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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
TWM
1626
Thrive Wealth Management
Pennsylvania
$854K +$2.5K +62 +0.3%
LMKC
1627
L.M. Kohn & Company
Ohio
$853K +$71.3K +1,770 +9%
PA
1628
PSI Advisors
Florida
$852K -$335K -8,300 -29%
FWP
1629
FAS Wealth Partners
Kansas
$851K -$34.3K -850 -4%
RPGK
1630
Retirement Planning Group (Kansas)
Kansas
$851K -$124K -3,079 -13%
V
1631
VeraBank
Texas
$849K -$20.2K -500 -2%
MWM
1632
Modera Wealth Management
New Jersey
$849K +$19.3K +478 +2%
TL
1633
Tradewinds LLC
North Carolina
$847K +$316K +7,843 +62%
FCMA
1634
Foresight Capital Management Advisors
Michigan
$846K +$104K +2,569 +14%
TYCC
1635
Texas Yale Capital Corp
Florida
$845K +$267K +6,635 +48%
TFS
1636
Thoroughbred Financial Services
Tennessee
$844K +$518K +12,852 +169%
EFMC
1637
Empire Financial Management Company
New York
$844K -$85.1K -2,112 -9%
WAG
1638
Wallace Advisory Group
California
$838K +$91.2K +2,264 +13%
HWP
1639
Highline Wealth Partners
California
$835K +$3.71K +92 +0.5%
LA
1640
Lifeworks Advisors
Michigan
$835K -$57.2K -1,419 -7%
HNB
1641
Hilltop National Bank
Wyoming
$834K -$26K -644 -3%
SIM
1642
Sentry Investment Management
Wisconsin
$832K -$166K -4,131 -17%
VCS
1643
Vaughan & Co Securities
New Jersey
$831K +$12K +298 +2%
SAM
1644
Secure Asset Management
Michigan
$827K +$19.5K +484 +2%
CASB
1645
Cape Ann Savings Bank
Massachusetts
$826K +$2.3K +57 +0.3%
FCAS
1646
First Command Advisory Services
Texas
$825K -$118K -2,928 -13%
PG
1647
Patten Group
Tennessee
$825K +$27.9K +692 +4%
MFS
1648
Monetta Financial Services
Illinois
$825K
NIM
1649
Needham Investment Management
New York
$825K
PA
1650
PFG Advisors
Arizona
$824K +$30K +744 +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.