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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
AIS
2551
AM Investment Strategies
Tennessee
$1.08M
CWP
2552
Core Wealth Partners
California
$1.08M +$136K +497 +14%
CIM
2553
Chiron Investment Management
New York
$1.08M +$494K +1,803 +78%
PFMU
2554
Privium Fund Management (UK)
United Kingdom
$1.08M
CBA
2555
Coastal Bridge Advisors
Connecticut
$1.08M -$24.4K -89 -2%
BCP
2556
Berkeley Capital Partners
Georgia
$1.07M +$25.8K +94 +2%
FC
2557
Forte Capital
New York
$1.07M +$14.5K +53 +1%
S
2558
Sunpointe
Missouri
$1.07M +$53.7K +196 +5%
FA
2559
Fiduciary Alliance
South Carolina
$1.07M +$384K +1,401 +54%
SPL
2560
Smart Portfolios LLC
Washington
$1.07M +$67.2K +245 +6%
JWM
2561
Janiczek Wealth Management
Colorado
$1.06M -$65.8K -240 -6%
AA
2562
Advisory Alpha
Michigan
$1.06M +$170K +620 +18%
CCM
2563
Crew Capital Management
Ohio
$1.06M +$41.1K +150 +4%
BOM
2564
Bank of Marin
California
$1.06M -$60.3K -220 -5%
TIM
2565
Tevis Investment Management
Texas
$1.06M -$274 -1 -0%
GC
2566
Gould Capital
Washington
$1.06M +$31K +113 +3%
UAG
2567
United Advisor Group
Ohio
$1.06M +$541K +1,974 +96%
AWM
2568
Allen Wealth Management
North Carolina
$1.06M -$48.8K -178 -4%
SMA
2569
Seven Mile Advisory
New Jersey
$1.06M +$7.4K +27 +0.7%
VAG
2570
VisionPoint Advisory Group
Texas
$1.06M +$272K +991 +33%
LSA
2571
Lion Street Advisors
Texas
$1.06M -$19.5K -71 -2%
HFM
2572
Hartford Funds Management
Pennsylvania
$1.06M +$110K +402 +11%
KW
2573
KWB Wealth
California
$1.06M -$17.8K -65 -2%
AWP
2574
Accretive Wealth Partners
New Jersey
$1.05M -$822 -3 -0.1%
PGWM
2575
Parisi Gray Wealth Management
New Jersey
$1.05M +$23.8K +87 +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.