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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
PCC
651
Park Circle Company
Maryland
$5.66M
AAS
652
Annex Advisory Services
Wisconsin
$5.64M +$1.43M +35,494 +35%
GRP
653
Global Retirement Partners
California
$5.6M +$1.54M +38,184 +39%
KRSITF
654
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.6M -$120K -2,978 -2%
VCP
655
Verus Capital Partners
Arizona
$5.59M +$584K +14,488 +12%
WA
656
Waverly Advisors
Alabama
$5.58M +$3.95M +97,955 +262%
USCWA
657
U.S. Capital Wealth Advisors
Texas
$5.55M +$237K +5,883 +5%
FG
658
Fiduciary Group
Georgia
$5.54M -$140K -3,471 -3%
TIAA Trust, National Association
659
TIAA Trust, National Association
North Carolina
$5.53M -$10.5K -260 -0.2%
NMIMC
660
Northwestern Mutual Investment Management Company
Wisconsin
$5.52M +$22K +545 +0.4%
NSAM
661
North Star Asset Management
Wisconsin
$5.5M -$5M -124,115 -48%
CTA
662
Colonial Trust Advisors
South Carolina
$5.49M -$17K -422 -0.3%
BFA
663
Bragg Financial Advisors
North Carolina
$5.48M +$119K +2,943 +2%
TI
664
tru Independence
Oregon
$5.43M -$137K -3,409 -3%
VCA
665
Verdence Capital Advisors
Maryland
$5.43M +$99.3K +2,464 +2%
AG
666
Ascent Group
Virginia
$5.43M -$127K -3,142 -2%
GWM
667
Geneos Wealth Management
Colorado
$5.42M -$1.31M -32,518 -20%
WIC
668
WealthBridge Investment Counsel
Alberta, Canada
$5.42M -$2.02K -50 -0%
SCA
669
Sage Capital Advisors
South Dakota
$5.38M +$75.9K +1,884 +1%
GVAG
670
Great Valley Advisor Group
Delaware
$5.38M +$166K +4,109 +3%
TSS
671
Two Sigma Securities
New York
$5.36M +$4.45M +110,367 +561%
UB
672
UMB Bank
Missouri
$5.34M -$189K -4,697 -4%
SWA
673
SFMG Wealth Advisors
Texas
$5.32M +$137K +3,404 +3%
FTDI
674
First Trust Direct Indexing
Massachusetts
$5.31M +$728K +18,065 +16%
BMCM
675
Bryn Mawr Capital Management
Pennsylvania
$5.29M +$249K +6,169 +5%

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.