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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
LJHT
2751
Laurie J. Hall Trustee
$41K
NOI
2752
Newton One Investments
Delaware
$40.4K +$40 +1 +0.1%
MCM
2753
MidAtlantic Capital Management
Virginia
$40.2K
IWP
2754
IAG Wealth Partners
Wisconsin
$39.7K -$5.88K -146 -13%
ZRP
2755
Zynergy Retirement Planning
New Jersey
$39.2K +$38.3K +951 New
FCMT
2756
Founders Capital Management (Texas)
Texas
$39K
VAMG
2757
Voisard Asset Management Group
Michigan
$38.9K +$9.03K +224 +31%
SP
2758
SWS Partners
Ohio
$38.2K +$37.3K +926 New
W
2759
WealthCollab
Washington
$37.6K
WWM
2760
Wolff Wiese Magana
California
$36.9K +$524 +13 +1%
GWMI
2761
Guardian Wealth Management (Illinois)
Illinois
$36.7K +$605 +15 +2%
PAI
2762
Pittenger & Anderson Inc
Nebraska
$36.4K
CSWM
2763
Cassady Schiller Wealth Management
Ohio
$36.3K -$10.1K -250 -22%
OAJ
2764
Ogorek Anthony Joseph
New York
$36K +$40 +1 +0.1%
NC
2765
NewSquare Capital
Pennsylvania
$35.9K -$5K -124 -5%
WAM
2766
Westport Asset Management
Connecticut
$35.5K
JEST
2767
JTC Employer Solutions Trustee
Jersey
$34K -$24.2K -600 -42%
NBT
2768
Northwest Bank & Trust
Iowa
$33.8K +$29K +720 +720%
MWA
2769
MFA Wealth Advisors
Pennsylvania
$33.2K +$32.4K +804 New
RAM
2770
Ramirez Asset Management
New York
$33K
VWWMG
2771
Vermillion & White Wealth Management Group
Pennsylvania
$32.6K +$363 +9 +1%
FFL
2772
Financial Freedom LLC
Ohio
$32.2K -$322 -8 -1%
MS
2773
Mizuho Securities
Japan
$32.2K +$31.4K +780 New
AFS
2774
Annapolis Financial Services
Maryland
$32K
CTC
2775
Cetera Trust Company
Minnesota
$31.9K

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.