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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
GHAM
3126
Gilman Hill Asset Management
Connecticut
$467K +$28K +102 +6%
EA
3127
Emerald Advisors
Washington
$466K +$3.84K +14 +0.8%
LJHT
3128
Laurie J. Hall Trustee
$466K
HCA
3129
Heck Capital Advisors
Wisconsin
$466K -$822 -3 -0.2%
MAM
3130
Mainsail Asset Management
Alabama
$466K
RFN
3131
Redwood Financial Network
Ohio
$466K +$5.76K +21 +1%
W
3132
Wealthquest
Ohio
$466K +$3.56K +13 +0.7%
CWM
3133
Chesapeake Wealth Management
Virginia
$465K -$16.4K -60 -3%
SDWMA
3134
Schneider Downs Wealth Management Advisors
Pennsylvania
$464K -$38.1K -139 -7%
SHF
3135
Stage Harbor Financial
Massachusetts
$463K -$274 -1 -0.1%
JCFM
3136
JBR Co Financial Management
Oklahoma
$463K +$49.3K +180 +11%
RWPA
3137
Richard W. Paul & Associates
Michigan
$462K -$4.93K -18 -1%
NCM
3138
Next Capital Management
New York
$460K +$23.6K +86 +5%
BDF
3139
Black Diamond Financial
Maryland
$460K +$179K +652 +59%
LAS
3140
LWM Advisory Services
Florida
$459K -$318K -1,160 -40%
MAG
3141
M3 Advisory Group
Massachusetts
$459K +$94K +343 +24%
MKC
3142
M. Kraus & Co
Vermont
$458K +$6.85K +25 +1%
PCI
3143
Planning Center Inc
Illinois
$457K +$19.5K +71 +4%
SM
3144
Sweeney & Michel
California
$456K -$822 -3 -0.2%
Walleye Trading
3145
Walleye Trading
New York
$455K -$560K -2,042 -54%
TSMHT
3146
Thurston Springer Miller Herd & Titak
Indiana
$454K +$473K +1,726 New
HPM
3147
Hoxton Planning & Management
West Virginia
$454K +$17K +62 +4%
CWA
3148
CM Wealth Advisors
Ohio
$453K -$1.01M -3,689 -68%
FWI
3149
Facet Wealth Inc
Maryland
$453K +$39.7K +145 +9%
FCFC
3150
First Citizens Financial Corp
Iowa
$450K -$3.84K -14 -0.8%

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.