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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
ACM
751
Altrius Capital Management
North Carolina
$4.53M +$12.3K +304 +0.3%
GIP
752
Greatmark Investment Partners
Georgia
$4.49M -$3.1K -77 -0.1%
Bank Julius Baer & Co
753
Bank Julius Baer & Co
Switzerland
$4.48M -$16.9M -418,912 -80%
SWM
754
Silverlake Wealth Management
Vermont
$4.45M +$1.87M +46,288 +75%
TCM
755
Twin Capital Management
Pennsylvania
$4.43M -$205K -5,075 -5%
BCFS
756
Butensky & Cohen Financial Security
Florida
$4.4M +$129K +3,204 +3%
NB
757
NBT Bank
New York
$4.38M -$50.2K -1,245 -1%
HH
758
Hilltop Holdings
Texas
$4.35M +$147K +3,646 +4%
LOAMS
759
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.34M -$460K -11,411 -10%
SL
760
Summitry LLC
California
$4.33M +$179K +4,436 +4%
MAWAG
761
Mid-American Wealth Advisory Group
Missouri
$4.33M -$203K -5,041 -5%
MIA
762
MainStreet Investment Advisors
Illinois
$4.31M -$2.59M -64,323 -38%
WMA
763
West Michigan Advisors
Michigan
$4.3M +$1.75M +43,427 +71%
IAIM
764
International Assets Investment Management
Florida
$4.3M -$157K -3,892 -4%
WP
765
WealthPLAN Partners
Nebraska
$4.29M -$347K -8,619 -8%
SWM
766
Scissortail Wealth Management
Oklahoma
$4.29M +$54.2K +1,346 +1%
PC
767
Promethos Capital
Massachusetts
$4.28M +$4.18M +103,760 New
CI
768
CX Institutional
Indiana
$4.26M +$9.15K +227 +0.2%
HKIM
769
Hayek Kallen Investment Management
Alabama
$4.25M +$24K +596 +0.6%
PMG
770
ProVise Management Group
Florida
$4.22M -$63.6K -1,578 -2%
WA
771
Wasatch Advisors
Utah
$4.21M
FCH
772
Freestone Capital Holdings
Washington
$4.21M +$286K +7,094 +7%
ISL
773
Ingalls & Snyder LLC
New York
$4.17M -$363K -9,010 -8%
EM
774
Excalibur Management
Massachusetts
$4.16M +$146K +3,630 +4%
PCMC
775
Planning Capital Management Corporation
Pennsylvania
$4.15M -$108K -2,672 -3%

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.