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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
FIC
1726
FCG Investment Company
Tennessee
$732K -$268K -6,656 -27%
FFWA
1727
FRG Family Wealth Advisors
Washington
$731K -$79.2K -1,965 -10%
SC
1728
Sapient Capital
Indiana
$730K -$162K -4,031 -19%
HAM
1729
Harmony Asset Management
Arizona
$729K -$742K -18,398 -51%
LCGC
1730
Legacy Capital Group California
California
$728K -$10.4K -259 -1%
KLCM
1731
KG&L Capital Management
Louisiana
$726K -$234K -5,805 -25%
CIA
1732
Compass Ion Advisors
Pennsylvania
$722K
AWA
1733
Aaron Wealth Advisors
Illinois
$722K +$51.9K +1,288 +8%
JJBC
1734
James J. Burns & Company
New York
$720K +$300K +7,432 +74%
WQ
1735
Wealth Quarterback
New Jersey
$718K +$48.8K +1,210 +7%
CPWA
1736
Cerro Pacific Wealth Advisors
California
$717K +$700K +17,379 New
GWM
1737
Gray Wealth Management
Maine
$716K +$3.59K +89 +0.5%
CF
1738
Copperwynd Financial
Arizona
$715K +$106K +2,625 +17%
KIA
1739
Kraematon Investment Advisors
Massachusetts
$713K +$6.17K +153 +0.9%
KFA
1740
Kelleher Financial Advisors
New York
$711K -$219K -5,425 -24%
WFC
1741
Western Financial Corp
California
$711K +$17.9K +443 +3%
FA
1742
Financial Advisors
Massachusetts
$709K +$6.65K +165 +1%
RIA
1743
Richwood Investment Advisors
Ohio
$708K -$21.6K -536 -3%
RCM
1744
RB Capital Management
Nevada
$705K -$2.5K -62 -0.4%
CFP
1745
Catalyst Financial Partners
Massachusetts
$704K -$45.5K -1,128 -6%
LD
1746
Lipe & Dalton
New York
$704K
ORC
1747
O'Rourke & Company
Massachusetts
$704K +$68.2K +1,693 +11%
IGGA
1748
Iron Gate Global Advisors
Utah
$702K -$255K -6,319 -27%
CRWM
1749
Castle Rock Wealth Management
California
$700K +$2.02K +50 +0.3%
BWP
1750
BSW Wealth Partners
Colorado
$700K +$24.9K +619 +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.