We are live on ! Find out more
VZ icon

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
MCM
2951
Morton Capital Management
California
– -$252K -6,011 Closed
Fiera Capital (Canada)
2952
Fiera Capital (Canada)
Quebec, Canada
– -$252K -5,998 Closed
KPWG
2953
KFA Private Wealth Group
Virginia
– -$251K -5,975 Closed
WAM
2954
Winslow Asset Management
Ohio
– -$249K -5,927 Closed
NC
2955
NBW Capital
Massachusetts
– -$249K -5,926 Closed
GPA
2956
Guidance Point Advisors
Massachusetts
– -$240K -5,710 Closed
BCM
2957
BlueCrest Capital Management
Jersey
– -$240K -5,708 Closed
CPP
2958
Capasso Planning Partners
South Carolina
– -$237K -5,648 Closed
BWM
2959
Birchcreek Wealth Management
Ohio
– -$237K -5,642 Closed
AAS
2960
Asset Allocation Strategies
Michigan
– -$236K -5,622 Closed
WA
2961
WBH Advisory
Maryland
– -$233K -5,552 Closed
KAM
2962
KEB Asset Management
Illinois
– -$233K -5,550 Closed
AMM
2963
American Money Management
California
– -$233K -5,544 Closed
HCM
2964
Harvey Capital Management
Florida
– -$231K -5,500 Closed
SCM
2965
Saxony Capital Management
Missouri
– -$230K -5,480 Closed
EP
2966
Essential Planning
New Hampshire
– -$205K -5,445 Closed
FBFS
2967
First Business Financial Services
Wisconsin
– -$226K -5,388 Closed
HGWM
2968
Horst & Graben Wealth Management
Oregon
– -$224K -5,341 Closed
SW
2969
SMART Wealth
Nebraska
– -$221K -5,258 Closed
SWM
2970
Sendero Wealth Management
Texas
– -$219K -5,226 Closed
MPW
2971
Monterey Private Wealth
California
– -$218K -5,198 Closed
VIA
2972
Virtus Investment Advisers
Connecticut
– -$215K -5,120 Closed
ILI
2973
Invesco LLC (Illinois)
Illinois
– -$214K -5,109 Closed
LWM
2974
Lyell Wealth Management
California
– -$214K -5,105 Closed
GWCM
2975
Godshalk Welsh Capital Management
Pennsylvania
– -$214K -5,100 Closed
117 118
119
120 121

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.