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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
JWA
3001
JFS Wealth Advisors
Pennsylvania
$571K -$34.5K -126 -5%
TCG
3002
Transcendent Capital Group
Oklahoma
$571K -$143K -522 -19%
EL
3003
EWA LLC
Pennsylvania
$570K +$49.1K +179 +9%
LAM
3004
Lewis Asset Management
California
$570K -$7.95K -29 -1%
C1AG
3005
Client 1st Advisory Group
Florida
$570K +$41.7K +152 +8%
FI
3006
Finivi Inc
Massachusetts
$569K +$7.13K +26 +1%
VFPW
3007
Vantage Financial Partners (Wisconsin)
Wisconsin
$568K +$593K +2,165 New
AFAS
3008
Acorn Financial Advisory Services
Virginia
$568K +$49.9K +182 +9%
SFC
3009
Strategic Financial Concepts
Texas
$568K +$110M +399,775 +11,136%
SGAM
3010
Smith Group Asset Management
Texas
$568K -$6.48M -23,644 -92%
PWA
3011
Physician Wealth Advisors
Utah
$564K -$38.9K -142 -6%
IIA
3012
Integral Investment Advisors
California
$564K +$49.3K +180 +9%
JSAM
3013
J. Safra Asset Management
New York
$562K +$251K +914 +74%
AWA
3014
Amplius Wealth Advisors
Pennsylvania
$562K -$23K -84 -4%
LWM
3015
Laidlaw Wealth Management
New York
$561K -$78.7K -287 -12%
AWAG
3016
ARS Wealth Advisors Group
Florida
$560K -$39.7K -145 -6%
LC
3017
Lincoln Capital
Nebraska
$559K
FCM
3018
Fourpath Capital Management
Oklahoma
$557K -$6.3K -23 -1%
LAS
3019
Legacy Advisory Services
Pennsylvania
$557K +$822 +3 +0.1%
CBT
3020
CoreFirst Bank & Trust
Kansas
$555K
DDPIC
3021
Deroy & Devereaux Private Investment Counsel
Michigan
$555K -$137K -500 -19%
SAS
3022
Stelac Advisory Services
New York
$555K -$13.2K -48 -2%
QCIG
3023
Quad-Cities Investment Group
Iowa
$553K -$4.66K -17 -0.8%
FWM
3024
FFT Wealth Management
Pennsylvania
$552K +$214K +779 +59%
NCG
3025
Newport Capital Group
New Jersey
$551K +$576K +2,101 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.