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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
VWMG
1201
Virginia Wealth Management Group
Virginia
$1.72M -$13.7K -339 -0.8%
WE
1202
Wealth Effects
Massachusetts
$1.71M -$17K -423 -1%
HI
1203
Hudock Inc
Pennsylvania
$1.71M -$198K -4,914 -11%
FCM
1204
Fourpath Capital Management
Oklahoma
$1.71M -$45K -1,117 -3%
SWM
1205
Sculati Wealth Management
Michigan
$1.71M +$79.7K +1,978 +5%
ET
1206
Equitable Trust
Tennessee
$1.7M -$103K -2,558 -6%
BHC
1207
Bowen Hanes & Co
Florida
$1.7M
DWM
1208
Dorchester Wealth Management
Quebec, Canada
$1.7M -$131K -3,253 -7%
FFM
1209
Forum Financial Management
Illinois
$1.7M +$13.9K +346 +0.8%
BWG
1210
Berry Wealth Group
Texas
$1.7M +$78K +1,936 +5%
LWANC
1211
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.7M -$43.4K -1,078 -3%
AIA
1212
Affinity Investment Advisors
California
$1.7M +$437K +10,837 +36%
BTC
1213
Bank & Trust Company
Illinois
$1.69M +$1.66M +41,079 New
GWM
1214
Greenwich Wealth Management
Connecticut
$1.69M -$30.7K -762 -2%
SM
1215
Sciencast Management
New Jersey
$1.69M +$1.38M +34,307 +511%
WCAMG
1216
Woodard & Company Asset Management Group
North Carolina
$1.69M +$2.94K +73 +0.2%
BBA
1217
BLB&B Advisors
Pennsylvania
$1.67M -$134K -3,323 -8%
VAS
1218
Vestmark Advisory Solutions
Massachusetts
$1.67M +$153K +3,800 +10%
PHS
1219
Pekin Hardy Strauss
Illinois
$1.67M +$25.4K +629 +2%
DI
1220
Diligent Investors
California
$1.67M -$24K -595 -1%
TGAM
1221
TBH Global Asset Management
Tennessee
$1.67M -$902K -22,389 -36%
KCFA
1222
Key Client Fiduciary Advisors
New Jersey
$1.67M -$48.8K -1,211 -3%
SF
1223
Summit Financial
New Jersey
$1.66M +$641K +15,901 +65%
HI
1224
Harrington Investments
California
$1.66M -$14.1K -349 -0.9%
SWA
1225
Stratos Wealth Advisors
Ohio
$1.66M +$302K +7,501 +23%

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.