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2,887 hedge funds and large institutions have $109B invested in Verizon in 2024 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 1,241 increasing their positions, 1,226 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 119

21% more call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.39B

1% more repeat investments, than reductions

Existing positions increased: 1,241 | Existing positions reduced: 1,226

1% more funds holding

Funds holding: 2,8632,887 (+24)

0.07% less ownership

Funds ownership: 62.83%62.76% (-0.07%)

2% less capital invested

Capital invested by funds: $111B → $109B (-$1.72B)

11% less funds holding in top 10

Funds holding in top 10: 6255 (-7)

Holders
2,887
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.79%
New
182
Increased
1,241
Reduced
1,226
Closed
119
Calls
$1.68B
Puts
$1.39B
Net Calls
+$290M
Net Calls Change
-$90.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NF
2551
Nikulski Financial
Iowa
$220K +$40 +1 +0%
JWCA
2552
J.W. Coons Advisors
Ohio
$219K
RGF
2553
Retirement Guys Formula
Ohio
$219K +$214K +5,320 New
BFWM
2554
Bright Futures Wealth Management
New York
$219K +$40 +1 +0%
TCM
2555
Tang Capital Management
California
$219K +$214K +5,308 New
HCP
2556
Holt Capital Partners
Texas
$219K -$27.1K -673 -11%
APW
2557
Acima Private Wealth
Virginia
$219K
TW
2558
Towerpoint Wealth
California
$218K -$6.57K -163 -3%
CWM
2559
CarsonAllaria Wealth Management
Illinois
$218K -$17.9K -444 -8%
PTB
2560
Pioneer Trust Bank
Oregon
$217K
CNWM
2561
Clay Northam Wealth Management
California
$216K -$2.42K -60 -1%
PBF
2562
Petix & Botte Financial
California
$216K +$211K +5,234 New
CCA
2563
Cora Capital Advisors
New Jersey
$216K +$4.63K +115 +2%
NB
2564
Nicolet Bankshares
Wisconsin
$215K -$104K -2,580 -33%
WAOI
2565
Wealth Advisors of Iowa
Iowa
$215K +$3.43K +85 +2%
CFG
2566
CKW Financial Group
Hawaii
$215K +$31.9K +792 +18%
AAMA
2567
Advanced Asset Management Advisors
Ohio
$215K -$6.79M -168,350 -97%
MAA
2568
Mraz Amerine & Associates
California
$215K
KFS
2569
Kelly Financial Services
Massachusetts
$214K +$19.9K +494 +10%
BDF
2570
Black Diamond Financial
Maryland
$214K +$209K +5,189 New
ICM
2571
Intrepid Capital Management
Florida
$213K -$15.2K -376 -7%
WP
2572
WMS Partners
Maryland
$213K -$13.5K -334 -6%
HFA
2573
High Falls Advisors
New York
$213K +$208K +5,156 New
BFA
2574
Beaumont Financial Advisors
Massachusetts
$213K -$363 -9 -0.2%
RWM
2575
RKL Wealth Management
Pennsylvania
$213K -$79.3K -1,967 -28%

VZ Hedge Fund Activity: Q2 2024 in Review

2,887 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2024, worth a combined $109B — down 1.6% from $111B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new VZ positions and 119 closed out — a net gain of 63 holders — while 1,241 added to existing stakes and 1,226 trimmed.

The largest buyer was BlackRock, adding an estimated $299M. The largest seller was Bank of America, cutting an estimated $309M.

  • 2,887 institutional investors held Verizon (VZ) as of Q2 2024, up from 2,863 in Q1 2024.
  • Funds reported $109B of Verizon stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 182 funds opened new Verizon positions in Q2 2024 and 119 closed out, a net change of +63 holders.
  • The largest Verizon buyer in Q2 2024 was BlackRock, an estimated $299M added.
  • The largest Verizon seller in Q2 2024 was Bank of America, an estimated $309M sold.

Based on aggregated 13F filings for Q2 2024.