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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
SI
1426
SimpliFi Inc
California
$1.15M +$22.5K +559 +2%
MNBTD
1427
Moody National Bank Trust Division
Texas
$1.15M -$4.43K -110 -0.4%
PPW
1428
Parcion Private Wealth
Washington
$1.15M +$75.4K +1,871 +7%
CCM
1429
Chilton Capital Management
Texas
$1.15M +$33.5K +832 +3%
OC
1430
Oarsman Capital
Wisconsin
$1.15M -$64.6K -1,604 -5%
CA
1431
Continuum Advisory
Idaho
$1.14M -$19.9K -495 -2%
FW
1432
FullCircle Wealth
Texas
$1.14M +$1.16M +28,724 New
TSW
1433
Thompson Siegel & Walmsley
Virginia
$1.14M -$22.8K -565 -2%
CCA
1434
Checchi Capital Advisers
California
$1.14M -$27.2K -674 -2%
CC
1435
Chicago Capital
Illinois
$1.14M +$1.09K +27 +0.1%
NSIM
1436
North Star Investment Management
Illinois
$1.13M -$59.2K -1,469 -5%
DCM
1437
Dudley Capital Management
Virginia
$1.12M -$17.1K -425 -2%
ST
1438
Spinnaker Trust
Maine
$1.12M +$11.6K +288 +1%
MA
1439
MONECO Advisors
Connecticut
$1.12M +$33.8K +839 +3%
RL
1440
Rogco LP
Oklahoma
$1.11M +$164K +4,066 +18%
IPW
1441
Impact Partnership Wealth
Georgia
$1.11M +$205K +5,079 +23%
WPC
1442
Wedmont Private Capital
Pennsylvania
$1.1M +$274K +6,797 +34%
AB
1443
Atlas Brown
Kentucky
$1.1M -$255K -6,328 -19%
MCM
1444
Mork Capital Management
California
$1.1M
LC
1445
Lindbrook Capital
California
$1.1M -$127K -3,160 -11%
FIM
1446
Freedom Investment Management
Connecticut
$1.1M +$120K +2,989 +13%
MC
1447
Martin & Co
Tennessee
$1.1M -$79.8K -1,980 -7%
KWMG
1448
King Wealth Management Group
Florida
$1.1M -$20.6K -510 -2%
VBCG
1449
Valley Brook Capital Group
Pennsylvania
$1.1M -$29.5K -733 -3%
FMB
1450
Field & Main Bank
Kentucky
$1.09M +$40.3K +1,000 +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.