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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
FI
2201
Finivi Inc
Massachusetts
$350K +$14.3K +356 +4%
UFA
2202
US Financial Advisors
Massachusetts
$350K +$342K +8,487 New
WAC
2203
William Allan Corp
Colorado
$350K -$4.43K -110 -1%
TCWA
2204
Turtle Creek Wealth Advisors
Texas
$349K +$49.5K +1,229 +17%
MWP
2205
Meridian Wealth Partners
Pennsylvania
$348K +$340K +8,436 New
AL
2206
Aspiriant LLC
California
$347K -$114K -2,829 -25%
FSCM
2207
Front Street Capital Management
Montana
$347K -$114K -2,828 -25%
TW
2208
TritonPoint Wealth
Maryland
$346K +$17.2K +427 +5%
EIP
2209
Ellis Investment Partners
Pennsylvania
$345K +$17.3K +429 +5%
PSB
2210
Piscataqua Savings Bank
New Hampshire
$345K -$108K -2,685 -24%
HEIP
2211
Hudson Edge Investment Partners
New Jersey
$345K
PFA
2212
Petra Financial Advisors
Colorado
$344K -$1.73K -43 -0.5%
SPA
2213
Shore Point Advisors
New Jersey
$344K -$3.35K -83 -1%
SCG
2214
Sonata Capital Group
Washington
$342K -$1.37K -34 -0.4%
BP
2215
BBR Partners
New York
$342K -$117K -2,903 -26%
SCP
2216
Sivia Capital Partners
California
$342K +$41.1K +1,021 +14%
AGC
2217
Aspen Grove Capital
Colorado
$342K +$3.38K +84 +1%
MCM
2218
MontVue Capital Management
Virginia
$341K +$54.7K +1,356 +20%
S
2219
SimplyRich
California
$340K +$32.7K +812 +11%
BFM
2220
Boston Financial Management
Massachusetts
$340K -$37.6K -932 -10%
OC
2221
Oakworth Capital
Alabama
$340K +$7.74K +192 +2%
APW
2222
Austin Private Wealth
Texas
$338K +$41.7K +1,035 +14%
HCP
2223
Hardin Capital Partners
South Carolina
$338K +$330K +8,184 New
KFC
2224
Klingenstein Fields & Co
New York
$337K
JWWM
2225
Johnson & White Wealth Management
Pennsylvania
$337K +$127K +3,148 +63%

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.