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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
IA
801
IFP Advisors
Florida
$3.94M +$162K +4,030 +4%
LSA
802
Leonteq Securities AG
Switzerland
$3.94M -$413K -10,258 -10%
HCM
803
Hengehold Capital Management
Ohio
$3.91M +$27.8K +689 +0.7%
AP
804
Americana Partners
Texas
$3.9M +$203K +5,037 +6%
CFG
805
Citizens Financial Group
Rhode Island
$3.88M +$779K +19,333 +26%
FRA
806
Frank Rimerman Advisors
California
$3.88M +$3.76M +93,415 +16,246%
VFG
807
V2 Financial group
Illinois
$3.87M -$87.4K -2,169 -2%
AA
808
Ancora Advisors
Ohio
$3.86M -$492K -12,198 -12%
CI Investments Inc
809
CI Investments Inc
Ontario, Canada
$3.84M -$146K -3,617 -4%
AA
810
Argent Advisors
Louisiana
$3.84M -$39.6K -983 -1%
TG
811
TCW Group
California
$3.83M +$91.2K +2,264 +2%
CFCI
812
Comprehensive Financial Consultants Institutional
Indiana
$3.81M +$329K +8,164 +10%
GFA
813
Gifford Fong Associates
California
$3.81M
TNB
814
Thomasville National Bank
Georgia
$3.8M +$26.6K +659 +0.7%
BFA
815
Bill Few Associates
Pennsylvania
$3.8M +$75.4K +1,871 +2%
HSA
816
HBK Sorce Advisory
Pennsylvania
$3.8M +$71.7K +1,778 +2%
EFS
817
Essex Financial Services
Connecticut
$3.79M +$1.14M +28,203 +43%
SW
818
SVB Wealth
Massachusetts
$3.76M -$273K -6,785 -7%
OPTFSNA
819
Old Point Trust & Financial Services N A
Virginia
$3.75M -$2.26K -56 -0.1%
FPFS
820
First Personal Financial Services
North Carolina
$3.75M +$26.7K +662 +0.7%
LNWWM
821
Laird Norton Wetherby Wealth Management
California
$3.75M +$143K +3,537 +4%
SCP
822
Shorepoint Capital Partners
Massachusetts
$3.74M +$129K +3,204 +4%
WAOTB
823
Wealth Advisors of Tampa Bay
Florida
$3.74M +$211K +5,235 +6%
CK
824
Cohen Klingenstein
New York
$3.74M
GI
825
GLOBALT Investments
Georgia
$3.73M +$3.64M +90,343 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.