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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
AA
2901
Apriem Advisors
California
$665K +$2.19K +8 +0.3%
NA
2902
Nottingham Advisors
New York
$663K +$439K +1,600 +173%
ACP
2903
Aveo Capital Partners
Colorado
$662K -$233K -851 -25%
TW
2904
Traveka Wealth
California
$662K +$18.9K +69 +3%
SIA
2905
Soltis Investment Advisors
Utah
$662K -$3.11M -11,358 -82%
CRIG
2906
Charter Research & Investment Group
Connecticut
$661K
SCM
2907
Steele Capital Management
Iowa
$661K +$39.5K +144 +6%
MAC
2908
Mason & Associates (California)
California
$660K +$49.1K +179 +8%
PWA
2909
Primoris Wealth Advisors
Florida
$660K -$22.7K -83 -3%
CNFG
2910
Creegan & Nassoura Financial Group
New Hampshire
$659K
IAP
2911
Indie Asset Partners
Indiana
$658K -$88.8K -324 -11%
EAM
2912
Evanson Asset Management
California
$658K +$6.03K +22 +0.9%
LFA
2913
Laraway Financial Advisors
Minnesota
$656K
JE
2914
JMAC Enterprises
Pennsylvania
$656K +$29.1K +106 +4%
HWP
2915
Heritage Wealth Partners
Ohio
$656K +$684K +2,497 New
Members Trust
2916
Members Trust
Florida
$655K +$474K +1,728 +225%
DPI
2917
Diversified Portfolios Inc
Michigan
$654K -$49.3K -180 -7%
GC
2918
Garde Capital
Washington
$653K +$274 +1 +0%
LOIM
2919
Liberty One Investment Management
Illinois
$652K -$38.4K -140 -5%
SGCA
2920
Steel Grove Capital Advisors
Tennessee
$651K -$221K -807 -25%
IWP
2921
Invenio Wealth Partners
Florida
$649K -$145K -530 -18%
HWA
2922
HHM Wealth Advisors
Tennessee
$648K +$197K +720 +41%
GF
2923
Gries Financial
Ohio
$648K +$10.1K +37 +2%
DA
2924
Detalus Advisors
Missouri
$646K -$6.3K -23 -0.9%
GSIAS
2925
Garden State Investment Advisory Services
New Jersey
$646K +$8.77K +32 +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.