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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
I
2076
InceptionR
California
$421K +$412K +10,212 New
GFG
2077
Goldstone Financial Group
Illinois
$420K +$93.6K +2,322 +30%
NEWAS
2078
N.E.W. Advisory Services
Wisconsin
$419K -$33.4K -828 -8%
CCWA
2079
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$419K -$23.2K -576 -5%
CAM
2080
Cozad Asset Management
Illinois
$418K +$17.3K +429 +4%
PPWM
2081
Paragon Private Wealth Management
Kentucky
$418K +$35.1K +872 +9%
YCG
2082
Yeomans Consulting Group
Georgia
$417K +$407K +10,101 New
AFGAS
2083
Allegiance Financial Group Advisory Services
Virginia
$416K +$40 +1 +0%
CA
2084
Cornerstone Advisory
Maryland
$415K -$359K -8,908 -47%
FAT
2085
First American Trust
California
$415K -$44K -1,092 -10%
AOI
2086
Auto-Owners Insurance
Michigan
$414K
AGWCA
2087
Annis Gardner Whiting Capital Advisors
Florida
$413K +$55.5K +1,377 +16%
SPC
2088
Spirepoint Private Client
Florida
$413K +$27.7K +688 +7%
CCAL
2089
City Center Advisors LLC
Michigan
$413K
AWM
2090
Accel Wealth Management
Iowa
$412K -$7.98K -198 -2%
MGAM
2091
McGowan Group Asset Management
Texas
$412K -$2.46K -61 -0.6%
CG
2092
CFO4Life Group
Texas
$411K +$20.5K +508 +5%
WI
2093
Wedgewood Investors
Pennsylvania
$411K +$401K +9,956 New
ROTUOC
2094
Regents of the University of California
California
$409K -$315K -7,808 -44%
AHL
2095
Abel Hall LLC
Louisiana
$409K +$32K +794 +9%
ASFA
2096
All Season Financial Advisors
Colorado
$408K -$22K -546 -5%
NRI
2097
NFP Retirement Inc
California
$408K -$33.2K -823 -8%
MTWM
2098
Masso Torrence Wealth Management
New Jersey
$408K +$11.2K +278 +3%
VAM
2099
Verity Asset Management
North Carolina
$407K -$1.61K -40 -0.4%
CAAM
2100
Cornerstone Advisors Asset Management
Pennsylvania
$406K

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.