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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
GCA
951
Greenwood Capital Associates
South Carolina
$2.79M +$772K +19,158 +40%
AWA
952
Arete Wealth Advisors
Illinois
$2.79M +$20.1K +499 +0.7%
IWA
953
Icon Wealth Advisors
Texas
$2.78M -$35.3K -877 -1%
Simplex Trading
954
Simplex Trading
Illinois
$2.78M -$1.5M -37,274 -36%
LCM
955
Lazari Capital Management
California
$2.78M -$11.8K -292 -0.4%
TNBTD
956
Trustmark National Bank Trust Department
Mississippi
$2.77M +$66.3K +1,645 +3%
KCM
957
Kerusso Capital Management
North Carolina
$2.77M +$2.71M +67,180 New
MSAM
958
Moloney Securities Asset Management
Missouri
$2.76M +$45.1K +1,118 +2%
MA
959
Montag & Associates
Georgia
$2.76M +$48.1K +1,194 +2%
PFS
960
Prospect Financial Services
New York
$2.76M -$1.91M -47,416 -42%
CII
961
Capital International Inc
California
$2.76M +$344K +8,540 +15%
CBB
962
Citizens Business Bank
California
$2.75M +$84K +2,085 +3%
SAM
963
Synergy Asset Management
Washington
$2.74M -$156K -3,868 -5%
CC
964
Centiva Capital
New York
$2.74M +$534K +13,241 +25%
SVWAG
965
Sound View Wealth Advisors Group
Georgia
$2.74M -$291K -7,210 -10%
CNBT
966
Canandaigua National Bank & Trust
New York
$2.72M -$290K -7,202 -10%
HA
967
Herold Advisors
New York
$2.72M +$113K +2,794 +4%
PCS
968
Personal CFO Solutions
New Jersey
$2.71M +$484K +12,010 +22%
MOS
969
MGO One Seven
Ohio
$2.71M +$260K +6,449 +11%
PWA
970
Phoenix Wealth Advisors
North Carolina
$2.71M +$1.08M +26,868 +69%
BB
971
Berkshire Bank
Massachusetts
$2.71M -$23.4K -580 -0.9%
VF
972
Vest Financial
Virginia
$2.7M +$130K +3,215 +5%
RWB
973
RMR Wealth Builders
New Jersey
$2.69M +$223K +5,530 +9%
GLA
974
Good Life Advisors
Pennsylvania
$2.68M +$39K +968 +2%
SHFA
975
SS&H Financial Advisors
Michigan
$2.68M -$26K -644 -1%

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.