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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
HFP
3101
Holistic Financial Partners
Indiana
$481K -$40.6K -148 -7%
TWA
3102
Talisman Wealth Advisors
New Jersey
$480K +$42.5K +155 +9%
CCG
3103
Coastwise Capital Group
California
$479K +$548 +2 +0.1%
SWM
3104
StoneCrest Wealth Management
Arizona
$478K -$2.74K -10 -0.5%
FM
3105
Freemont Management
Switzerland
$478K -$2.49M -9,100 -83%
JJBC
3106
James J. Burns & Company
New York
$477K +$499K +1,820 New
FA
3107
Financial Alternatives
California
$477K +$9.32K +34 +2%
PCS
3108
Private Client Services
Kentucky
$476K +$39.7K +145 +9%
BIA
3109
Biondo Investment Advisors
Pennsylvania
$476K
MA
3110
MKT Advisors
California
$475K
CWA
3111
Canvas Wealth Advisors
Kansas
$475K -$70.4K -257 -12%
PPW
3112
Parcion Private Wealth
Washington
$475K -$4.93K -18 -1%
LF
3113
Lantz Financial
Illinois
$475K -$2.19K -8 -0.4%
RB
3114
Rodgers Brothers
Pennsylvania
$474K -$13.7K -50 -3%
PA
3115
Probity Advisors
Texas
$474K -$822 -3 -0.2%
IWS
3116
Insight Wealth Strategies
California
$474K +$8.5K +31 +2%
IA
3117
Insight Advisors
Pennsylvania
$473K +$4.66K +17 +1%
EFI
3118
EHP Funds Inc
Canada
$472K
PCM
3119
PAR Capital Management
Massachusetts
$472K +$493K +1,800 New
CHA
3120
Carmichael Hill & Associates
Maryland
$472K +$274 +1 +0.1%
OPPS
3121
Obsidian Personal Planning Solutions
Maryland
$471K -$66.1K -241 -12%
CPA
3122
Clear Point Advisors
New York
$471K +$1.1K +4 +0.2%
RAS
3123
RPS Advisory Solutions
Kentucky
$471K +$492K +1,794 New
NCTC
3124
New Covenant Trust Company
Indiana
$470K -$12.9K -47 -3%
USWIA
3125
UP Strategic Wealth Investment Advisors
Pennsylvania
$470K +$24.4K +89 +5%

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.