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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
SWM
2101
SFG Wealth Management
Maryland
$405K +$81 +2 +0%
PFA
2102
Pure Financial Advisors
California
$405K -$3.95K -98 -1%
CA
2103
Calton & Associates
Florida
$405K +$11.8K +292 +3%
SLC
2104
Second Line Capital
Louisiana
$405K +$122K +3,016 +44%
MA
2105
MJP Associates
Connecticut
$403K +$48.4K +1,200 +14%
NGA
2106
Naples Global Advisors
Florida
$403K -$7.74K -192 -2%
KBG
2107
Kahn Brothers Group
New York
$403K -$9.99K -248 -2%
WMP
2108
Wealth Management Partners
Arizona
$402K -$77.5K -1,924 -16%
CF
2109
Convergence Financial
Missouri
$402K +$393K +9,739 New
BCA
2110
Bray Capital Advisors
Florida
$402K
MAWCM
2111
Mine & Arao Wealth Creation & Management
California
$401K +$31.2K +774 +9%
WF
2112
Wayfinding Financial
Washington
$401K +$484 +12 +0.1%
HWA
2113
Heritage Wealth Advisors
Virginia
$400K -$11.2K -278 -3%
RS
2114
Rakuten Securities
Japan
$399K -$262K -6,503 -40%
DSC
2115
Duncker Streett & Co
Missouri
$399K +$685 +17 +0.2%
CIAS
2116
CFS Investment Advisory Services
New Jersey
$398K +$27.2K +674 +8%
WRPWM
2117
Werba Rubin Papier Wealth Management
California
$397K +$388K +9,621 New
BBW
2118
Blue Barn Wealth
Utah
$396K +$40.3K +999 +12%
JWM
2119
Janiczek Wealth Management
Colorado
$395K +$48.5K +1,203 +14%
DWM
2120
Darwin Wealth Management
Florida
$395K -$1.81K -45 -0.5%
EFG
2121
Everhart Financial Group
Ohio
$395K +$95K +2,357 +33%
OPA
2122
Old Port Advisors
Maine
$395K +$2.78K +69 +0.7%
FNB
2123
Farmers National Bank
Kentucky
$393K -$3.27K -81 -0.8%
CAM
2124
Concorde Asset Management
Michigan
$392K +$6.49K +161 +2%
DDC
2125
DF Dent & Co
Maryland
$391K -$96.3K -2,389 -20%

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.