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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
CPA
2251
Clear Point Advisors
New York
$325K +$4.39K +109 +1%
CIS
2252
Custom Index Systems
New York
$325K +$317K +7,877 New
BL
2253
Balentine LLC
Georgia
$325K -$2.91M -72,262 -90%
SPWM
2254
Schrum Private Wealth Management
Florida
$325K -$55.3K -1,371 -15%
MPCG
2255
Matrix Private Capital Group
New York
$325K +$1.89K +47 +0.6%
HG
2256
Harbor Group
New Hampshire
$324K -$8.38K -208 -3%
CPW
2257
Cove Private Wealth
New York
$324K
SCM
2258
SOL Capital Management
Maryland
$324K -$54.4K -1,350 -15%
GKWIM
2259
Gerber Kawasaki Wealth & Investment Management
California
$324K -$22.7K -564 -7%
MLL
2260
Moody Lynn & Lieberson
Massachusetts
$324K
VCG
2261
Vantage Consulting Group
Virginia
$323K -$7.54K -187 -2%
SMA
2262
Seven Mile Advisory
New Jersey
$323K -$84.2K -2,090 -21%
JC
2263
Jentner Corp
Ohio
$322K +$887 +22 +0.3%
AP
2264
Appleton Partners
Massachusetts
$322K +$19.9K +495 +7%
CFA
2265
Capstone Financial Advisors
Illinois
$321K +$242 +6 +0.1%
VC
2266
Vicus Capital
Pennsylvania
$321K +$113K +2,804 +56%
FA
2267
FDx Advisors
Illinois
$321K -$150K -3,725 -32%
SWP
2268
Summit Wealth Partners
Florida
$321K -$27.7K -688 -8%
TWM
2269
Triton Wealth Management
Arizona
$320K -$7.9K -196 -2%
ECM
2270
Exchange Capital Management
Michigan
$320K
KFA
2271
Kapstone Financial Advisors
Ohio
$320K -$26.9K -668 -8%
PCM
2272
Perritt Capital Management
Illinois
$319K +$15K +371 +5%
EFA
2273
Evernest Financial Advisors
Indiana
$318K -$2.54K -63 -0.8%
MWM
2274
Merriman Wealth Management
Washington
$317K -$4.47K -111 -1%
SC
2275
Saturna Capital
Washington
$316K

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.