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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
BOPW
1976
Brandywine Oak Private Wealth
Pennsylvania
$491K -$101K -2,497 -17%
AAP
1977
Arax Advisory Partners
Colorado
$490K +$136K +3,376 +40%
CHAM
1978
Clear Harbor Asset Management
Connecticut
$490K
OL
1979
Optas LLC
Texas
$490K +$25.8K +641 +6%
APW
1980
Aurora Private Wealth
New Jersey
$489K -$13.8K -343 -3%
TCM
1981
Tributary Capital Management
Nebraska
$489K -$22.1K -548 -4%
SCA
1982
SMH Capital Advisors
Texas
$487K -$25.2K -626 -5%
D
1983
Diversified
Delaware
$486K +$13K +322 +3%
DTC
1984
Davidson Trust Company
Washington
$485K -$108K -2,678 -19%
SFG
1985
Sovereign Financial Group
Connecticut
$483K +$3.67K +91 +0.8%
CL
1986
COWA LLC
Oklahoma
$483K -$12.5K -309 -3%
BA
1987
Bridgewater Advisors
New York
$482K +$486K +12,057 New
FFA
1988
First Foundation Advisors
California
$481K +$80.6K +1,999 +21%
CCM
1989
Chiron Capital Management
Florida
$481K -$592K -14,694 -56%
JPMIA
1990
J.P. Marvel Investment Advisors
Massachusetts
$479K
BFG
1991
Berger Financial Group
Minnesota
$477K -$9.79K -243 -2%
WCM Investment Management
1992
WCM Investment Management
California
$477K +$185K +4,593 +65%
JSW
1993
Journey Strategic Wealth
New Jersey
$476K +$192K +4,773 +70%
AWS
1994
Arkfeld Wealth Strategies
Nebraska
$476K -$6.49K -161 -1%
NRG
1995
Nemes Rush Group
Michigan
$476K -$28.5K -707 -6%
SIA
1996
Schechter Investment Advisors
Michigan
$476K +$159K +3,944 +52%
VHAM
1997
Van Hulzen Asset Management
California
$475K -$16K -398 -3%
BFAG
1998
Blackston Financial Advisory Group
Florida
$474K +$226K +5,602 +95%
RC
1999
Reik & Co
New York
$473K
PP
2000
PrairieView Partners
Minnesota
$469K +$403K +10,000 +723%

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.