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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
BCM
2601
Birch Capital Management
Texas
$1.03M +$186K +677 +21%
MIP
2602
Marietta Investment Partners
Wisconsin
$1.03M +$158K +575 +17%
QFA
2603
Quantum Financial Advisors
California
$1.02M
APW
2604
Acima Private Wealth
Virginia
$1.02M -$3.56K -13 -0.3%
CCP
2605
Clarkston Capital Partners
Michigan
$1.02M
PHIC
2606
Pine Haven Investment Counsel
Massachusetts
$1.02M
GIM
2607
Groesbeck Investment Management
New Jersey
$1.02M -$110K -400 -9%
WCM
2608
Windsor Capital Management
Arizona
$1.02M -$28.8K -105 -3%
AA
2609
Alesco Advisors
New York
$1.02M
CFA
2610
Cahill Financial Advisors
Minnesota
$1.02M +$15.6K +57 +1%
EAM
2611
Empirical Asset Management
Massachusetts
$1.02M +$12.5M +45,578 +1,427%
PFSC
2612
Peoples Financial Services Corp
Pennsylvania
$1.01M -$24.9K -91 -2%
SLT
2613
St Louis Trust
Missouri
$1.01M
HWA
2614
Heartwood Wealth Advisors
Virginia
$1.01M +$386K +1,409 +58%
SWP
2615
Semus Wealth Partners
Florida
$1.01M -$65.5K -239 -6%
KWM
2616
Kolinsky Wealth Management
New Jersey
$1.01M +$18.1K +66 +2%
KA
2617
Klingman & Associates
New York
$1M +$27.4K +100 +3%
AWM
2618
Atticus Wealth Management
Florida
$1M -$32.3K -118 -3%
FAFN
2619
First Affirmative Financial Network
Colorado
$1,000K +$87.2K +318 +9%
FNC
2620
First National Corp
Massachusetts
$998K -$9.04K -33 -0.9%
WCM
2621
WealthBridge Capital Management
Ohio
$997K -$15.3K -56 -1%
ME
2622
McIlrath & Eck
Washington
$996K +$41.4K +151 +4%
AGAM
2623
Audent Global Asset Management
California
$996K -$51K -186 -5%
CWM
2624
Castle Wealth Management
Florida
$995K +$44.1K +161 +4%
APC
2625
Aspire Private Capital
North Carolina
$994K +$35.1K +128 +3%

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.