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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
RCM
2001
Ridgepath Capital Management
Tennessee
$468K +$259K +6,431 +131%
OCM
2002
One Capital Management
California
$468K +$118K +2,937 +35%
AAIM
2003
Asset Advisors Investment Management
Georgia
$467K +$210K +5,204 +85%
ACP
2004
Aveo Capital Partners
Colorado
$466K -$130K -3,224 -22%
HGERS
2005
Householder Group Estate & Retirement Specialist
Arizona
$466K +$42.6K +1,056 +10%
IWN
2006
Independent Wealth Network
Iowa
$465K -$73.4K -1,821 -14%
RCI
2007
RS Crum Inc
California
$465K +$49.7K +1,234 +12%
PGAM
2008
Princeton Global Asset Management
New Jersey
$465K +$16.3K +405 +4%
MWM
2009
Mosley Wealth Management
California
$465K +$4.88K +121 +1%
SN
2010
Sittner & Nelson
Oregon
$463K +$17.2K +427 +4%
IPWA
2011
International Private Wealth Advisors
California
$463K +$5.36K +133 +1%
WWM
2012
Whalen Wealth Management
Nevada
$463K +$452K +11,223 New
LA
2013
LexAurum Advisors
Kansas
$462K -$69K -1,712 -13%
Fayez Sarofim & Co
2014
Fayez Sarofim & Co
Texas
$461K
CAM
2015
Costello Asset Management
Pennsylvania
$461K -$83K -2,059 -16%
C
2016
CEDRUS
Colorado
$459K +$95.3K +2,364 +27%
BWM
2017
BCS Wealth Management
Tennessee
$459K +$10.5K +260 +2%
WTFG
2018
Wells Trecaso Financial Group
Ohio
$459K -$30.3K -751 -6%
KHCM
2019
Kirtland Hills Capital Management
Ohio
$458K +$12.4K +308 +3%
SLT
2020
St Louis Trust
Missouri
$458K
PFM
2021
Peak Financial Management
Massachusetts
$458K +$21.9K +543 +5%
CIC
2022
Chase Investment Counsel
Virginia
$457K +$447K +11,100 New
SC
2023
Syon Capital
California
$457K +$38.8K +962 +10%
LGA
2024
Lebenthal Global Advisors
New York
$456K -$5K -124 -1%
ACM
2025
Avalon Capital Management
California
$456K +$32.2K +800 +8%

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.