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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
BWAM
2226
Boyd Watterson Asset Management
Ohio
$335K
LWM
2227
Lodestone Wealth Management
Washington
$334K -$7.9K -196 -2%
V
2228
ViaWealth
Kansas
$334K -$106K -2,620 -24%
CAM
2229
Covenant Asset Management
New Jersey
$334K -$28.2K -700 -8%
LWCFA
2230
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$334K -$68.9K -1,710 -18%
GIA
2231
GHP Investment Advisors
Colorado
$334K -$4.8K -119 -1%
LWM
2232
Lakeridge Wealth Management
Ohio
$333K -$5.32K -132 -2%
FCFC
2233
First Commonwealth Financial Corp
Pennsylvania
$333K -$12.7K -314 -4%
PIA
2234
Pinion Investment Advisors
Kansas
$333K -$12.6K -312 -4%
BDFN
2235
Bond & Devick Financial Network
Minnesota
$332K +$12.8K +318 +4%
TSWM
2236
Tyler-Stone Wealth Management
Ohio
$332K -$20K -497 -6%
TCOK
2237
Trust Company of Kansas
Kansas
$331K -$11.5K -285 -3%
GAB
2238
German American Bancorp
Indiana
$331K
LFA
2239
Laraway Financial Advisors
Minnesota
$329K +$4.47K +111 +1%
RPWA
2240
Regent Peak Wealth Advisors
Georgia
$329K +$10.9K +270 +4%
SPWG
2241
Sage Private Wealth Group
Illinois
$329K +$43K +1,067 +15%
AWA
2242
Acorn Wealth Advisors
Michigan
$328K -$77.9K -1,933 -20%
SIC
2243
Sterling Investment Counsel
New York
$328K -$39.2K -973 -11%
MAG
2244
Mayfair Advisory Group
Alabama
$328K
MAM
2245
McLean Asset Management
Virginia
$328K +$40.1K +994 +14%
KAM
2246
Kraft Asset Management
Tennessee
$327K +$31.6K +784 +11%
GWA
2247
GGM Wealth Advisors
Maryland
$327K +$443 +11 +0.1%
FNWM
2248
Financial Network Wealth Management
Utah
$326K +$319K +7,924 New
COCM
2249
Charter Oak Capital Management
New Hampshire
$326K -$40.1K -995 -11%
MJRIC
2250
Mogy Joel R Investment Counsel
California
$326K

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.