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Verizon
VZ

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: 2,863 → 2,887 (+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: 62 → 55 (-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

Top Buyers

1
BlackRock
BlackRock
New York
+$299M
2
UBS AM
UBS AM
Illinois
+$294M
3
Amundi
Amundi
France
+$242M
4
Swedbank
Swedbank
Sweden
+$207M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$119M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$309M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$287M
3
SOMRS
State of Michigan Retirement System
Michigan
-$238M
4
Holocene Advisors
Holocene Advisors
New York
-$223M
5
Citadel Advisors
Citadel Advisors
Florida
-$192M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2776
Miller Wealth Advisors
Colorado
$31.5K -$7.7K -191 -20%
GTAM
2777
Global Trust Asset Management
Florida
$31.2K – – –
EWP
2778
Elevation Wealth Partners
California
$31.1K -$30.4K -754 -50%
PIS
2779
POM Investment Strategies
North Carolina
$30.8K -$3.55K -88 -11%
SWC
2780
Spectrum Wealth Counsel
Indiana
$29.9K – – –
TWD
2781
True Wealth Design
Ohio
$29.7K -$803K -19,933 -97%
CTWM
2782
Cherry Tree Wealth Management
Minnesota
$29.2K +$40 +1 +0.1%
TCM
2783
TD Capital Management
Tennessee
$29K – – –
HCM
2784
Hollencrest Capital Management
California
$28.9K +$1.09K +27 +4%
AS
2785
Altshuler Shaham
Israel
$28.8K -$1.21K -30 -4%
CWM
2786
Compass Wealth Management
Connecticut
$28.7K – – –
MIM
2787
Meridiem Investment Management
United Kingdom
$28.5K – – –
CFS
2788
CGC Financial Services
Oregon
$28.2K – – –
SHIM
2789
Stone House Investment Management
Pennsylvania
$28.2K +$2.82K +70 +11%
NCM
2790
Northwest Capital Management
Oregon
$27.9K -$48.3K -1,198 -64%
RAM
2791
Riggs Asset Management
Pennsylvania
$26.5K +$282 +7 +1%
SCA
2792
Stuart Chaussee & Associates
California
$26.4K – – –
AI
2793
Arvest Investments
Arkansas
$26.3K +$403 +10 +2%
CCA
2794
Criterion Capital Advisors
Tennessee
$26K – – –
KHC
2795
Koesten Hirschmann & Crabtree
Kansas
$25.4K – – –
CC
2796
Cypress Capital
Tennessee
$25K +$24.5K +607 New
CWM
2797
Cranbrook Wealth Management
Michigan
$24.7K – – –
HC
2798
Hoese & Co
Minnesota
$24.7K – – –
AW
2799
Avion Wealth
Texas
$24K +$3.14K +78 +15%
LG
2800
LAM Group
Oregon
$22.8K +$1.13K +28 +5%
110 111
112
113 114

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.