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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
TCOTS
2526
Trust Company of the South
North Carolina
$1.12M
WMP
2527
Wealth Management Partners
Arizona
$1.12M -$27.1K -99 -2%
CF
2528
Convergence Financial
Missouri
$1.12M +$811K +2,960 +228%
OTPPB
2529
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.11M -$1.29M -4,706 -53%
PWMG
2530
Pinnacle Wealth Management Group
Michigan
$1.11M -$9.59K -35 -0.8%
BCM
2531
Bancreek Capital Management
California
$1.11M -$6.18M -22,536 -84%
CIM
2532
CIM Investment Management
Pennsylvania
$1.11M -$14.5K -53 -1%
BEI
2533
Benjamin Edwards Inc
Missouri
$1.11M +$41.9K +153 +4%
AIIMS
2534
Analyst IMS Investment Management Services
Israel
$1.11M +$741K +2,705 +177%
FA
2535
Fountainhead AM
New Jersey
$1.11M +$27.4K +100 +2%
ACH
2536
ArrowMark Colorado Holdings
Colorado
$1.11M
KAS
2537
KPP Advisory Services
Kentucky
$1.11M +$30.7K +112 +3%
OIA
2538
Optimum Investment Advisors
Illinois
$1.1M +$94.6K +345 +9%
OWA
2539
Outlook Wealth Advisors
Texas
$1.1M +$1.92K +7 +0.2%
HL
2540
HeadInvest LLC
Maine
$1.1M +$73.7K +269 +7%
AFT
2541
Alpha Family Trust
California
$1.1M
PSC
2542
Prentiss Smith & Co
Vermont
$1.1M
SAI
2543
Savvy Advisors Inc
New York
$1.1M +$332K +1,211 +41%
FPF
2544
First Pacific Financial
Washington
$1.1M +$40.3K +147 +4%
AWM
2545
Alterna Wealth Management
Texas
$1.1M
GWCM
2546
Godshalk Welsh Capital Management
Pennsylvania
$1.09M
GAM
2547
Gemmer Asset Management
California
$1.09M +$10.1K +37 +0.9%
OL
2548
OneFund LLC
Florida
$1.09M +$10.4K +38 +0.9%
RSC
2549
Red Spruce Capital
Pennsylvania
$1.09M +$52.1K +190 +5%
SCA
2550
STALEY CAPITAL ADVISERS
Pennsylvania
$1.08M +$26.3K +96 +2%

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.