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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
MCWA
2001
Meadow Creek Wealth Advisors
Georgia
$515K -$30.7K -758 -6%
IIL
2002
Income Insurance Ltd
$514K +$512K +12,630 New
OWP
2003
Obermeyer Wealth Partners
Colorado
$514K -$74.4K -1,834 -13%
CFFP
2004
Center for Financial Planning
Michigan
$514K +$63.6K +1,567 +14%
CA
2005
Cullinan Associates
Kentucky
$513K -$32.4K -800 -6%
AAB
2006
ABN AMRO Bank
Netherlands
$513K -$316K -7,795 -38%
OFS
2007
OneAscent Financial Services
Alabama
$511K +$41.3K +1,017 +9%
TFA
2008
Teamwork Financial Advisors
Texas
$511K -$195K -4,798 -28%
NF
2009
Nikulski Financial
Iowa
$510K +$508K +12,512 New
ESBC
2010
E.S. Barr & Co
Kentucky
$510K +$507K +12,511 New
AMBIA
2011
Allen Mooney & Barnes Investment Advisors
Georgia
$509K -$43.2K -1,065 -8%
BM
2012
Berman McAleer
Maryland
$509K +$2.56K +63 +0.5%
TWP
2013
Triad Wealth Partners
Kansas
$509K -$139K -3,428 -22%
VHAM
2014
Van Hulzen Asset Management
California
$509K -$23.6K -583 -4%
KFAS
2015
Keating Financial Advisory Services
Kansas
$509K +$506K +12,486 New
CCM
2016
Charter Capital Management
Wisconsin
$508K +$162 +4 +0%
LBC
2017
Leigh Baldwin & Co
New York
$508K -$55K -1,356 -10%
SMWM
2018
Silvia McColl Wealth Management
California
$507K -$3.77K -93 -0.7%
PWM
2019
Purus Wealth Management
California
$507K -$23.7K -584 -4%
RIS
2020
Richmond Investment Services
Wisconsin
$507K -$13.2K -325 -3%
MGAM
2021
McGowan Group Asset Management
Texas
$504K -$23.5K -579 -4%
OFS
2022
OMC Financial Services
New York
$502K -$5.31K -131 -1%
TT
2023
TI-Trust
Illinois
$502K +$3.33K +82 +0.7%
OL
2024
OneFund LLC
Florida
$502K +$25.8K +636 +5%
TWM
2025
Trueblood Wealth Management
Ohio
$500K -$83.6K -2,062 -14%