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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
RFA
2026
Rollins Financial Advisors
New York
$500K -$93K -2,292 -16%
WA
2027
Wealth Architects
California
$499K -$12K -296 -2%
SC
2028
Steph & Co
Wisconsin
$498K -$63.6K -1,567 -11%
SSWM
2029
Sheets Smith Wealth Management
North Carolina
$498K -$37.2K -917 -7%
RRA
2030
Round Rock Advisors
Connecticut
$497K +$6.04K +149 +1%
CSPIA
2031
Cary Street Partners Investment Advisory
Virginia
$496K -$58.7K -1,448 -11%
LC
2032
LCNB Corp
Ohio
$496K +$6.81K +168 +1%
PH
2033
Pinnacle Holdings
Oklahoma
$496K +$36.4K +897 +8%
DWMS
2034
Dominguez Wealth Management Solutions
Virginia
$496K -$86.8K -2,141 -15%
KHCM
2035
Kirtland Hills Capital Management
Ohio
$495K -$46.2K -1,140 -9%
KSB
2036
Kennebec Savings Bank
Maine
$494K -$58.3K -1,437 -11%
CA
2037
Crumly & Associates
Illinois
$494K -$10K -247 -2%
CIA
2038
Compass Ion Advisors
Pennsylvania
$494K -$34.3K -846 -7%
GPA
2039
Garrison Point Advisors
California
$493K -$12.7K -313 -3%
CIM
2040
CIM Investment Management
Pennsylvania
$491K
FNBOMD
2041
First National Bank of Mount Dora
Florida
$490K -$3.85K -95 -0.8%
FPWM
2042
FSB Premier Wealth Management
Iowa
$490K +$26.5K +654 +6%
CA
2043
Cresta Advisors
Texas
$489K
BW
2044
Bravera Wealth
North Dakota
$489K +$487K +12,012 New
VIP
2045
Viewpoint Investment Partners
Alberta, Canada
$489K +$487K +12,000 New
SFG
2046
Sovereign Financial Group
Connecticut
$489K +$42.8K +1,056 +10%
SIM
2047
Sentry Investment Management
Wisconsin
$485K +$44.9K +1,108 +10%
GWP
2048
Gateway Wealth Partners
Wisconsin
$484K +$54.9K +1,353 +13%
CGL
2049
Clarius Group LLC
Washington
$484K -$41.3K -1,018 -8%
FFB
2050
First Financial Bankshares
Texas
$484K -$12.9K -318 -3%