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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
NW
1051
NewEdge Wealth
Pennsylvania
$2.29M -$217K -5,393 -9%
ADIM
1052
Alpha DNA Investment Management
Maryland
$2.28M +$196K +4,853 +10%
MCM
1053
Mengis Capital Management
Oregon
$2.28M -$393K -9,757 -15%
ORG
1054
Optimist Retirement Group
Washington
$2.28M +$48.7K +1,208 +2%
ACM
1055
Advent Capital Management
New York
$2.27M +$2.22M +55,000 New
MIC
1056
Meridian Investment Counsel
California
$2.26M +$23.9K +594 +1%
ZIG
1057
Zullo Investment Group
Pennsylvania
$2.26M +$8.06K +200 +0.4%
OWA
1058
Octavia Wealth Advisors
Ohio
$2.25M +$93.4K +2,318 +4%
CAG
1059
Csenge Advisory Group
Florida
$2.25M -$197K -4,889 -8%
JWBC
1060
J.W. Burns & Co
New York
$2.25M -$146K -3,619 -6%
SFM
1061
Signet Financial Management
New Jersey
$2.25M -$430K -10,660 -16%
CT
1062
Colonial Trust
South Carolina
$2.24M +$126K +3,129 +6%
SIP
1063
Stoneridge Investment Partners
Pennsylvania
$2.24M -$101K -2,500 -4%
SFA
1064
Semmax Financial Advisors
North Carolina
$2.24M +$9.91K +246 +0.4%
WB
1065
Webster Bank
Connecticut
$2.24M -$38.8K -962 -2%
FWM
1066
Finer Wealth Management
Massachusetts
$2.23M -$53.7K -1,332 -2%
QWM
1067
Quadcap Wealth Management
Texas
$2.23M +$85K +2,110 +4%
UB
1068
Umpqua Bank
Oregon
$2.22M +$120K +2,979 +6%
BHCM
1069
Brevan Howard Capital Management
Jersey
$2.21M +$2.16M +53,637 New
HVIA
1070
Hudson Valley Investment Advisors
New York
$2.21M +$422K +10,470 +23%
PS
1071
Pensionfund Sabic
Netherlands
$2.21M
HA
1072
Hamel Associates
New Jersey
$2.21M +$283K +7,020 +15%
BIM
1073
Bridges Investment Management
Nebraska
$2.2M +$813K +20,164 +61%
MS
1074
Madden Securities
Texas
$2.19M -$11.5K -286 -0.5%
BEI
1075
Benjamin Edwards Inc
Missouri
$2.19M -$7.78K -193 -0.4%

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.