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3,099 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, 1,120 increasing their positions, 1,436 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 339 | Existing positions closed: 207

2% more funds holding

Funds holding: 3,0353,099 (+64)

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: 1,120 | Existing positions reduced: 1,436

Holders
3,099
Holders Change
+64
Holders Change %
+2.11%
% 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
1,120
Reduced
1,436
Closed
207
Calls
$1.77B
Puts
$1.85B
Net Calls
-$76.5M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
FWI
2176
Facet Wealth Inc
Maryland
$416K +$428K +10,559 New
TFG
2177
Tilson Financial Group
New Jersey
$415K -$12.7K -312 -3%
DDC
2178
DF Dent & Co
Maryland
$414K
OAS
2179
Optivise Advisory Services
Tennessee
$414K +$103K +2,533 +33%
EWA
2180
Encompass Wealth Advisors
Oregon
$414K -$105K -2,600 -20%
SRA
2181
Secured Retirement Advisors
Minnesota
$412K +$33.7K +832 +9%
WCFA
2182
Walkner Condon Financial Advisors
Wisconsin
$412K +$12.7K +314 +3%
MWPCG
2183
Measured Wealth Private Client Group
New Hampshire
$410K -$349K -8,616 -46%
ACM
2184
Aljian Capital Management
Nevada
$410K -$109K -2,692 -21%
SFG
2185
Seamount Financial Group
Colorado
$410K +$1.46K +36 +0.4%
DWML
2186
Decker Wealth Management LLC
Tennessee
$409K +$408K +10,047 New
AOI
2187
Auto-Owners Insurance
Michigan
$409K
6F
2188
626 Financial
Michigan
$407K +$86.7K +2,137 +27%
SLT
2189
St Louis Trust
Missouri
$407K -$44.5K -1,098 -10%
PGWM
2190
Pitti Group Wealth Management
New York
$407K +$63.5K +1,565 +19%
CIM
2191
Contravisory Investment Management
Massachusetts
$404K -$255K -6,284 -39%
GVCM
2192
Global View Capital Management
Wisconsin
$403K +$401K +9,893 New
VPP
2193
Vertex Planning Partners
Illinois
$403K -$63.4K -1,563 -14%
TIP
2194
Tandem Investment Partners
New Jersey
$402K -$50.1K -1,235 -11%
PFM
2195
Peak Financial Management
Massachusetts
$401K
MAWA
2196
Moss Adams Wealth Advisors
Washington
$400K -$44.3K -1,092 -10%
UWP
2197
Uniting Wealth Partners
Kansas
$399K -$29.3K -722 -7%
TBNY
2198
Trustco Bank (New York)
New York
$399K -$77.1K -1,900 -16%
CT
2199
Clearstead Trust
Maine
$399K +$9.73K +240 +3%
CPWL
2200
Coquina Private Wealth LLC
Florida
$397K +$396K +9,758 New