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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
AWP
3276
Abacus Wealth Partners
California
$363K +$2.74K +10 +0.7%
III
3277
Independent Investors Inc
New York
$362K
IF
3278
Integrity Financial
Wyoming
$362K -$3.56K -13 -0.9%
AWM
3279
Aberdeen Wealth Management
Illinois
$361K
HP
3280
HT Partners
Connecticut
$361K -$32.6K -119 -8%
WFA
3281
WestHill Financial Advisors
California
$360K +$274 +1 +0.1%
AWM
3282
Accel Wealth Management
Iowa
$360K +$129K +471 +52%
CWM
3283
Cherrydale Wealth Management
New Jersey
$360K -$3.29K -12 -0.9%
EWA
3284
ERTS Wealth Advisors
Michigan
$359K
FA
3285
Fortis Advisors
Pennsylvania
$359K
TFF
3286
The Family Firm
Maryland
$359K +$12.9K +47 +4%
RFP
3287
Root Financial Partners
California
$359K +$98.1K +358 +36%
FC
3288
Fusion Capital
South Carolina
$357K -$5.48K -20 -1%
AIP
3289
Almanack Investment Partners
Pennsylvania
$357K -$32.6K -119 -8%
SA
3290
Skyline Advisors
Washington
$356K +$274 +1 +0.1%
SICM
3291
Sustainable Insight Capital Management
New York
$356K +$27.4K +100 +8%
PP
3292
PrairieView Partners
Minnesota
$356K +$120K +437 +48%
GWP
3293
Gateway Wealth Partners
Wisconsin
$355K -$8.77K -32 -2%
OCM
3294
Orser Capital Management
Texas
$355K
DFA
3295
Davies Financial Advisors
California
$355K +$46.3K +169 +14%
ELM
3296
Elite Life Management
Florida
$354K +$548 +2 +0.1%
GJIA
3297
Glass Jacobson Investment Advisors
Maryland
$354K
CCA
3298
Carrera Capital Advisors
Michigan
$353K +$368K +1,344 New
UFF
3299
USA Financial Formulas
Michigan
$352K -$847K -3,092 -70%
OLVIG
3300
Oliver Lagore Vanvalin Investment Group
Michigan
$352K +$274 +1 +0.1%

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.