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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
ATFA
2151
All Terrain Financial Advisors
Minnesota
$375K +$564 +14 +0.2%
PGWM
2152
Pitti Group Wealth Management
New York
$375K +$1.57K +39 +0.4%
BWA
2153
Blodgett Wealth Advisors
California
$375K -$10.8K -268 -3%
CHP
2154
Cable Hill Partners
Oregon
$375K -$65.8K -1,632 -15%
MMM
2155
Mendel Money Management
Illinois
$375K -$57.8K -1,435 -14%
RZH
2156
Relyea Zuckerberg Hanson
Connecticut
$374K +$39.3K +974 +12%
SWP
2157
Significant Wealth Partners
Illinois
$373K +$92.9K +2,304 +34%
EBT
2158
Enterprise Bank & Trust
Massachusetts
$371K -$26.1K -647 -7%
QIM
2159
Quest Investment Management
Oregon
$371K
NAMNJ
2160
NorthStar Asset Management (New Jersey)
New Jersey
$371K -$15.2K -376 -4%
SFG
2161
Socha Financial Group
New York
$371K -$38.3K -950 -10%
CA
2162
Crewe Advisors
Utah
$370K +$59.3K +1,472 +20%
EW
2163
Element Wealth
Mississippi
$370K +$96.4K +2,393 +36%
MWA
2164
Meridian Wealth Advisors
Texas
$370K +$34.7K +861 +11%
CMI
2165
Clare Market Investments
Texas
$370K -$312K -7,729 -46%
HFS
2166
Heritage Financial Services
Massachusetts
$369K +$156K +3,867 +76%
LGWM
2167
Litman Gregory Wealth Management
California
$369K -$33.6K -834 -9%
S
2168
Sachetta
Massachusetts
$369K +$3.71K +92 +1%
LWM
2169
LJI Wealth Management
Indiana
$369K +$360K +8,939 New
CB
2170
Centennial Bank
Arkansas
$368K
FWA
2171
FSM Wealth Advisors
Ohio
$368K -$33.8K -839 -9%
PCP
2172
Proficio Capital Partners
Massachusetts
$367K +$21K +521 +6%
CFG
2173
Cooper Financial Group
California
$367K -$127K -3,150 -26%
DFA
2174
Delta Financial Advisors
Louisiana
$367K -$10.6K -262 -3%
FI
2175
Financial Insights
Washington
$366K -$137K -3,387 -28%

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.