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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
YWS
3076
Yarger Wealth Strategies
Ohio
$499K +$33.2K +121 +7%
DB
3077
Dravo Bay
Delaware
$499K -$17.5K -64 -3%
SIM
3078
Studio Investment Management
Illinois
$497K +$7.67K +28 +2%
SLG
3079
Stanley-Laman Group
Pennsylvania
$496K +$181K +662 +54%
FSI
3080
Flow State Investments
Illinois
$494K -$524K -1,910 -50%
HI
3081
Hudock Inc
Pennsylvania
$494K
CCWM
3082
Correct Capital Wealth Management
Missouri
$493K
NIC
3083
Northwest Investment Counselors
Oregon
$491K +$111K +404 +28%
GAM
3084
Garrison Asset Management
Arkansas
$491K
FWM
3085
Finer Wealth Management
Massachusetts
$490K -$136K -495 -21%
FCM
3086
Family Capital Management
Michigan
$490K +$24.1K +88 +5%
VAM
3087
Verity Asset Management
North Carolina
$490K +$274 +1 +0.1%
TI
3088
Truepoint Inc
Ohio
$489K
G
3089
GenTrust
Florida
$489K +$200K +731 +65%
SAM
3090
Smithbridge Asset Management
Pennsylvania
$489K -$46K -168 -8%
GPW
3091
Gentry Private Wealth
Kansas
$488K +$510K +1,859 New
JWM
3092
Jeppson Wealth Management
California
$487K
SFA
3093
Source Financial Advisors
New York
$486K +$5.76K +21 +1%
MIG
3094
McGuire Investment Group
Rhode Island
$486K
EC
3095
EdgeRock Capital
Colorado
$485K +$88.3K +322 +21%
RPCA
3096
Running Point Capital Advisors
California
$483K -$6.85K -25 -1%
RIP
3097
RAM Investment Partners
Washington
$483K -$105K -383 -17%
CIG
3098
Cairn Investment Group
Washington
$482K -$38.6K -141 -7%
MMHP
3099
Murphy Middleton Hinkle & Parker
Georgia
$482K -$61.9K -226 -11%
PAG
3100
Paladin Advisory Group
Iowa
$481K

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.