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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
CIC
2201
Chase Investment Counsel
Virginia
$397K -$34K -839 -8%
BAM
2202
Boyar Asset Management
New York
$397K
NAMNJ
2203
NorthStar Asset Management (New Jersey)
New Jersey
$396K -$324 -8 -0.1%
ACM
2204
Alessandra Capital Management
California
$396K +$395K +9,726 New
TA
2205
TPG Advisors
Illinois
$395K +$164K +4,038 +71%
BWA
2206
Bestgate Wealth Advisors
Maryland
$395K -$9.01K -222 -2%
FPCP
2207
Fort Point Capital Partners
California
$395K +$162 +4 +0%
MLFP
2208
MPS Loria Financial Planners
Illinois
$394K +$36.4K +898 +10%
MWA
2209
Medallion Wealth Advisors
Connecticut
$394K -$54.5K -1,343 -12%
BAG
2210
Bridgewealth Advisory Group
California
$393K +$19.6K +484 +5%
PSP
2211
Pacific Sage Partners
Washington
$392K -$6.57K -162 -2%
KA
2212
Klingman & Associates
New York
$391K -$4.34K -107 -1%
JAG
2213
Journey Advisory Group
Kentucky
$391K +$57.5K +1,417 +17%
TWM
2214
TriaGen Wealth Management
California
$390K -$73.2K -1,804 -16%
WTA
2215
Washington Trust Advisors
Massachusetts
$390K +$22.4K +553 +6%
CRWM
2216
Castle Rock Wealth Management
California
$390K -$29.8K -734 -8%
GKWIM
2217
Gerber Kawasaki Wealth & Investment Management
California
$390K +$21.4K +528 +6%
NRC
2218
New Republic Capital
North Carolina
$389K +$165K +4,058 +74%
BOPW
2219
Brandywine Oak Private Wealth
Pennsylvania
$388K +$1.54K +38 +0.4%
FFWA
2220
FRG Family Wealth Advisors
Washington
$388K -$102K -2,520 -21%
PGAM
2221
Princeton Global Asset Management
New Jersey
$388K +$1.62K +40 +0.4%
HCP
2222
Hardin Capital Partners
South Carolina
$387K +$46.2K +1,138 +14%
BPAMU
2223
BTG Pactual Asset Management US
New York
$387K +$156K +3,842 +68%
TC
2224
Trilogy Capital
California
$385K -$88.4K -2,180 -19%
FDS
2225
Freedom Day Solutions
Texas
$385K +$383K +9,450 New