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3,831 hedge funds and large institutions have $400B invested in Visa in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 1,806 increasing their positions, 1,411 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 1,806 | Existing positions reduced: 1,411

27% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 132

14% more call options, than puts

Call options by funds: $3.55B | Put options by funds: $3.11B

0.69% more ownership

Funds ownership: 96.11%96.81% (+0.69%)

1% less funds holding

Funds holding: 3,8533,831 (-22)

6% less capital invested

Capital invested by funds: $424B → $400B (-$23.7B)

16% less funds holding in top 10

Funds holding in top 10: 514431 (-83)

Holders
3,831
Holders Change
-22
Holders Change %
-0.57%
% of All Funds
55.3%
Holding in Top 10
431
Holding in Top 10 Change
-83
Holding in Top 10 Change %
-16.15%
% of All Funds
6.22%
New
167
Increased
1,806
Reduced
1,411
Closed
132
Calls
$3.55B
Puts
$3.11B
Net Calls
+$445M
Net Calls Change
-$224M
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
2501
Signature Estate & Investment Advisors
California
$1.16M +$729K +2,659 +152%
WHCI
2502
W.H. Cornerstone Investments
Massachusetts
$1.16M -$10.1K -37 -0.8%
FB
2503
First Bancorp
Maine
$1.16M +$5.48K +20 +0.5%
SAM
2504
Satovsky Asset Management
New York
$1.16M -$28.8K -105 -2%
1WM
2505
1900 Wealth Management
Texas
$1.15M -$77K -281 -6%
ACM
2506
Allred Capital Management
Texas
$1.15M +$137K +501 +13%
WCA
2507
Westover Capital Advisors
Delaware
$1.15M -$33.4K -122 -3%
PFA
2508
Pure Financial Advisors
California
$1.15M -$72.4K -264 -6%
RCM
2509
RMR Capital Management
California
$1.14M
VIM
2510
VELA Investment Management
Ohio
$1.14M
HNB
2511
Hilltop National Bank
Wyoming
$1.14M +$274 +1 +0%
FW
2512
FullCircle Wealth
Texas
$1.14M +$1.23M +4,482 New
WG
2513
Wealth Group
North Carolina
$1.14M -$3.02K -11 -0.3%
HKAM
2514
Horizon Kinetics Asset Management
New York
$1.14M
ECM
2515
Estabrook Capital Management
New York
$1.14M -$24.7K -90 -2%
BCG
2516
BayBridge Capital Group
California
$1.13M +$37K +135 +3%
MC
2517
Matisse Capital
Oregon
$1.13M
BWM
2518
BigSur Wealth Management
Florida
$1.13M +$123K +450 +12%
BONH
2519
Bank of New Hampshire
New Hampshire
$1.13M -$76.7K -280 -6%
OCM
2520
Orion Capital Management
California
$1.13M -$49.3K -180 -4%
AA
2521
Aire Advisors
California
$1.13M +$1.37K +5 +0.1%
AA
2522
Alta Advisers
United Kingdom
$1.13M
FNBOH
2523
First National Bank of Hutchinson
Kansas
$1.12M -$149K -544 -11%
OFG
2524
Oxford Financial Group
Indiana
$1.12M +$138K +503 +13%
SIS
2525
Sound Income Strategies
Florida
$1.12M +$150K +547 +15%

V Hedge Fund Activity: Q2 2024 in Review

3,831 of the 6,928 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2024, worth a combined $400B — down 5.6% from $424B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new V positions and 132 closed out — a net gain of 35 holders — while 1,806 added to existing stakes and 1,411 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.12B. The largest seller was Viking Global Investors, exiting entirely with an estimated $1.77B sold.

  • 3,831 institutional investors held Visa (V) as of Q2 2024, down from 3,853 in Q1 2024.
  • Funds reported $400B of Visa stock for Q2 2024, down 5.6% quarter-over-quarter.
  • 167 funds opened new Visa positions in Q2 2024 and 132 closed out, a net change of +35 holders.
  • The largest Visa buyer in Q2 2024 was JP Morgan Chase, an estimated $1.12B added.
  • The largest Visa seller in Q2 2024 was Viking Global Investors, an estimated $1.77B sold.

Based on aggregated 13F filings for Q2 2024.