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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
MPWS
2051
McCarter Private Wealth Services
Massachusetts
$484K +$270K +6,659 +128%
UWM
2052
Urban Wealth Management
California
$483K +$481K +11,868 New
OC
2053
Oarsman Capital
Wisconsin
$483K -$125K -3,070 -21%
7WCP
2054
71 West Capital Partners
Massachusetts
$482K +$480K +11,844 New
SFWC
2055
Strategic Family Wealth Counselors
New Jersey
$482K -$73.8K -1,820 -13%
DBRC
2056
D.B. Root & Company
Pennsylvania
$482K +$3.16K +78 +0.7%
BCFD
2057
Boit C.F. David
$481K -$52.7K -1,300 -10%
KWM
2058
KW Wealth Management
California
$481K +$50.5K +1,244 +12%
BFWA
2059
Benchmark Financial Wealth Advisors
Florida
$481K +$46K +1,135 +11%
GAM
2060
Grandview Asset Management
Pennsylvania
$480K -$7.58K -187 -2%
RS
2061
Rakuten Securities
Japan
$479K +$241K +5,931 +102%
NAMP
2062
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$479K -$8.11K -200 -2%
CFO
2063
CVA Family Office
Colorado
$479K +$6.49K +160 +1%
CLA
2064
Carnegie Lake Advisors
New Jersey
$478K -$20.3K -500 -4%
CV
2065
Counterweight Ventures
North Carolina
$478K -$68.6K -1,691 -13%
FGC
2066
First Growth Capital
Maryland
$477K +$395K +9,732 New
SCM
2067
Sterneck Capital Management
Missouri
$476K +$173K +4,266 +57%
EPIMS
2068
Evelyn Partners Investment Management Services
$475K +$155K +3,818 +49%
FA
2069
Faithward Advisors
Pennsylvania
$475K -$7.54K -186 -2%
CFS
2070
Commonwealth Financial Services
West Virginia
$474K +$38.2K +941 +9%
IWN
2071
Independent Wealth Network
Iowa
$474K -$1.14K -28 -0.2%
FRM
2072
Fox Run Management
Connecticut
$474K +$472K +11,632 New
SI
2073
Severin Investments
Missouri
$473K +$120K +2,967 +34%
BFS
2074
BridgePort Financial Solutions
Iowa
$473K +$13.6K +336 +3%
ACM
2075
Aster Capital Management
United Arab Emirates
$472K +$471K +11,600 New