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 %
QFA
2001
Quantum Financial Advisors
California
$538K -$9.3K -205 -2%
PCM
2002
Perkins Capital Management
Minnesota
$536K
DBRC
2003
D.B. Root & Company
Pennsylvania
$534K -$2.5K -55 -0.5%
S
2004
SimplyRich
California
$534K +$159K +3,513 +42%
TCWA
2005
Turtle Creek Wealth Advisors
Texas
$533K +$533K +11,743 New
AF
2006
Arrow Financial
New York
$531K -$43.5K -960 -8%
FPWM
2007
FSB Premier Wealth Management
Iowa
$528K -$32.3K -712 -6%
IWN
2008
Independent Wealth Network
Iowa
$528K -$4.67K -103 -0.9%
Fayez Sarofim & Co
2009
Fayez Sarofim & Co
Texas
$527K -$63.5K -1,400 -11%
GWANC
2010
Guardian Wealth Advisors (North Carolina)
North Carolina
$525K -$38.3K -845 -7%
PP
2011
PFS Partners
New Jersey
$525K +$2.13K +47 +0.4%
CFG
2012
Carr Financial Group
Massachusetts
$524K -$15.1K -332 -3%
CC
2013
Cadinha & Co
Hawaii
$523K -$22.7K -500 -4%
BHIA
2014
Birch Hill Investment Advisors
Massachusetts
$522K
DBIA
2015
Dumont & Blake Investment Advisors
New Jersey
$520K +$136 +3 +0%
NAS
2016
NWF Advisory Services
California
$520K -$1.72M -37,969 -77%
CFM
2017
Catalyst Funds Management
Australia
$517K +$517K +11,400 New
WAC
2018
William Allan Corp
Colorado
$517K +$42.2K +930 +9%
BI
2019
BFI Infinity
Switzerland
$517K +$517K +11,396 New
RPC
2020
Rossmore Private Capital
Connecticut
$516K -$14.9K -328 -3%
OL
2021
OneFund LLC
Florida
$512K +$998 +22 +0.2%
RCI
2022
RS Crum Inc
California
$512K +$1.63K +36 +0.3%
NCFG
2023
New Century Financial Group
New Jersey
$511K -$1.23M -27,103 -71%
KA
2024
Kooman & Associates
Pennsylvania
$511K -$54K -1,191 -10%
MPAM
2025
Murphy Pohlad Asset Management
Minnesota
$509K