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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
FPF
2726
First Pacific Financial
Washington
$62.1K -$987K -24,484 -94%
IWMWV
2727
Ironwood Wealth Management (West Virginia)
West Virginia
$62K
WPWM
2728
Western Pacific Wealth Management
Illinois
$62K -$1.77K -44 -3%
SC
2729
Stephens Consulting
Michigan
$61.2K +$4.55K +113 +8%
BFS
2730
Burkett Financial Services
South Carolina
$60.7K -$23.3K -579 -28%
TC
2731
Tacita Capital
Ontario, Canada
$60.5K
PO
2732
Private Ocean
California
$58.4K -$8.46K -210 -13%
LIA
2733
Luken Investment Analytics
Tennessee
$58.3K
CAM
2734
Creekmur Asset Management
Illinois
$58.2K -$45.6K -1,131 -44%
SIC
2735
SJS Investment Consulting
Ohio
$55.8K -$16K -398 -23%
CJL
2736
Cyrus J. Lawrence
New York
$55K
SR
2737
Syntax Research
Florida
$53.6K
FFA
2738
Frazier Financial Advisors
Ohio
$51.5K -$5.48K -136 -10%
FMP
2739
Financial Management Professionals
Texas
$51K +$1.81K +45 +4%
VWA
2740
Valued Wealth Advisors
Utah
$50.9K +$6.65K +165 +15%
WPA
2741
West Paces Advisors
Georgia
$49.2K -$1.77K -44 -4%
PAG
2742
Paladin Advisory Group
Iowa
$49.1K
MB
2743
Mizuho Bank
Japan
$47.4K +$46.3K +1,150 New
DP
2744
Denver PWM
Colorado
$45.6K +$44.5K +1,105 New
PCWA
2745
Pacific Capital Wealth Advisors
California
$45K +$21.6K +537 +97%
B
2746
Birchbrook
Maine
$44.6K -$1.61K -40 -4%
T
2747
Tidemark
California
$44.3K -$33.9K -840 -44%
BSC
2748
Brown Shipley & Co
United Kingdom
$41.8K +$524 +13 +1%
TLA
2749
Tanglewood Legacy Advisors
Texas
$41.2K
MFA
2750
McClarren Financial Advisors
Pennsylvania
$41K -$41K -1,017 -89%

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.