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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
RWI
2851
Red Wave Investments
Pennsylvania
$729K
IPAM
2852
Investment Partners Asset Management
New Jersey
$726K +$9.59K +35 +1%
TFIPS
2853
Towarzystwo Funduszy Inwestycyjnych PZU SA
$725K +$19.2K +70 +3%
BI
2854
Ballast Inc
Kentucky
$725K +$757K +2,761 New
NERM
2855
New England Research & Management
Illinois
$722K +$754K +2,752 New
HWMO
2856
Heritage Wealth Management (Ohio)
Ohio
$721K +$730K +2,665 New
MTIC
2857
Missouri Trust & Investment Company
Missouri
$720K -$8.22K -30 -1%
BWG
2858
Berry Wealth Group
Texas
$720K +$71.3K +260 +10%
AFA
2859
Arlington Financial Advisors
California
$718K
ALC
2860
Alexander Labrunerie & Co
Missouri
$717K
ERWM
2861
Elk River Wealth Management
Colorado
$717K
AWS
2862
Aspen Wealth Strategies
Colorado
$715K -$46K -168 -6%
SWM
2863
Scissortail Wealth Management
Oklahoma
$714K +$81.7K +298 +12%
RP
2864
Rice Partnership
Hawaii
$714K -$23.8K -87 -3%
SL
2865
Sentinus LLC
Illinois
$713K +$26.6K +97 +4%
HHRDM
2866
H&H Retirement Design & Management
Nevada
$713K -$31.8K -116 -4%
DAM
2867
Draper Asset Management
New York
$706K +$124K +451 +20%
BL
2868
Balentine LLC
Georgia
$705K -$11.4M -41,653 -94%
PC
2869
Permit Capital
Pennsylvania
$705K
IIC
2870
Integrated Investment Consultants
Michigan
$702K
MCC
2871
Money Concepts Capital
Florida
$701K -$28K -102 -4%
VWM
2872
Valley Wealth Managers
New Jersey
$698K +$195K +712 +37%
BOPW
2873
Brandywine Oak Private Wealth
Pennsylvania
$697K -$34K -124 -4%
MPW
2874
MGO Private Wealth
California
$694K
SCM
2875
SOL Capital Management
Maryland
$690K +$186K +680 +35%

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.