We are live on ! Find out more

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
SCA
3201
Sippican Capital Advisors
Massachusetts
$417K
EA
3202
Echo45 Advisors
California
$416K -$82.2K -300 -16%
Cohen & Steers
3203
Cohen & Steers
New York
$415K -$8.22K -30 -2%
HCC
3204
Hirtle Callaghan & Co
Pennsylvania
$415K -$122K -444 -22%
LFG
3205
Lockerman Financial Group
California
$414K +$4.38K +16 +1%
PIMG
3206
Patriot Investment Management Group
Tennessee
$412K -$20.8K -76 -5%
FFWM
3207
Future Financial Wealth Management
Ohio
$412K -$97.3K -355 -18%
DAL
3208
Delta Accumulation LLC
California
$412K +$822 +3 +0.2%
SNBOSD
3209
Security National Bank of So Dak
Iowa
$410K -$822 -3 -0.2%
IPW
3210
Intergy Private Wealth
Colorado
$410K +$428K +1,562 New
BBA
3211
Braun-Bostich & Associates
Pennsylvania
$409K -$87.2K -318 -17%
JWM
3212
JPL Wealth Management
Colorado
$408K +$14.3K +52 +3%
MWPCG
3213
Measured Wealth Private Client Group
New Hampshire
$408K
MWM
3214
Mascoma Wealth Management
New Hampshire
$406K +$80.9K +295 +24%
KWA
3215
Kellett Wealth Advisors
Ohio
$406K +$150K +547 +55%
V
3216
VeraBank
Texas
$404K -$3.56K -13 -0.8%
MWA
3217
Motive Wealth Advisors
Michigan
$404K -$1.1K -4 -0.3%
MIM
3218
Marco Investment Management
Georgia
$404K +$98.7K +360 +31%
WJA
3219
Willis Johnson & Associates
Texas
$403K +$86.6K +316 +26%
OPOWM
3220
One Plus One Wealth Management
Florida
$403K +$75.6K +276 +22%
BWCS
3221
Beirne Wealth Consulting Services
Connecticut
$403K
AC
3222
Apella Capital
Connecticut
$403K +$5.48K +20 +1%
SHWM
3223
Smith & Howard Wealth Management
Georgia
$402K +$27.4K +100 +7%
RAM
3224
Roanoke Asset Management
New Jersey
$402K
BFG
3225
Bouchey Financial Group
New York
$402K +$14K +51 +3%

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.