Anglin Financial
Texas
$523K -$26.9K -622 -5%
CF
1993
Convergence Financial
Missouri
$521K +$97.5K +2,253 +23%
WMP
1994
Wealth Management Partners
Arizona
$521K +$42K +982 +9%
SKK
1995
Shepherd Kaplan Krochuk
Massachusetts
$520K -$779 -18 -0.1%
MWA
1996
Midland Wealth Advisors
Illinois
$520K -$78.4K -1,811 -13%
LCM
1997
LVM Capital Management
Michigan
$520K
PIMG
1998
Patriot Investment Management Group
Tennessee
$520K +$52.9K +1,222 +11%
CA
1999
Cresta Advisors
Texas
$520K
QFA
2000
Quantum Financial Advisors
California
$519K +$5.93K +137 +1%