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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
MSCM
2426
McElhenny Sheffield Capital Management
Texas
$261K +$202 +5 +0.1%
VPP
2427
Vertex Planning Partners
Illinois
$260K -$14.1K -350 -5%
LSA
2428
Lansing Street Advisors
Pennsylvania
$260K +$12.2K +303 +5%
BWFA
2429
Baltimore-Washington Financial Advisors
Maryland
$260K +$254K +6,292 New
CCM
2430
Crew Capital Management
Ohio
$259K +$15.1K +375 +6%
BCM
2431
Boltwood Capital Management
California
$258K +$4.03K +100 +2%
EWA
2432
ERTS Wealth Advisors
Michigan
$258K -$64.2K -1,593 -20%
SWIG
2433
Strategic Wealth Investment Group
Kentucky
$258K +$249K +6,178 New
TC
2434
Trilogy Capital
California
$258K +$252K +6,247 New
ITIM
2435
Indiana Trust & Investment Management
Indiana
$257K -$57.8K -1,433 -19%
FWTB
2436
First Western Trust Bank
Colorado
$257K +$3.02K +75 +1%
BMM
2437
Buffington Mohr McNeal
Idaho
$256K -$766 -19 -0.3%
LA
2438
Lane & Associates
New Jersey
$256K -$12.9K -321 -5%
SFS
2439
Stiles Financial Services
Minnesota
$256K -$21.2K -525 -8%
NCTC
2440
New Covenant Trust Company
Indiana
$255K -$11.8K -293 -5%
AGA
2441
Arkos Global Advisors
Texas
$255K -$40K -993 -14%
SSA
2442
Sierra Summit Advisors
Nevada
$254K -$36.6K -909 -13%
CBT
2443
CoreFirst Bank & Trust
Kansas
$254K -$1.89K -47 -0.8%
BLAM
2444
Bourne Lent Asset Management
New York
$253K
GWA
2445
Gratus Wealth Advisors
Virginia
$253K -$16.7K -414 -6%
CCP
2446
Carmel Capital Partners
California
$252K +$31.7K +787 +15%
MA
2447
MAS Advisors
Florida
$252K -$31.6K -783 -11%
SIG
2448
Sargent Investment Group
Maryland
$252K +$4.63K +115 +2%
ACH
2449
ArrowMark Colorado Holdings
Colorado
$252K
RWA
2450
Redhawk Wealth Advisors
Minnesota
$252K +$29.1K +721 +13%

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.