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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
PWP
3026
Pursue Wealth Partners
California
$551K -$76.5K -279 -12%
WAM
3027
WFA Asset Management
Wisconsin
$550K -$46.3K -169 -7%
CFD
3028
Creative Financial Designs
Indiana
$549K -$21.7K -79 -4%
RWM
3029
RKL Wealth Management
Pennsylvania
$549K +$49.6K +181 +9%
AIP
3030
ARS Investment Partners
New York
$549K
VC
3031
Veery Capital
Delaware
$544K
WC
3032
Westhampton Capital
North Carolina
$542K
CA
3033
Crumly & Associates
Illinois
$542K +$8.5K +31 +2%
LA
3034
LexAurum Advisors
Kansas
$541K -$43.6K -159 -7%
FCIM
3035
Fairview Capital Investment Management
California
$539K
HP
3036
Holistic Planning
Texas
$539K
BTWM
3037
Brass Tax Wealth Management
Ohio
$536K +$90.7K +331 +19%
VFG
3038
Victory Financial Group
Texas
$534K +$284K +1,035 +104%
CPWA
3039
Cerro Pacific Wealth Advisors
California
$533K +$556K +2,030 New
BC
3040
Belmont Capital
California
$532K +$555K +2,026 New
HWM
3041
Hemington Wealth Management
Virginia
$531K +$16.2K +59 +3%
CG
3042
Clifford Group
Massachusetts
$531K
FNWA
3043
Financial Network Wealth Advisors
Utah
$531K +$23.6K +86 +4%
CSWM
3044
Cassady Schiller Wealth Management
Ohio
$530K
SFG
3045
SNS Financial Group
Minnesota
$529K -$9.04K -33 -2%
CWC
3046
Carolinas Wealth Consulting
North Carolina
$526K -$87.4K -319 -14%
SC
3047
Shay Capital
New York
$525K -$480K -1,750 -47%
ETIA
3048
Epic Trust Investment Advisors
Washington
$525K -$14.5K -53 -3%
BFS
3049
Burr Financial Services
California
$524K -$66.3K -242 -11%
TVAMP
3050
Tennessee Valley Asset Management Partners
Tennessee
$522K +$548 +2 +0.1%

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.