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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
CD
1351
Chapin Davis
Maryland
$1.32M -$12.5K -310 -1%
NA
1352
Navellier & Associates
Nevada
$1.31M +$692K +17,160 +117%
STAS
1353
Strong Tower Advisory Services
Minnesota
$1.31M -$1.02M -25,308 -44%
AIC
1354
Argus Investors Counsel
New York
$1.31M -$191K -4,750 -13%
CF
1355
Centaurus Financial
California
$1.31M -$206K -5,122 -14%
FRM
1356
Fox Run Management
Connecticut
$1.31M +$1.28M +31,670 New
IRC
1357
Investors Research Corp
Georgia
$1.31M
LCWP
1358
Legacy Capital Wealth Partners
Arkansas
$1.3M +$1.28M +31,637 New
KFS
1359
Keynote Financial Services
Connecticut
$1.3M +$156K +3,862 +14%
AIS
1360
AM Investment Strategies
Tennessee
$1.3M +$30.3K +753 +2%
FDS
1361
First Dallas Securities
Texas
$1.3M +$40.6K +1,007 +3%
H
1362
HoyleCohen
California
$1.3M -$6.37M -157,942 -83%
MW
1363
Marcum Wealth
Ohio
$1.29M +$95.8K +2,378 +8%
JPLA
1364
Joseph P. Lucia & Associates
New York
$1.29M +$81.4K +2,020 +7%
MCM
1365
Marathon Capital Management
Maryland
$1.29M +$34.4K +853 +3%
BCWM
1366
Bartlett & Co Wealth Management
Ohio
$1.29M -$164K -4,068 -12%
TW
1367
TrinityPoint Wealth
Connecticut
$1.29M +$37.4K +928 +3%
GIP
1368
Granite Investment Partners
California
$1.29M -$141K -3,500 -10%
AFG
1369
Allegheny Financial Group
Pennsylvania
$1.28M -$725 -18 -0.1%
SSG
1370
Summit Securities Group
New York
$1.28M -$1.31M -32,600 -51%
WCBA
1371
Weaver C. Barksdale & Associates
Tennessee
$1.28M -$19.9K -493 -2%
CCC
1372
Chelsea Counsel Company
California
$1.28M +$1.14M +28,170 +988%
SAM
1373
Stansberry Asset Management
Texas
$1.28M -$183K -4,531 -13%
NDSI
1374
Newman Dignan & Sheerar Inc
Rhode Island
$1.28M -$85.8K -2,129 -6%
FWM
1375
Forza Wealth Management
Florida
$1.27M +$68.5K +1,700 +6%

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.