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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
SC
3376
Summa Corp
Texas
$309K
PMG
3377
Private Management Group
California
$309K +$28K +102 +9%
LA
3378
Lifeworks Advisors
Michigan
$309K -$20.6K -75 -6%
FDS
3379
Freedom Day Solutions
Texas
$309K
TA
3380
TrueWealth Advisors
Alabama
$307K -$374K -1,365 -54%
APG
3381
Abacus Planning Group
South Carolina
$307K +$23K +84 +8%
TCB
3382
Texas Capital Bancshares
Texas
$307K
MWM
3383
Mosley Wealth Management
California
$306K +$7.4K +27 +2%
C
3384
Covestor
United Kingdom
$306K -$109K -397 -25%
PRWA
3385
Platte River Wealth Advisors
Colorado
$306K -$89.1K -325 -22%
UWPG
3386
Ullmann Wealth Partners Group
Florida
$306K +$17.5K +64 +6%
SL
3387
Salomon & Ludwin
Virginia
$305K -$1.03M -3,757 -76%
ARG
3388
Advisory Resource Group
Oklahoma
$305K -$4.11K -15 -1%
AWA
3389
ARQ Wealth Advisors
Arizona
$305K -$71.8K -262 -18%
CPA
3390
Capital Performance Advisors
California
$304K +$4.93K +18 +2%
HIG
3391
Heritage Investment Group
Florida
$304K
HHGA
3392
Halbert Hargrove Global Advisors
California
$303K +$6.85K +25 +2%
SFCL
3393
Strengthening Families & Communities LLC
Massachusetts
$303K +$4.38K +16 +1%
NC
3394
NovaPoint Capital
Georgia
$302K -$1.92K -7 -0.6%
IWM
3395
Iams Wealth Management
Nebraska
$302K +$315K +1,149 New
MLFP
3396
MPS Loria Financial Planners
Illinois
$300K
MWM
3397
MinichMacGregor Wealth Management
New York
$299K -$6.58K -24 -2%
EL
3398
Essex LLC
Illinois
$299K
FWM
3399
Fortress Wealth Management
California
$298K
WA
3400
WealthTrust Axiom
Pennsylvania
$298K

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.