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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
MCM
2776
Morton Capital Management
California
$820K -$548 -2 -0.1%
SIG
2777
Sargent Investment Group
Maryland
$819K +$326K +1,190 +62%
LIA
2778
Lynx Investment Advisory
District of Columbia
$817K +$854K +3,114 New
LA
2779
Latitude Advisors
Florida
$816K +$8.77K +32 +1%
WPW
2780
Warther Private Wealth
Ohio
$815K +$510K +1,860 +149%
LRIA
2781
Leonard Rickey Investment Advisors
Washington
$815K +$71K +259 +9%
SB
2782
Sunflower Bank
Texas
$814K +$11.5K +42 +1%
NC
2783
nVerses Capital
Florida
$814K +$850K +3,100 New
AFG
2784
Allegheny Financial Group
Pennsylvania
$812K +$94K +343 +12%
NPT
2785
Nixon Peabody Trust
Massachusetts
$812K -$76.5K -279 -8%
HA
2786
Hamel Associates
New Jersey
$811K +$11.2K +41 +1%
VC
2787
Veracity Capital
Georgia
$807K -$302K -1,102 -26%
CHP
2788
Cable Hill Partners
Oregon
$807K +$843K +3,075 New
KFA
2789
Kapstone Financial Advisors
Ohio
$807K -$8.22K -30 -1%
OW
2790
Olistico Wealth
Oklahoma
$803K
VEA
2791
Virtus ETF Advisers
New York
$801K +$71.3K +260 +9%
FPB
2792
First PREMIER Bank
South Dakota
$797K +$68.5K +250 +9%
SWM
2793
Salvus Wealth Management
New Jersey
$797K +$82K +299 +11%
PEA
2794
Park Edge Advisors
Ohio
$796K +$101K +367 +14%
NFA
2795
Northwest Financial Advisors
Virginia
$792K +$7.13K +26 +0.9%
MWA
2796
Monograph Wealth Advisors
California
$791K
WPA
2797
West Paces Advisors
Georgia
$790K
DA
2798
DCM Advisors
New York
$789K -$391K -1,425 -32%
MSCM
2799
McElhenny Sheffield Capital Management
Texas
$789K +$206K +750 +33%
CFSG
2800
Clark Financial Services Group
Missouri
$789K +$15.3K +56 +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.