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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
BEAM
926
Baker Ellis Asset Management
Washington
$2.92M -$16.1K -400 -0.6%
HPIA
927
Hamilton Point Investment Advisors
North Carolina
$2.91M +$27K +670 +1%
CAM
928
Cidel Asset Management
Ontario, Canada
$2.9M +$38.2K +949 +1%
MFGM
929
Marshall Financial Group (Maryland)
Maryland
$2.89M -$179K -4,434 -6%
KWA
930
Kingswood Wealth Advisors
California
$2.89M +$654K +16,222 +30%
FFP
931
FourThought Financial Partners
Florida
$2.89M -$140K -3,478 -5%
FC
932
Forte Capital
New York
$2.88M -$8.3K -206 -0.3%
BS
933
Banco Santander
Spain
$2.88M +$207K +5,131 +8%
GWSG
934
GPS Wealth Strategies Group
Colorado
$2.88M -$51K -1,266 -2%
OHWP
935
Oak Harbor Wealth Partners
North Carolina
$2.88M +$49.9K +1,238 +2%
LTAS
936
Linden Thomas Advisory Services
North Carolina
$2.87M +$206K +5,118 +8%
IB
937
Intrust Bank
Kansas
$2.85M -$9.07K -225 -0.3%
VSQM
938
V-Square Quantitative Management
Illinois
$2.85M -$243K -6,019 -8%
SIG
939
Sky Investment Group
Connecticut
$2.85M -$94.1K -2,335 -3%
AWAU
940
Alliance Wealth Advisors (Utah)
Utah
$2.84M +$121K +3,009 +5%
HC
941
Henshaw Capital
Massachusetts
$2.84M
CSA
942
Cottage Street Advisors
Massachusetts
$2.83M +$59.2K +1,469 +2%
WI
943
WBI Investments
New Jersey
$2.82M -$1.25M -31,020 -31%
CCM
944
Cutler Capital Management
Massachusetts
$2.81M +$219K +5,439 +9%
CRI
945
Colonial River Investments
Virginia
$2.81M -$209K -5,181 -7%
WWMSC
946
Wagner Wealth Management (South Carolina)
South Carolina
$2.8M -$1.14M -28,347 -29%
CIC
947
Canal Insurance Company
South Carolina
$2.8M
MP
948
McDonald Partners
Ohio
$2.8M +$73K +1,811 +3%
RCM
949
Raleigh Capital Management
North Carolina
$2.8M -$232K -5,748 -8%
FAIM
950
Financial Advocates Investment Management
Washington
$2.79M -$3.57M -88,552 -57%

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.