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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
CGA
3251
Crescent Grove Advisors
Illinois
$382K +$87.2K +318 +28%
PCA
3252
Peddock Capital Advisors
Massachusetts
$382K -$4.11K -15 -1%
AMG
3253
Advisors Management Group
Wisconsin
$381K -$11.8K -43 -3%
ST
3254
Sageworth Trust
Pennsylvania
$381K +$397K +1,450 New
FFG
3255
Fortem Financial Group
California
$380K -$60.3K -220 -13%
BFPW
3256
BOK Financial Private Wealth
Colorado
$379K
SWM
3257
Solano Wealth Management
California
$379K +$11K +40 +3%
HNWAG
3258
High Net Worth Advisory Group
Florida
$377K
PVAMC
3259
PPS&V Asset Management Consultants
Michigan
$376K -$7.67K -28 -2%
LWM
3260
Lakeridge Wealth Management
Ohio
$375K -$24.1K -88 -6%
CCMI
3261
Creative Capital Management Investments
California
$374K
DA
3262
DSC Advisors
Illinois
$373K -$18.9K -69 -5%
IFA
3263
Index Fund Advisors
California
$373K
DWM
3264
Defined Wealth Management
Oregon
$372K +$12.6K +46 +3%
LWM
3265
LJI Wealth Management
Indiana
$372K +$389K +1,418 New
FWM
3266
Foguth Wealth Management
Michigan
$372K +$101K +369 +35%
FBFS
3267
First Business Financial Services
Wisconsin
$371K +$7.95K +29 +2%
CL
3268
CIM LLC
New York
$370K -$6.85K -25 -2%
KCFA
3269
Key Client Fiduciary Advisors
New Jersey
$368K +$63.6K +232 +20%
NIA
3270
NIA Impact Advisors
California
$367K -$65.5K -239 -15%
MIM
3271
Martin Investment Management
Florida
$367K
WW
3272
Westshore Wealth
California
$367K +$274 +1 +0.1%
DWG
3273
Darden Wealth Group
Michigan
$365K
WMWM
3274
Whitaker-Myers Wealth Managers
Ohio
$364K +$54.3K +198 +17%
BCMLT
3275
Beacon Capital Management LLC (Tennessee)
Tennessee
$364K +$24.7K +90 +7%

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.