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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
WBCM
2051
Wilson & Boucher Capital Management
California
$439K -$25.2K -625 -6%
LWM
2052
Liberty Wealth Management
California
$439K +$705K +17,486 +180%
BBI
2053
Baxter Bros Inc
Connecticut
$438K -$11.9K -296 -3%
Cohen & Steers
2054
Cohen & Steers
New York
$438K -$8.02K -199 -2%
CFSG
2055
Community Financial Services Group
Vermont
$437K -$87.1K -2,162 -17%
SFB
2056
STAR Financial Bank
Indiana
$436K +$45.8K +1,137 +12%
SA
2057
Shilanski & Associates
Alaska
$436K -$2.46K -61 -0.6%
ME
2058
McIlrath & Eck
Washington
$436K -$38.4K -953 -8%
EFG
2059
Ethos Financial Group
Pennsylvania
$434K +$48K +1,191 +14%
UFF
2060
USA Financial Formulas
Michigan
$434K +$421K +10,440 +14,500%
APA
2061
Astoria Portfolio Advisors
New York
$433K +$125K +3,108 +42%
SMA
2062
Sage Mountain Advisors
Georgia
$433K -$82.4K -2,044 -16%
TWP
2063
Tower Wealth Partners
Pennsylvania
$433K +$36.5K +905 +9%
CSI
2064
Cross Staff Investments
New York
$432K -$37.5K -930 -8%
AAM
2065
Augustine Asset Management
Florida
$431K -$21.1K -523 -5%
KWM
2066
Kolinsky Wealth Management
New Jersey
$429K -$49.8K -1,236 -11%
RGC
2067
Roberts, Glore & Co
Illinois
$429K -$25.2K -625 -6%
CAG
2068
Crestwood Advisors Group
Massachusetts
$428K -$113K -2,814 -21%
MCM
2069
Manchester Capital Management
Vermont
$428K -$97.5K -2,420 -19%
FAFN
2070
First Affirmative Financial Network
Colorado
$427K +$24K +596 +6%
ICP
2071
Interchange Capital Partners
Pennsylvania
$427K +$417K +10,354 New
Fidelity International
2072
Fidelity International
Bermuda
$426K -$15.9K -394 -4%
TWM
2073
TriaGen Wealth Management
California
$425K +$8.06K +200 +2%
BAM
2074
BOS Asset Management
Illinois
$423K +$1.81K +45 +0.4%
OFG
2075
Oxford Financial Group
Indiana
$422K +$101K +2,499 +32%

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.