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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
SMFG
1701
Sumitomo Mitsui Financial Group
Japan
$754K -$18.6K -461 -2%
ML
1702
McAdam LLC
Pennsylvania
$752K +$31.9K +791 +5%
MSS
1703
Mitchell Sinkler & Starr
Pennsylvania
$752K -$312K -7,736 -30%
SQA
1704
Simon Quick Advisors
New Jersey
$752K +$91.4K +2,268 +14%
PWPS
1705
Pinnacle Wealth Planning Services
Ohio
$751K -$19.2K -476 -3%
WA1
1706
Wimmer Associates 1
California
$751K -$6.04K -150 -0.8%
RHDIC
1707
R.H. Dinel Investment Counsel
California
$750K
OFS
1708
OMC Financial Services
New York
$750K -$27.1K -672 -4%
NCM
1709
NCM Capital Management
New Jersey
$748K
CWS
1710
Cypress Wealth Services
California
$746K -$51.5K -1,277 -7%
ACGA
1711
Atlanta Consulting Group Advisors
Georgia
$746K -$24K -595 -3%
CCG
1712
Catalina Capital Group
California
$743K +$235K +5,831 +48%
TWM
1713
Trueblood Wealth Management
Ohio
$742K +$13.2K +328 +2%
CIA
1714
Cape Investment Advisory
Georgia
$741K -$36.2K -899 -5%
KIG
1715
Kowal Investment Group
Wisconsin
$741K -$92.2K -2,287 -11%
EWS
1716
Eagle Wealth Strategies
New Jersey
$740K +$202 +5 +0%
MWM
1717
Massachusetts Wealth Management
Massachusetts
$740K -$98.1K -2,435 -12%
RW
1718
Rede Wealth
Virginia
$738K
IA
1719
Insight Advisors
Pennsylvania
$738K -$2.1K -52 -0.3%
AFAS
1720
Acorn Financial Advisory Services
Virginia
$737K -$42.7K -1,060 -6%
EA
1721
Emerald Advisors
Washington
$736K -$30.9K -767 -4%
GFP
1722
Gryphon Financial Partners
Ohio
$736K +$44.5K +1,103 +7%
SIC
1723
Samalin Investment Counsel
New York
$734K -$8.75K -217 -1%
BWL
1724
Bogart Wealth LLC
Virginia
$734K +$68.8K +1,706 +11%
AWAP
1725
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$732K +$9.71K +241 +1%

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.