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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
LGG
3326
Luts & Greenleigh Group
Maryland
$335K +$349K +1,274 New
OHIS
3327
Oak Harvest Investment Services
Texas
$334K -$21.4K -78 -6%
CBFP
3328
Cedar Brook Financial Partners
Ohio
$334K -$753K -2,747 -68%
PFT
3329
Providence First Trust
Arizona
$334K
AIMC
3330
Alley Investment Management Company
Illinois
$333K +$75.6K +276 +28%
VA
3331
Verdad Advisers
Massachusetts
$333K +$165K +602 +90%
SR
3332
Syntax Research
Florida
$332K +$274 +1 +0.1%
AWS
3333
Arkfeld Wealth Strategies
Nebraska
$332K +$10.4K +38 +3%
1CP
3334
17 Capital Partners
Arizona
$332K -$155K -567 -31%
GWM
3335
Greenwich Wealth Management
Connecticut
$331K -$50.4K -184 -13%
SEA
3336
Stegent Equity Advisors
Texas
$331K +$36.2K +132 +12%
MA
3337
MBA Advisors
Pennsylvania
$330K +$26K +95 +8%
AAM
3338
Austin Asset Management
Texas
$330K +$8.5K +31 +3%
SN
3339
Sittner & Nelson
Oregon
$328K
GFG
3340
Goldstone Financial Group
Illinois
$327K +$82.8K +302 +32%
RA
3341
Riversedge Advisors
Delaware
$327K +$17K +62 +5%
SCG
3342
Sonata Capital Group
Washington
$327K -$274K -1,000 -45%
CMAI
3343
Capital Management Associates Inc
Minnesota
$327K +$13.4K +49 +4%
PFA
3344
Pathway Financial Advisors
Vermont
$326K -$3.56K -13 -1%
MC
3345
McCarthy & Cox
Ohio
$326K -$56.2K -205 -14%
BRA
3346
Biechele Royce Advisors
Indiana
$325K -$5.21K -19 -2%
BC
3347
Brio Consultants
California
$324K +$18.4K +67 +6%
GWM
3348
GSB Wealth Management
Connecticut
$323K +$4.93K +18 +1%
CB
3349
Centennial Bank
Arkansas
$323K +$548 +2 +0.2%
SIS
3350
Strategic Investment Solutions
Illinois
$322K +$336K +1,226 New

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.