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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
LAM
1751
LECAP Asset Management
United Kingdom
$698K +$682K +16,915 New
ETC
1752
Exchange Traded Concepts
Oklahoma
$695K -$16.1M -399,458 -96%
MWM
1753
Mascoma Wealth Management
New Hampshire
$694K -$277K -6,884 -29%
FIM
1754
Fruth Investment Management
Texas
$694K -$25.1K -622 -4%
TA
1755
TFB Advisors
Kansas
$693K +$98.4K +2,441 +17%
LWM
1756
Laidlaw Wealth Management
New York
$692K +$29.1K +722 +4%
PWLP
1757
Prio Wealth Limited Partnership
Massachusetts
$691K -$23.6K -586 -3%
CGA
1758
Crescent Grove Advisors
Illinois
$690K +$185K +4,583 +38%
HR
1759
Howe & Rusling
New York
$690K +$88.6K +2,198 +15%
NAS
1760
Nicolet Advisory Services
Wisconsin
$688K +$6.57K +163 +1%
SFP
1761
Sandbox Financial Partners
Maryland
$687K +$50.4K +1,250 +8%
SWP
1762
ShoreHaven Wealth Partners
New Jersey
$687K +$3.51K +87 +0.5%
CFG
1763
Carr Financial Group
Massachusetts
$686K +$319K +7,916 +91%
SFC
1764
Sprinkle Financial Consultants
Colorado
$685K +$190K +4,717 +40%
PP
1765
PDS Planning
Ohio
$685K +$72.3K +1,793 +12%
BCM
1766
BluePath Capital Management
Georgia
$684K +$214K +5,298 +47%
SC
1767
Steph & Co
Wisconsin
$682K -$27.5K -683 -4%
MA
1768
MBA Advisors
Pennsylvania
$682K +$22.9K +569 +4%
SI
1769
Saxon Interests
Texas
$681K +$23.7K +588 +4%
PCM
1770
Permanent Capital Management
Illinois
$680K +$633K +15,715 New
CAMV
1771
Concord Asset Management (Virginia)
Virginia
$678K +$14.4K +357 +2%
CS
1772
Capital Square
Tennessee
$678K +$4.92K +122 +0.7%
CWP
1773
Core Wealth Partners
California
$678K +$662K +16,429 New
ST
1774
Somerset Trust
Pennsylvania
$677K +$38.2K +948 +6%
NERM
1775
New England Research & Management
Illinois
$677K -$1.21K -30 -0.2%

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.