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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
CRC
451
Curi RMB Capital
Illinois
$11.3M +$66.3K +1,646 +0.6%
PTC
452
Philadelphia Trust Company
Pennsylvania
$11.2M -$171K -4,233 -2%
BRWA
453
B. Riley Wealth Advisors
Florida
$11.2M -$1.6M -39,689 -13%
BCI
454
Brinker Capital Investments
Pennsylvania
$11.2M -$56.8K -1,410 -0.5%
OPS
455
Orion Portfolio Solutions
Nebraska
$11.2M -$56.8K -1,410 -0.5%
HIMCH
456
Hartford Investment Management Co (HIMCO)
Connecticut
$11.1M -$83.5K -2,072 -0.8%
AG
457
AlTi Global
New York
$11.1M -$1.13M -28,055 -9%
BTW
458
Boston Trust Walden
Massachusetts
$11M -$267K -6,618 -2%
Flossbach Von Storch
459
Flossbach Von Storch
Germany
$11M -$764K -18,952 -7%
LM
460
Lincluden Management
Ontario, Canada
$11M -$116K -2,866 -1%
ZB
461
Zions Bancorporation
Utah
$10.9M -$317K -7,872 -3%
CIC
462
Cutler Investment Counsel
Oregon
$10.9M +$1.65K +41 +0%
Focus Partners Wealth
463
Focus Partners Wealth
Massachusetts
$10.9M -$216K -5,355 -2%
GC
464
Grimes & Company
Massachusetts
$10.8M +$239K +5,939 +2%
PI
465
PineBridge Investments
New York
$10.8M +$7.12M +176,573 +210%
1IA
466
1834 Investment Advisors
Wisconsin
$10.7M +$175K +4,347 +2%
TPCW
467
TD Private Client Wealth
New York
$10.5M +$276K +6,860 +3%
PMAM
468
Picton Mahoney Asset Management
Ontario, Canada
$10.5M +$2.17M +53,850 +27%
FNT
469
First National Trust
Pennsylvania
$10.5M -$346K -8,597 -3%
AOWM
470
Alpha Omega Wealth Management
Virginia
$10.5M +$135K +3,356 +1%
LMIM
471
Lockheed Martin Investment Management
Maryland
$10.5M +$6.07M +150,700 +146%
AIS
472
American Investment Services
Massachusetts
$10.2M -$33.5K -830 -0.3%
VC
473
Vestor Capital
Illinois
$10.2M -$252K -6,246 -2%
APP
474
Avantax Planning Partners
Iowa
$10.1M +$348K +8,638 +4%
SPC
475
Sigma Planning Corp
Michigan
$10.1M -$150K -3,715 -1%

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.