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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
SXL
2351
Summit X LLC
Missouri
$286K +$82.7K +2,051 +42%
CYG
2352
Clean Yield Group
Vermont
$286K -$128K -3,176 -31%
RFG
2353
RFP Financial Group
Georgia
$286K -$38.4K -953 -12%
TPWM
2354
Twelve Points Wealth Management
Massachusetts
$286K +$4.31K +107 +2%
TPW
2355
Tiller Private Wealth
Pennsylvania
$286K -$53.2K -1,321 -16%
CBOR
2356
Community Bank of Raymore
Missouri
$285K +$12.6K +312 +5%
TFG
2357
Tilson Financial Group
New Jersey
$285K +$32.3K +802 +13%
CWA
2358
Canvas Wealth Advisors
Kansas
$284K +$5.96K +148 +2%
AC
2359
AIFG Consultants
New York
$284K +$5.8K +144 +2%
SAM
2360
S.A. Mason
Michigan
$283K +$927 +23 +0.3%
OAS
2361
Optivise Advisory Services
Tennessee
$283K +$276K +6,858 New
VFPI
2362
Vantage Financial Partners (Illinois)
Illinois
$282K -$86.7K -2,150 -24%
SCA
2363
Southern Capital Advisors
Tennessee
$282K +$276K +6,844 New
SFS
2364
Strategic Financial Services
New York
$282K -$1.41K -35 -0.5%
CW
2365
CIC Wealth
Maryland
$282K -$4.76K -118 -2%
SFP
2366
Shepherd Financial Partners
Massachusetts
$281K -$1.29K -32 -0.5%
RWP
2367
Revolve Wealth Partners
New Jersey
$281K -$40 -1 -0%
NC
2368
nVerses Capital
Florida
$280K +$250K +6,200 +1,033%
SFS
2369
Security Financial Services
Indiana
$280K -$17.1K -425 -6%
BMC
2370
Benin Management Corp
Connecticut
$280K -$10.1K -250 -4%
SWA
2371
SOA Wealth Advisors
New York
$280K -$77.8K -1,930 -22%
MWC
2372
MBM Wealth Consultants
Missouri
$280K +$3.06K +76 +1%
OIA
2373
Optimum Investment Advisors
Illinois
$279K -$6.45K -160 -2%
AWC
2374
Adamsbrown Wealth Consultants
Kansas
$278K +$1.69K +42 +0.6%
CCT
2375
Capital City Trust
Florida
$278K -$63K -1,563 -19%

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.