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 %
WMP
2026
Wealth Management Partners
Arizona
$508K +$24K +529 +5%
AHL
2027
Abel Hall LLC
Louisiana
$507K +$57.3K +1,264 +13%
OWA
2028
Opal Wealth Advisors
New York
$506K +$66.8K +1,472 +15%
MA
2029
MCF Advisors
Kentucky
$506K -$51.3K -1,131 -9%
MSWM
2030
Master's Wealth Management
Pennsylvania
$504K +$21.6K +477 +4%
SLT
2031
St Louis Trust
Missouri
$503K +$221K +4,863 +78%
SFG
2032
Sovereign Financial Group
Connecticut
$503K -$26K -574 -5%
LBC
2033
Leigh Baldwin & Co
New York
$502K -$6.8K -150 -1%
GWM
2034
GK Wealth Management
Nevada
$502K +$70.4K +1,552 +16%
EAM
2035
Empirical Asset Management
Massachusetts
$502K -$1.02M -22,487 -67%
JAG
2036
Journey Advisory Group
Kentucky
$501K -$72.6K -1,600 -13%
RSWM
2037
Robertson Stephens Wealth Management
California
$500K -$1.04K -23 -0.2%
PPWM
2038
Paragon Private Wealth Management
Kentucky
$498K +$56.4K +1,243 +13%
SFG
2039
Sowa Financial Group
Rhode Island
$498K +$3.99K +88 +0.8%
LSWP
2040
Liberty Square Wealth Partners
Pennsylvania
$498K -$30.2K -665 -6%
IIA
2041
Integral Investment Advisors
California
$497K -$62.6K -1,381 -11%
HAIM
2042
Hunter Associates Investment Management
Pennsylvania
$496K -$3.24K -71 -0.6%
HWA
2043
HCR Wealth Advisors
California
$496K +$27.4K +605 +6%
BF
2044
Brucke Financial
Indiana
$496K +$4.32K +98 +0.9%
PFM
2045
Peak Financial Management
Massachusetts
$494K
CC
2046
Callan Capital
California
$494K +$146K +3,222 +42%
WIA
2047
Wetzel Investment Advisors
Indiana
$494K -$153K -3,375 -24%
CG
2048
CFO4Life Group
Texas
$494K +$59.6K +1,313 +14%
SCA
2049
SMH Capital Advisors
Texas
$494K -$24K -529 -5%
OFS
2050
Oldfather Financial Services
Nebraska
$493K +$45 +1 +0%