3,011 hedge funds and large institutions have $121B invested in Verizon in 2025 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 1,422 increasing their positions, 1,196 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,011
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.11B
Puts
$1.89B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CLA
2001
Carnegie Lake Advisors
New Jersey
$530K
TT
2002
TI-Trust
Illinois
$530K
CPA
2003
Court Place Advisors
Maryland
$528K
RIA
2004
Realta Investment Advisors
Delaware
$528K
CIM
2005
CIM Investment Management
Pennsylvania
$527K
FA
2006
Faithward Advisors
Pennsylvania
$526K
CIC
2007
Chase Investment Counsel
Virginia
$523K
SAF
2008
Smith Anglin Financial
Texas
$523K
CF
2009
Convergence Financial
Missouri
$521K
WMP
2010
Wealth Management Partners
Arizona
$521K
SKK
2011
Shepherd Kaplan Krochuk
Massachusetts
$520K
MWA
2012
Midland Wealth Advisors
Illinois
$520K
LCM
2013
LVM Capital Management
Michigan
$520K
PIMG
2014
Patriot Investment Management Group
Tennessee
$520K
CA
2015
Cresta Advisors
Texas
$520K
QFA
2016
Quantum Financial Advisors
California
$519K
BBW
2017
Blue Barn Wealth
Utah
$518K
NAMP
2018
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$518K
MAMG
2019
Milestone Asset Management Group
Connecticut
$517K
AIA
2020
AssuredPartners Investment Advisors
Florida
$516K
SPA
2021
Sherbrooke Park Advisers
New York
$515K
IPWA
2022
International Private Wealth Advisors
California
$514K
TWM
2023
TriaGen Wealth Management
California
$514K
HWA
2024
HCR Wealth Advisors
California
$512K
PCM
2025
Perkins Capital Management
Minnesota
$511K