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3,100 hedge funds and large institutions have $115B invested in Verizon in 2025 Q4 according to their latest regulatory filings, with 339 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: 339 | Existing positions closed: 208

2% more funds holding

Funds holding: 3,0373,100 (+63)

1.21% more ownership

Funds ownership: 65.54%66.75% (+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)

17% less funds holding in top 10

Funds holding in top 10: 4235 (-7)

22% less repeat investments, than reductions

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

Holders
3,100
Holders Change
+63
Holders Change %
+2.07%
% of All Funds
37.71%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.43%
New
339
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
MWM
1976
Mascoma Wealth Management
New Hampshire
$529K -$69.6K -1,716 -12%
Members Trust
1977
Members Trust
Florida
$529K -$41.5K -1,023 -7%
CS
1978
Cannell & Spears
New York
$529K -$33.8K -834 -6%
CFO
1979
Cambient Family Office
Michigan
$528K +$526K +12,973 New
NEWAS
1980
N.E.W. Advisory Services
Wisconsin
$528K +$28K +690 +6%
PAM
1981
PCG Asset Management
New Jersey
$527K -$16.2K -400 -3%
PNFS
1982
PW Nova Financial Services
Pennsylvania
$527K +$527K +12,998 New
FB
1983
Finward Bancorp
Indiana
$526K -$5.48K -135 -1%
APW
1984
Austin Private Wealth
Texas
$526K +$21.8K +538 +4%
CCM
1985
CFO Capital Management
Connecticut
$526K +$524K +12,911 New
CFA
1986
Cahill Financial Advisors
Minnesota
$526K -$3.04K -75 -0.6%
FOA
1987
Five Oceans Advisors
California
$524K -$7.71K -190 -1%
DLA
1988
Douglas Lane & Associates
New York
$524K -$180K -4,435 -26%
HP
1989
Holistic Planning
Texas
$523K -$188K -4,642 -27%
BFG
1990
Bouchey Financial Group
New York
$523K -$30.1K -742 -5%
MAM
1991
Madison Asset Management
Wisconsin
$522K +$520K +12,826 New
NLP
1992
Next Level Private
New York
$522K -$138K -3,411 -21%
CS
1993
Capital Square
Tennessee
$521K +$40.4K +995 +8%
PWAM
1994
Private Wealth Asset Management
Iowa
$521K -$121K -2,971 -19%
VW
1995
Vantus Wealth
Pennsylvania
$519K +$516K +12,731 New
NI
1996
Natural Investments
California
$518K +$51.9K +1,279 +11%
BF
1997
Brucke Financial
Indiana
$518K -$446 -11 -0.1%
SAM
1998
Summit Asset Management
Tennessee
$516K -$84.4K -2,080 -14%
BWFA
1999
Baltimore-Washington Financial Advisors
Maryland
$516K +$72.8K +1,795 +17%
APM
2000
Advanced Portfolio Management
New York
$515K +$513K +12,649 New