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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
FZCM
2451
Flynn Zito Capital Management
New York
$252K +$645 +16 +0.3%
OLA
2452
Oliver Luxxe Assets
New Jersey
$251K +$13.8K +342 +6%
DCM
2453
Driehaus Capital Management
Illinois
$251K -$58.4K -1,449 -19%
CWM
2454
Connecticut Wealth Management
Connecticut
$251K +$50.7K +1,257 +26%
BIM
2455
Baldwin Investment Management
Pennsylvania
$250K -$8.71K -216 -3%
EGA
2456
E&G Advisors
Texas
$250K -$11.9K -295 -5%
SRC
2457
Sage Rhino Capital
California
$250K +$20.6K +512 +9%
SWIM
2458
Smallwood Wealth Investment Management
New Jersey
$250K +$12K +298 +5%
DSAM
2459
Dock Street Asset Management
Florida
$250K
GWAM
2460
Guardian Wealth Advisors (Minnesota)
Minnesota
$249K -$16.4K -407 -6%
OPPS
2461
Obsidian Personal Planning Solutions
Maryland
$249K +$846 +21 +0.3%
TSMHT
2462
Thurston Springer Miller Herd & Titak
Indiana
$249K +$243K +6,026 New
RB
2463
Renasant Bank
Mississippi
$248K -$250K -6,200 -51%
GWMR
2464
GC Wealth Management RIA
Massachusetts
$248K -$19.5K -483 -7%
PP
2465
Pacifica Partners
Canada
$247K +$5.44K +135 +2%
LW
2466
Lauer Wealth
Indiana
$247K -$178K -4,425 -43%
LWA
2467
Lantern Wealth Advisors
New York
$246K -$47.2K -1,170 -9%
IWM
2468
Integris Wealth Management
California
$246K -$5.76K -143 -2%
AP
2469
Aspect Partners
Virginia
$246K +$4.55K +113 +2%
WC
2470
Weil Company
California
$246K -$7.5K -186 -3%
Loomis, Sayles & Company
2471
Loomis, Sayles & Company
Massachusetts
$245K -$9.43K -234 -4%
ODG
2472
O'Dell Group
Ohio
$245K
LFG
2473
Lockerman Financial Group
California
$245K +$322 +8 +0.1%
LTI
2474
Laffer Tengler Investments
Tennessee
$243K +$18.1K +449 +8%
EWM
2475
Elevatus Welath Management
New York
$243K -$6.29K -156 -3%

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.