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2,906 hedge funds and large institutions have $120B invested in Verizon in 2024 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 1,251 increasing their positions, 1,232 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 137

10% more capital invested

Capital invested by funds: $109B → $120B (+$10.7B)

3% more call options, than puts

Call options by funds: $2.1B | Put options by funds: $2.04B

2% more repeat investments, than reductions

Existing positions increased: 1,251 | Existing positions reduced: 1,232

0.76% more ownership

Funds ownership: 62.76%63.52% (+0.76%)

1% more funds holding

Funds holding: 2,8872,906 (+19)

0% more funds holding in top 10

Funds holding in top 10: 5555 (0)

Holders
2,906
Holders Change
+19
Holders Change %
+0.66%
% of All Funds
41.73%
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
186
Increased
1,251
Reduced
1,232
Closed
137
Calls
$2.1B
Puts
$2.04B
Net Calls
+$54.7M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
3026
Orion Capital Management
California
-$156K -3,792 Closed
CB
3027
Chris Bulman
California
-$98.5K -2,388 Closed
CC
3028
Cultivar Capital
Texas
-$86.6K -2,100 Closed
TFF
3029
The Family Firm
Maryland
-$83.2K -2,016 Closed
DP
3030
Denver PWM
Colorado
-$45.6K -1,105 Closed
NOI
3031
Newton One Investments
Delaware
-$40.4K -979 Closed
SP
3032
SWS Partners
Ohio
-$38.2K -926 Closed
CC
3033
Cypress Capital
Tennessee
-$25K -607 Closed
KHC
3034
Koesten Hirschmann & Crabtree
Kansas
-$25.4K -606 Closed
DMIC
3035
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$19.6K -475 Closed
IUHSA
3036
Itau Unibanco Holding S.A.
Brazil
-$17.9K -433 Closed
QPBE
3037
Quintet Private Bank (Europe)
Luxembourg
-$15.8K -328 Closed
AFIA
3038
America First Investment Advisors
Nebraska
-$10.4K -253 Closed
CP
3039
Camelot Portfolios
Ohio
-$5.16K -125 Closed
HRC
3040
Hoertkorn Richard Charles
-$4.04K -98 Closed
BFA
3041
BBJS Financial Advisors
Washington
-$3.16K -77 Closed
MWA
3042
Moser Wealth Advisors
Washington
-$2.97K -72 Closed
FW
3043
Fairway Wealth
Ohio
-$1.9K -46 Closed
DWA
3044
Delos Wealth Advisors
Texas
-$908 -22 Closed

VZ Hedge Fund Activity: Q3 2024 in Review

2,906 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2024, worth a combined $120B — up 9.8% from $109B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new VZ positions and 137 closed out — a net gain of 49 holders — while 1,251 added to existing stakes and 1,232 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $1.03B. The largest seller was BlackRock, cutting an estimated $290M.

  • 2,906 institutional investors held Verizon (VZ) as of Q3 2024, up from 2,887 in Q2 2024.
  • Funds reported $120B of Verizon stock for Q3 2024, up 9.8% quarter-over-quarter.
  • 186 funds opened new Verizon positions in Q3 2024 and 137 closed out, a net change of +49 holders.
  • The largest Verizon buyer in Q3 2024 was GQG Partners, an estimated $1.03B added.
  • The largest Verizon seller in Q3 2024 was BlackRock, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2024.