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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
CCG
1176
Coastwise Capital Group
California
$1.78M -$52.1K -1,293 -3%
AFG
1177
Atomi Financial Group
New York
$1.78M +$887 +22 +0.1%
STA
1178
Smith Thornton Advisors
Alabama
$1.77M +$1.73M +42,964 New
VFG
1179
Valley Financial Group
Pennsylvania
$1.77M -$887 -22 -0.1%
VT
1180
Vise Technologies
New York
$1.77M +$255K +6,339 +17%
MWM
1181
Meridian Wealth Management
Kentucky
$1.77M +$1.73M +42,950 New
CAAS
1182
Capital Asset Advisory Services
Michigan
$1.77M -$773K -19,185 -31%
BFIM
1183
Beese Fulmer Investment Management
Ohio
$1.77M -$42.8K -1,061 -2%
UCI
1184
Uncommon Cents Investing
Wisconsin
$1.77M +$10.1K +250 +0.6%
EI
1185
EDMP Inc
Florida
$1.77M -$12.4K -307 -0.7%
AW
1186
Apricus Wealth
South Carolina
$1.76M -$47.6K -1,181 -3%
FAM
1187
Formidable Asset Management
Ohio
$1.76M +$47.7K +1,184 +3%
FNFDCM
1188
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.76M -$913K -22,643 -35%
SP
1189
Stonebrook Private
Michigan
$1.76M +$14.8K +366 +0.9%
WDA
1190
Wendell David Associates
New Hampshire
$1.75M -$691K -17,150 -29%
SGCA
1191
Steel Grove Capital Advisors
Tennessee
$1.75M -$142K -3,517 -8%
DT
1192
Diversified Trust
Tennessee
$1.75M +$949K +23,535 +124%
TIA
1193
Traphagen Investment Advisors
New Jersey
$1.75M -$71.1K -1,765 -4%
CI
1194
Conning Inc
Connecticut
$1.74M +$29.3K +727 +2%
PPWP
1195
Premier Path Wealth Partners
New Jersey
$1.74M +$64.2K +1,592 +4%
BW
1196
Bison Wealth
Georgia
$1.73M
CIG
1197
Cairn Investment Group
Washington
$1.73M -$8.95K -222 -0.5%
JIC
1198
Joel Isaacson & Co
New York
$1.73M -$17.7K -440 -1%
BFS
1199
Bradley Foster & Sargent
Connecticut
$1.73M +$25.9K +643 +2%
WSCM
1200
Wellington Shields Capital Management
New York
$1.72M +$255K +6,321 +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.