3,016 hedge funds and large institutions have $121B invested in Verizon in 2025 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 1,410 increasing their positions, 1,172 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $122B → $121B (-$706M)

0.77% less ownership

Funds ownership: 66.21%65.44% (-0.77%)

13% less funds holding in top 10

Funds holding in top 10: 4842 (-6)

Holders
3,016
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.95B
Puts
$1.89B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
2001
Grandview Asset Management
Pennsylvania
$526K
MAMG
2002
Milestone Asset Management Group
Connecticut
$526K
NAMP
2003
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$526K
HBT
2004
Heartland Bank & Trust
Illinois
$525K
SSC
2005
Syverson Strege & Co
Iowa
$525K
KIA
2006
Kraematon Investment Advisors
Massachusetts
$523K
FA
2007
Faithward Advisors
Pennsylvania
$520K
WAC
2008
William Allan Corp
Colorado
$520K
PCM
2009
Perkins Capital Management
Minnesota
$519K
CS
2010
Capital Square
Tennessee
$519K
RFP
2011
Root Financial Partners
California
$519K
CAM
2012
Campion Asset Management
Virginia
$518K
LCM
2013
LVM Capital Management
Michigan
$518K
IA
2014
Invested Advisors
Pennsylvania
$517K
IHL
2015
Investment House LLC
California
$517K
DBRC
2016
D.B. Root & Company
Pennsylvania
$516K
MEG
2017
Millstone Evans Group
Colorado
$516K
ACM
2018
Alethea Capital Management
Washington
$516K
EAM
2019
Empirical Asset Management
Massachusetts
$515K
TBNY
2020
Trustco Bank (New York)
New York
$514K
OL
2021
OneFund LLC
Florida
$514K
Fayez Sarofim & Co
2022
Fayez Sarofim & Co
Texas
$513K
IWN
2023
Independent Wealth Network
Iowa
$513K
WWA
2024
Wingate Wealth Advisors
Massachusetts
$513K
TC
2025
Trilogy Capital
California
$512K