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3,262 hedge funds and large institutions have $141B invested in Verizon in 2026 Q1 according to their latest regulatory filings, with 346 funds opening new positions, 1,318 increasing their positions, 1,337 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 346 | Existing positions closed: 130

78% more funds holding in top 10

Funds holding in top 10: 3664 (+28)

23% more capital invested

Capital invested by funds: $115B → $141B (+$25.9B)

5% more funds holding

Funds holding: 3,1023,262 (+160)

5% more call options, than puts

Call options by funds: $2.47B | Put options by funds: $2.35B

0.82% less ownership

Funds ownership: 66.76%65.94% (-0.82%)

1% less repeat investments, than reductions

Existing positions increased: 1,318 | Existing positions reduced: 1,337

Holders
3,262
Holders Change
+160
Holders Change %
+5.16%
% of All Funds
40.08%
Holding in Top 10
64
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+77.78%
% of All Funds
0.79%
New
346
Increased
1,318
Reduced
1,337
Closed
130
Calls
$2.47B
Puts
$2.35B
Net Calls
+$120M
Net Calls Change
+$196M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2001
Phillips Wealth Planners
Mississippi
$613K +$61.7K +1,332 +11%
DWMS
2002
Dominguez Wealth Management Solutions
Virginia
$612K +$927 +20 +0.2%
CFD
2003
Creative Financial Designs
Indiana
$611K -$709K -15,294 -56%
CVA
2004
Central Valley Advisors
California
$610K +$186K +4,015 +49%
BAM
2005
Boyar Asset Management
New York
$609K +$111K +2,400 +25%
OFS
2006
OMC Financial Services
New York
$609K -$9.27K -200 -2%
SWGC
2007
Summit Wealth Group (Colorado)
Colorado
$608K +$167K +3,595 +42%
QFA
2008
Quantum Financial Advisors
California
$604K +$21.5K +464 +4%
DBRC
2009
D.B. Root & Company
Pennsylvania
$604K +$9.18K +198 +2%
VCWA
2010
Vanguard Capital Wealth Advisors
Colorado
$603K -$1.69M -36,532 -75%
CA
2011
Cresta Advisors
Texas
$603K
CIM
2012
CIM Investment Management
Pennsylvania
$603K -$2.55K -55 -0.5%
CUAMC
2013
China Universal Asset Management Company
China
$603K +$556K +12,006 New
NGA
2014
Naples Global Advisors
Florida
$602K +$52.8K +1,140 +11%
MWM
2015
Mosley Wealth Management
California
$602K +$7.09K +153 +1%
SSWM
2016
Sheets Smith Wealth Management
North Carolina
$599K -$13.1K -282 -2%
KA
2017
Klingman & Associates
New York
$599K +$108K +2,333 +24%
BWFA
2018
Baltimore-Washington Financial Advisors
Maryland
$599K -$34.1K -736 -6%
CCM
2019
Charter Capital Management
Wisconsin
$599K -$25.4K -549 -4%
UWM
2020
Urban Wealth Management
California
$598K +$2.27K +49 +0.4%
CFFP
2021
Center for Financial Planning
Michigan
$598K -$32.5K -701 -6%
GPA
2022
Garrison Point Advisors
California
$598K -$8.95K -193 -2%
BCFD
2023
Boit C.F. David
$597K
SAM
2024
Sawgrass Asset Management
Florida
$597K +$551K +11,896 New
HVIA
2025
Hudson Valley Investment Advisors
New York
$597K -$90.1K -1,944 -14%

VZ Hedge Fund Activity: Q1 2026 in Review

3,262 of the 8,139 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2026, worth a combined $141B — up 23% from $115B a quarter earlier.

Buyers outnumbered sellers: 346 funds opened new VZ positions and 130 closed out — a net gain of 216 holders — while 1,318 added to existing stakes and 1,337 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $420M. The largest seller was State Street, cutting an estimated $375M.

  • 3,262 institutional investors held Verizon (VZ) as of Q1 2026, up from 3,102 in Q4 2025.
  • Funds reported $141B of Verizon stock for Q1 2026, up 23% quarter-over-quarter.
  • 346 funds opened new Verizon positions in Q1 2026 and 130 closed out, a net change of +216 holders.
  • The largest Verizon buyer in Q1 2026 was Morgan Stanley, an estimated $420M added.
  • The largest Verizon seller in Q1 2026 was State Street, an estimated $375M sold.

Based on aggregated 13F filings for Q1 2026.