We are live on ! Find out more

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
MGP
501
Metis Global Partners
California
$9M +$382K +9,476 +5%
WT
502
Whittier Trust
California
$8.95M +$47.9K +1,188 +0.6%
JWCA
503
J.W. Cole Advisors
Florida
$8.94M -$1.88M -46,683 -18%
WIM
504
WealthPlan Investment Management
Nebraska
$8.93M +$373K +9,251 +4%
CCS
505
Concentric Capital Strategies
Connecticut
$8.92M +$3.53M +87,575 +68%
ACIM
506
Azimuth Capital Investment Management
Michigan
$8.91M +$277K +6,871 +3%
PAS
507
Park Avenue Securities
New York
$8.88M -$331K -8,222 -4%
LOIM
508
Liberty One Investment Management
Illinois
$8.86M -$478K -11,852 -5%
WAM
509
WNY Asset Management
New York
$8.83M -$219K -5,443 -2%
P
510
&Partners
Tennessee
$8.81M +$6.88M +170,807 +400%
MDCM
511
Morgan Dempsey Capital Management
Wisconsin
$8.8M -$226K -5,608 -3%
MIM
512
Morningstar Investment Management
Illinois
$8.78M -$574K -14,231 -6%
WT
513
Washington Trust
Rhode Island
$8.76M -$307K -7,629 -3%
MYAM
514
Meiji Yasuda Asset Management
Japan
$8.75M +$240K +5,946 +3%
AWM
515
Axxcess Wealth Management
California
$8.75M +$2.15M +53,452 +34%
SIMG
516
Sonora Investment Management Group
Arizona
$8.73M
NMERB
517
New Mexico Educational Retirement Board
New Mexico
$8.73M
AMG
518
Advisors Management Group
Wisconsin
$8.6M -$97.1K -2,409 -1%
CB
519
Community Bank
New York
$8.56M +$26.9K +668 +0.3%
PMIA
520
Patrick Mauro Investment Advisor
Illinois
$8.55M -$69.1K -1,714 -0.8%
NEAM
521
New England Asset Management
Connecticut
$8.43M -$101K -2,500 -1%
O
522
Ossiam
France
$8.33M -$5.09M -126,264 -38%
CWM
523
Cabot Wealth Management
Massachusetts
$8.32M -$304K -7,532 -4%
ARAM
524
Ardmore Road Asset Management
New York
$8.29M +$8.1M +201,000 New
Hudson Bay Capital Management
525
Hudson Bay Capital Management
Connecticut
$8.28M +$8.09M +200,690 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.