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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
4WM
2876
49 Wealth Management
Texas
$689K +$420K +1,533 +141%
TWM
2877
Trueblood Wealth Management
Ohio
$688K +$1.37K +5 +0.2%
RWM
2878
Revisor Wealth Management
Ohio
$688K -$409K -1,491 -36%
TFA
2879
Tranquilli Financial Advisor
New Jersey
$688K -$17K -62 -2%
PVM
2880
Palogic Value Management
Texas
$687K
ASBI
2881
American State Bank (Iowa)
Iowa
$687K +$11K +40 +2%
MSG
2882
Main Street Group
Virginia
$685K -$46.3K -169 -6%
WFM
2883
Wolff Financial Management
Michigan
$683K +$274 +1 +0%
CPL
2884
CAP Partners LLC
Tennessee
$682K +$4.66K +17 +0.7%
NWWA
2885
New Wave Wealth Advisors
Arkansas
$681K +$712K +2,596 New
SCA
2886
St. Clair Advisors
Ohio
$678K
CIP
2887
Convergence Investment Partners
Florida
$676K -$12.6K -46 -2%
HCM
2888
Hengehold Capital Management
Ohio
$675K +$37.5K +137 +6%
PWM
2889
Proathlete Wealth Management
Florida
$675K
AA
2890
Addison Advisors
Vermont
$674K +$14.5K +53 +2%
WAOI
2891
Wealth Advisors of Iowa
Iowa
$674K -$4.93K -18 -0.7%
BFC
2892
Bedel Financial Consulting
Indiana
$671K -$5.76K -21 -0.8%
BW
2893
BIP Wealth
Georgia
$670K -$53.2K -194 -7%
CAG
2894
Curtis Advisory Group
California
$669K
DSN
2895
D. Scott Neal
Kentucky
$669K
NA
2896
Navellier & Associates
Nevada
$669K
VV
2897
Verity & Verity
South Carolina
$668K -$77K -281 -10%
MAM
2898
Marotta Asset Management
Virginia
$667K +$7.95K +29 +1%
LA
2899
Lane & Associates
New Jersey
$667K +$274 +1 +0%
MW
2900
Members Wealth
Pennsylvania
$666K +$515K +1,880 New

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.