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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
JSL
1926
JT Stratford LLC
Georgia
$528K -$1.22M -30,381 -70%
EAM
1927
Empirical Asset Management
Massachusetts
$526K -$156K -3,878 -23%
OF
1928
Outfitter Financial
Maine
$525K -$2.62K -65 -0.5%
GA
1929
Geller Advisors
New York
$525K -$21.1K -524 -4%
KA
1930
Kooman & Associates
Pennsylvania
$523K +$209K +5,198 +69%
AO
1931
Advisor OS
Illinois
$522K -$172K -4,268 -25%
SWA
1932
Sax Wealth Advisors
New Jersey
$522K +$108K +2,689 +27%
WA
1933
Wealth Architects
California
$522K +$242 +6 +0%
JAG
1934
Journey Advisory Group
Kentucky
$521K -$76.6K -1,900 -13%
QCIG
1935
Quad-Cities Investment Group
Iowa
$521K -$20.1K -499 -4%
TT
1936
TI-Trust
Illinois
$521K
PJSIMP
1937
P.J. Schmidt Investment Management (PJS)
Wisconsin
$520K -$12.1K -300 -2%
HP
1938
Hyperion Partners
Pennsylvania
$520K -$6.97K -173 -1%
HB
1939
HTLF Bank
Colorado
$520K -$36.5K -906 -7%
SCM
1940
Stonehearth Capital Management
Massachusetts
$520K -$1.01K -25 -0.2%
CIM
1941
CIM Investment Management
Pennsylvania
$519K -$4.19K -104 -0.8%
IHL
1942
Investment House LLC
California
$518K +$71.9K +1,783 +17%
SAF
1943
Smith Anglin Financial
Texas
$518K +$4.23K +105 +0.8%
WDG
1944
Wealth Dimensions Group
Ohio
$518K +$1.98K +49 +0.4%
SFC
1945
Strategic Financial Concepts
Texas
$518K +$5.61M +139,249 +867%
CP
1946
Covenant Partners
Tennessee
$516K -$85.6K -2,125 -15%
SMWM
1947
Silvia McColl Wealth Management
California
$516K
WCM
1948
Washington Capital Management
Washington
$516K -$3.02K -75 -0.6%
AA
1949
Alta Advisers
United Kingdom
$516K +$52.4K +1,300 +12%
FPWM
1950
FSB Premier Wealth Management
Iowa
$515K +$7.05K +175 +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.