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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
WIS
1076
Wright Investors Service
Connecticut
$2.18M -$403K -10,006 -16%
CAM
1077
Centre Asset Management
New York
$2.17M -$713K -17,682 -25%
WC
1078
Woodstock Corp
Massachusetts
$2.17M -$19.7K -490 -0.9%
RWM
1079
Rockline Wealth Management
New York
$2.16M +$190K +4,719 +10%
SLFPAM
1080
St. Louis Financial Planners Asset Management
Missouri
$2.16M +$188K +4,672 +10%
SBIA
1081
Sheaff Brock Investment Advisors
Indiana
$2.16M -$139K -3,446 -6%
YAM
1082
Yacktman Asset Management
Texas
$2.14M -$1.33M -33,000 -39%
NP
1083
NorthRock Partners
Minnesota
$2.14M -$44.5K -1,105 -2%
KA
1084
Kovack Advisors
Florida
$2.14M -$267K -6,634 -11%
QPWM
1085
Quadrant Private Wealth Management
Pennsylvania
$2.13M +$32.6K +809 +2%
BCM
1086
BTC Capital Management
Iowa
$2.13M +$159K +3,938 +8%
MCA
1087
MSH Capital Advisors
Arizona
$2.11M -$5.68K -141 -0.3%
WPC
1088
White Pine Capital
Minnesota
$2.11M -$31.9K -792 -2%
MSA
1089
Marino Stram & Associates
Massachusetts
$2.1M -$14.6K -363 -0.7%
SP
1090
Symmetry Partners
Connecticut
$2.1M -$651K -16,143 -24%
RIM
1091
Redwood Investment Management
Arizona
$2.1M -$96.4K -2,392 -4%
CHC
1092
City Holding Co
West Virginia
$2.09M -$203K -5,045 -9%
PP
1093
Patten & Patten
Tennessee
$2.08M -$149K -3,700 -7%
BOSSRA
1094
B.O.S.S. Retirement Advisors
Utah
$2.08M +$24K +596 +1%
TCWM
1095
Total Clarity Wealth Management
Illinois
$2.08M -$210K -5,204 -9%
MMA
1096
Miracle Mile Advisors
California
$2.07M -$236K -5,866 -10%
DEM
1097
Disciplined Equity Management
Florida
$2.07M +$6.45K +160 +0.3%
QI
1098
Qtron Investments
Massachusetts
$2.07M
AIA
1099
Armor Investment Advisors
North Carolina
$2.07M +$16.2K +402 +0.8%
EWM
1100
EPG Wealth Management
Georgia
$2.06M -$2M -49,536 Closed

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.