3,006 hedge funds and large institutions have $123B invested in Verizon in 2025 Q1 according to their latest regulatory filings, with 229 funds opening new positions, 1,300 increasing their positions, 1,264 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,006
Holders Change
-5
Holders Change %
-0.17%
% of All Funds
40.83%
Holding in Top 10
59
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25.53%
% of All Funds
0.8%
New
229
Increased
1,300
Reduced
1,264
Closed
177
Calls
$2.25B
Puts
$1.99B
Net Calls
+$266M
Net Calls Change
+$381M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
1976
Augustine Asset Management
Florida
$560K -$408 -9 -0.1%
FWA
1977
FSM Wealth Advisors
Ohio
$560K +$101K +2,220 +22%
WA1
1978
Wimmer Associates 1
California
$558K -$169K -3,972 -23%
MEG
1979
Millstone Evans Group
Colorado
$557K -$9.07K -200 -2%
TT
1980
TI-Trust
Illinois
$555K -$23.2K -511 -4%
CIM
1981
CIM Investment Management
Pennsylvania
$555K -$272 -6 -0%
BFG
1982
Bouchey Financial Group
New York
$553K -$43.9K -967 -7%
CPA
1983
Court Place Advisors
Maryland
$552K +$18.3K +404 +3%
CFO
1984
CVA Family Office
Colorado
$552K -$6.76K -149 -1%
VC
1985
Vicus Capital
Pennsylvania
$551K +$551K +12,157 New
DIP
1986
Davis Investment Partners
North Carolina
$551K +$551K +12,437 New
IPWA
1987
International Private Wealth Advisors
California
$551K +$45.3K +999 +9%
CST
1988
Charles Schwab Trust
Nevada
$550K -$341K -7,510 -38%
VCM
1989
Versant Capital Management
Arizona
$549K +$185K +4,073 +51%
CIC
1990
Chase Investment Counsel
Virginia
$549K
TWP
1991
Triad Wealth Partners
Kansas
$548K -$15.7K -345 -3%
SCM
1992
Stonehearth Capital Management
Massachusetts
$547K -$7.44K -164 -1%
SKK
1993
Shepherd Kaplan Krochuk
Massachusetts
$546K +$546K +12,045 New
LCM
1994
LVM Capital Management
Michigan
$545K -$10.2K -225 -2%
CA
1995
Cresta Advisors
Texas
$545K
PJSIMP
1996
P.J. Schmidt Investment Management (PJS)
Wisconsin
$545K
SMWM
1997
Silvia McColl Wealth Management
California
$544K
FAN
1998
Financial Advisors Network
California
$544K -$19.8K -437 -4%
AA
1999
Armis Advisers
Georgia
$540K -$336K -7,511 -38%
APW
2000
Aurora Private Wealth
New Jersey
$540K -$30.8K -679 -5%