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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
CA
826
Clearstead Advisors
Ohio
$3.73M +$2.47M +61,370 +212%
PT
827
Plimoth Trust
Massachusetts
$3.72M -$109K -2,710 -3%
HCA
828
Horan Capital Advisors
Ohio
$3.7M -$14.6K -362 -0.4%
CWM
829
Congress Wealth Management
Massachusetts
$3.7M +$3.17M +78,603 +710%
UIC
830
Uniplan Investment Counsel
Wisconsin
$3.69M -$63.4K -1,574 -2%
DFG
831
Delta Financial Group
New Jersey
$3.66M +$37K +918 +1%
QIM
832
Quantitative Investment Management
Virginia
$3.65M +$3.57M +88,480 New
STA
833
Summit Trail Advisors
New York
$3.64M +$1.28M +31,664 +56%
PAM
834
Palisade Asset Management
Minnesota
$3.63M -$87.9K -2,180 -2%
XT
835
XTX Topco
Cayman Islands
$3.63M +$3.55M +87,975 New
FPAS
836
Focus Partners Advisor Solutions
Missouri
$3.62M +$579K +14,378 +20%
LOAME
837
Lombard Odier Asset Management (Europe)
United Kingdom
$3.62M -$104K -2,591 -3%
FTF
838
Freedom Together Foundation
New York
$3.59M -$725K -18,000 -17%
AAS
839
Ameritas Advisory Services
Nebraska
$3.59M +$84.2K +2,088 +2%
Wolverine Trading
840
Wolverine Trading
Illinois
$3.57M +$1.37M +33,900 +64%
EPFB
841
Employees Provident Fund Board
Malaysia
$3.55M
BSB
842
Bangor Savings Bank
Maine
$3.55M -$173K -4,284 -5%
FMWA
843
Forvis Mazars Wealth Advisors
Missouri
$3.54M +$415K +10,296 +14%
IWM
844
IHT Wealth Management
Illinois
$3.54M +$32.1K +797 +0.9%
P
845
Pitcairn
Pennsylvania
$3.53M +$28.5K +706 +0.8%
JFGIW
846
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.53M +$1.64M +40,628 +91%
DIA
847
Dana Investment Advisors
Wisconsin
$3.52M -$445K -11,037 -11%
JWM
848
Jeppson Wealth Management
California
$3.5M +$5.44K +135 +0.2%
JIC
849
Johnson Investment Counsel
Ohio
$3.5M -$181K -4,499 -5%
LCS
850
Levin Capital Strategies
New York
$3.5M +$527K +13,082 +18%

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.