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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
VCM
3176
Vivaldi Capital Management
Illinois
$431K +$66.6K +243 +17%
YWM
3177
Yoder Wealth Management
California
$431K -$13.4K -49 -3%
NIWA
3178
New Insight Wealth Advisors
California
$431K -$2.74K -10 -0.6%
PS
3179
Planned Solutions
California
$430K
MS
3180
Maven Securities
Jersey
$430K -$681K -2,483 -60%
WDG
3181
Wealth Dimensions Group
Ohio
$428K -$34.3K -125 -7%
CFP
3182
Cascade Financial Partners
California
$428K +$15.1K +55 +3%
SSW
3183
Smith Shellnut Wilson
Mississippi
$428K +$2.19K +8 +0.5%
SGWM
3184
Sterling Group Wealth Management
California
$428K +$446K +1,629 New
NRW
3185
Nova R Wealth
Kansas
$426K +$274 +1 +0.1%
PIM
3186
Pullen Investment Management
Florida
$425K +$51K +186 +13%
FSA
3187
Financial Security Advisor
Virginia
$425K +$1.92K +7 +0.4%
VDI
3188
Vaughan David Investments
Illinois
$425K -$271K -990 -38%
CAGAS
3189
Capital Advisory Group Advisory Services
Minnesota
$423K
EB
3190
Exchange Bank
California
$423K -$20.6K -75 -4%
OC
3191
Oarsman Capital
Wisconsin
$422K +$10.7K +39 +2%
CFG
3192
Carr Financial Group
Massachusetts
$421K +$3.29K +12 +0.8%
VP
3193
Verum Partners
North Carolina
$420K +$24.7K +90 +6%
FDCP
3194
Foster Dykema Cabot & Partners
Massachusetts
$420K -$11K -40 -2%
GSAM
3195
Grant Street Asset Management
Pennsylvania
$420K +$3.02K +11 +0.7%
VFPI
3196
Vantage Financial Partners (Illinois)
Illinois
$420K
MWP
3197
Meridian Wealth Partners
Pennsylvania
$418K +$32.6K +119 +8%
BWM
3198
BCS Wealth Management
Tennessee
$418K +$3.84K +14 +0.9%
AGC
3199
Aspen Grove Capital
Colorado
$417K -$8.77K -32 -2%
MIAS
3200
Mason Investment Advisory Services
Virginia
$417K +$23K +84 +6%

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.