We are live on ! Find out more

2,785 hedge funds and large institutions have $144B invested in Verizon in 2021 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 1,352 increasing their positions, 1,092 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 1,352 | Existing positions reduced: 1,092

10% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 109

6% more funds holding in top 10

Funds holding in top 10: 8792 (+5)

0.23% less ownership

Funds ownership: 64.91%64.68% (-0.23%)

1% less call options, than puts

Call options by funds: $1.92B | Put options by funds: $1.93B

4% less capital invested

Capital invested by funds: $150B → $144B (-$5.67B)

1% less funds holding

Funds holding: 2,8162,785 (-31)

Holders
2,785
Holders Change
-31
Holders Change %
-1.1%
% of All Funds
48.75%
Holding in Top 10
92
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.75%
% of All Funds
1.61%
New
120
Increased
1,352
Reduced
1,092
Closed
109
Calls
$1.92B
Puts
$1.93B
Net Calls
-$13.6M
Net Calls Change
-$65.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
2001
Taurus Asset Management
New York
$684K -$24.2K -437 -3%
SAM
2002
Secure Asset Management
Michigan
$684K -$18.5K -335 -3%
JPLA
2003
Joseph P. Lucia & Associates
New York
$683K +$79.2K +1,432 +13%
FWM
2004
Focused Wealth Management
New York
$682K -$3.87K -70 -0.6%
MPIA
2005
Mountain Pacific Investment Advisers
Idaho
$679K -$65.3K -1,181 -9%
MLFP
2006
MPS Loria Financial Planners
Illinois
$679K -$15.9K -287 -2%
CA
2007
Capital Advantage
California
$679K -$2.88K -52 -0.4%
BCM
2008
Becker Capital Management
Oregon
$679K -$1.22K -22 -0.2%
PCA
2009
Pallas Capital Advisors
Massachusetts
$678K -$59.2K -1,071 -8%
EWA
2010
Encompass Wealth Advisors
Oregon
$678K
EWA
2011
ERTS Wealth Advisors
Michigan
$677K
MFG
2012
Magnus Financial Group
New York
$677K +$2.71K +49 +0.4%
SIC
2013
Samalin Investment Counsel
New York
$675K
HIP
2014
HUB Investment Partners
Texas
$673K -$1.73M -31,284 -72%
MCM
2015
Monarch Capital Management
Indiana
$671K +$39.9K +722 +6%
CAM
2016
Cozad Asset Management
Illinois
$670K -$50.9K -921 -7%
CIM
2017
CIM Investment Management
Pennsylvania
$670K -$4.04K -73 -0.6%
MG
2018
Mather Group
Illinois
$669K -$60.4K -1,092 -8%
AAM
2019
Aureus Asset Management
Massachusetts
$667K -$241K -4,360 -26%
GIM
2020
Guild Investment Management
California
$665K -$22.7K -410 -3%
FA
2021
Fermata Advisors
California
$665K +$17.2K +311 +3%
ECG
2022
Edge Capital Group
Georgia
$663K +$101K +1,833 +18%
F
2023
F3Logic
Minnesota
$659K +$149K +2,691 +28%
BAM
2024
Boyar Asset Management
New York
$657K -$9.96K -180 -1%
Cohen & Steers
2025
Cohen & Steers
New York
$656K

VZ Hedge Fund Activity: Q3 2021 in Review

2,785 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2021, worth a combined $144B — down 3.8% from $150B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new VZ positions and 109 closed out — a net gain of 11 holders — while 1,352 added to existing stakes and 1,092 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $206M. The largest seller was BlackRock, cutting an estimated $358M.

  • 2,785 institutional investors held Verizon (VZ) as of Q3 2021, down from 2,816 in Q2 2021.
  • Funds reported $144B of Verizon stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 120 funds opened new Verizon positions in Q3 2021 and 109 closed out, a net change of +11 holders.
  • The largest Verizon buyer in Q3 2021 was Dimensional Fund Advisors, an estimated $206M added.
  • The largest Verizon seller in Q3 2021 was BlackRock, an estimated $358M sold.

Based on aggregated 13F filings for Q3 2021.