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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
JGIA
3351
Jackson Grant Investment Advisers
Connecticut
$322K +$274 +1 +0.1%
TPW
3352
Tiller Private Wealth
Pennsylvania
$321K -$11.5K -42 -3%
ODG
3353
O'Dell Group
Ohio
$321K
VI
3354
VanderPol Investments
Michigan
$321K +$97.6K +356 +41%
FP
3355
Financial Perspectives
Minnesota
$319K
TFM
3356
TFC Financial Management
Massachusetts
$319K -$1.37K -5 -0.4%
EIP
3357
Ellis Investment Partners
Pennsylvania
$319K +$118K +431 +55%
COCM
3358
Charter Oak Capital Management
New Hampshire
$318K -$124K -453 -27%
KAM
3359
KEB Asset Management
Illinois
$318K -$1.37K -5 -0.4%
IFAM
3360
Institutional & Family Asset Management
Colorado
$318K +$97.8K +357 +42%
SWA
3361
Sax Wealth Advisors
New Jersey
$318K +$116K +423 +54%
AAG
3362
Armstrong Advisory Group
Massachusetts
$317K +$11.2K +41 +4%
ACC
3363
Acorn Creek Capital
Colorado
$316K -$2.74K -10 -0.8%
PWM
3364
Prosperity Wealth Management
California
$316K
EF
3365
Exeter Financial
Arizona
$316K +$330K +1,205 New
KPWG
3366
KFA Private Wealth Group
Virginia
$316K -$201K -733 -38%
TWP
3367
Triad Wealth Partners
Kansas
$315K +$56.2K +205 +21%
ORC
3368
O'Rourke & Company
Massachusetts
$315K
CWM
3369
C2C Wealth Management
Arizona
$315K
CMP
3370
Courage Miller Partners
Virginia
$315K
PFA
3371
Plotkin Financial Advisors
Maryland
$315K +$4.11K +15 +1%
WIA
3372
Wetzel Investment Advisors
Indiana
$312K -$2.19K -8 -0.7%
PCA
3373
Prosperity Capital Advisors
Ohio
$311K -$45.2K -165 -12%
IC
3374
Iconiq Capital
California
$311K +$325K +1,184 New
BBWP
3375
Beacon Bridge Wealth Partners
Pennsylvania
$311K

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.