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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
KWM
676
Kingsview Wealth Management
Oregon
$5.28M +$331K +8,204 +7%
HWM
677
HB Wealth Management
Georgia
$5.27M +$439K +10,899 +9%
JCM
678
Jacobi Capital Management
Pennsylvania
$5.26M +$106K +2,633 +2%
SF
679
Symphony Financial
Texas
$5.25M -$2.26M -56,145 -30%
FNBOMD
680
First National Bank of Mount Dora
Florida
$5.23M -$2.07M -51,482 -29%
BA
681
Baugh & Associates
Georgia
$5.21M -$172K -4,280 -3%
UOTTAIMCU
682
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.21M +$5.09M +126,253 New
DAS
683
Diversify Advisory Services
Utah
$5.19M -$1.62M -40,090 -24%
SIG
684
Stonegate Investment Group
Alabama
$5.19M +$339K +8,420 +7%
BC
685
Burney Company
Virginia
$5.19M +$2.49M +61,905 +97%
GAMC
686
Garner Asset Management Corp
Texas
$5.18M +$263K +6,523 +5%
IA
687
IFG Advisory
Georgia
$5.18M +$135K +3,343 +3%
RIA
688
RPG Investment Advisory
California
$5.17M -$202 -5 -0%
SSB
689
Sandy Spring Bank
Maryland
$5.17M +$18.8K +466 +0.4%
TW
690
Trajan Wealth
Arizona
$5.17M -$28.7K -713 -0.6%
IAN
691
Integrated Advisors Network
Texas
$5.16M -$31.8K -789 -0.6%
Capstone Investment Advisors
692
Capstone Investment Advisors
New York
$5.16M +$1.35M +33,520 +37%
MFIM
693
Mesirow Financial Investment Management
Illinois
$5.16M +$2.3M +57,041 +84%
CCFCSB
694
Cape Cod Five Cents Savings Bank
Massachusetts
$5.14M -$63.8K -1,583 -1%
RB
695
Rodgers Brothers
Pennsylvania
$5.13M -$104K -2,582 -2%
SW
696
Simplicity Wealth
New Jersey
$5.12M -$488K -12,117 -9%
PAMG
697
Patton Albertson Miller Group
Tennessee
$5.11M +$503K +12,479 +11%
RBC
698
Romano Brothers & Co
Illinois
$5.11M +$153K +3,792 +3%
TAM
699
Thematics Asset Management
France
$5.06M -$232K -5,763 -4%
TCOV
700
Trust Company of Vermont
Vermont
$5.05M -$261K -6,473 -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.