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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
GFPC
2801
Global Financial Private Client
Florida
$22.7K
RFG
2802
REAP Financial Group
Texas
$22.4K -$1.94K -48 -8%
ETS
2803
ESL Trust Services
New York
$21.8K
CJH
2804
Christopher J. Hasenberg
Wisconsin
$20.7K +$16.8K +416 +484%
SWM
2805
Sanctuary Wealth Management
Idaho
$20.6K -$1.49K -37 -7%
GA
2806
GoalVest Advisory
New York
$20.1K -$8.3K -206 -30%
FIA
2807
FNY Investment Advisers
New York
$20K -$234K -5,800 -92%
KA
2808
Kozak & Associates
Colorado
$19.8K
SWP
2809
SIMA Wealth Partners
Virginia
$19.8K +$19.3K +479 New
DMIC
2810
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.6K -$4.03K -100 -17%
FGAM
2811
Financial Gravity Asset Management
Texas
$19.4K -$66K -1,638 -78%
LFA
2812
Legend Financial Advisors
Pennsylvania
$19K +$11.3K +280 +156%
WIM
2813
Westside Investment Management
California
$18.9K -$7.7K -191 -29%
GAG
2814
Goodman Advisory Group
Massachusetts
$17.9K
IUHSA
2815
Itau Unibanco Holding S.A.
Brazil
$17.9K +$17.5K +433 New
RF
2816
Robinswood Financial
Washington
$17.4K +$12.9K +321 +321%
ACM
2817
Anfield Capital Management
California
$16.9K +$10.9K +271 +196%
BC
2818
Belmont Capital
California
$16.5K +$16.1K +400 New
HFS
2819
HBC Financial Services
Washington
$16K
MBFW
2820
Morton Brown Family Wealth
Pennsylvania
$15.8K
QPBE
2821
Quintet Private Bank (Europe)
Luxembourg
$15.8K +$40 +1 +0.3%
ACA
2822
American Capital Advisory
Idaho
$15.3K
SIM
2823
Studio Investment Management
Illinois
$15.3K
MTC
2824
Matrix Trust Company
Colorado
$15K +$6.69K +166 +84%
MFS
2825
Mattson Financial Services
Michigan
$14.9K +$14.6K +362 New

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.