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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
OFW
2751
Omnia Family Wealth
Florida
$850K +$218K +796 +33%
PWM
2752
PBMares Wealth Management
Virginia
$849K +$8.77K +32 +1%
FC
2753
FCA Corp
Texas
$849K -$13.2K -48 -1%
KCM
2754
KRS Capital Management
Michigan
$849K +$2.74K +10 +0.3%
LF
2755
Lee Financial
Texas
$846K -$64.4K -235 -7%
RW
2756
REDW Wealth
New Mexico
$846K -$20.6K -75 -2%
WTB
2757
Washington Trust Bank
Washington
$845K -$18.1K -66 -2%
JWM
2758
JGP Wealth Management
Oregon
$844K -$5.76K -21 -0.6%
MC
2759
McMorgan & Co
California
$842K -$167K -610 -16%
MAM
2760
McCarthy Asset Management
California
$841K +$15.3K +56 +2%
KA
2761
Kearns & Associates
California
$840K
BCG
2762
Breakwater Capital Group
New Jersey
$837K +$22.5K +82 +3%
OFG
2763
Omega Financial Group
California
$835K -$10.7K -39 -1%
HCM
2764
Hutchinson Capital Management
California
$835K +$2.19K +8 +0.3%
DA
2765
Dover Advisors
Virginia
$833K +$203K +740 +30%
TC
2766
Trilogy Capital
California
$833K +$222K +809 +34%
PCWA
2767
Pacific Capital Wealth Advisors
California
$832K +$89.9K +328 +12%
SP
2768
Sequent Planning
Nebraska
$831K -$54.8K -200 -6%
BBNA
2769
Bremer Bank National Association
Minnesota
$830K -$427K -1,557 -33%
FH
2770
FWG Holdings
Florida
$830K +$137K +500 +19%
BB
2771
Burford Brothers
Texas
$829K
DMBA
2772
Deseret Mutual Benefit Administrators
Utah
$828K +$33.7K +123 +4%
MIM
2773
Manitou Investment Management
Ontario, Canada
$826K -$186K -679 -18%
TWM
2774
TMD Wealth Management
Arizona
$823K +$822 +3 +0.1%
NWA
2775
New World Advisors
Massachusetts
$821K -$822 -3 -0.1%

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.