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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
PWA
3401
Phoenix Wealth Advisors
North Carolina
$297K +$84.1K +307 +37%
PSF
3402
Pacific Sun Financial
California
$297K
PAG
3403
Powers Advisory Group
Illinois
$295K +$3.02K +11 +1%
GKIM
3404
GW&K Investment Management
Massachusetts
$295K +$47.1K +172 +18%
VW
3405
Vance Wealth
California
$294K +$14K +51 +5%
GCA
3406
Greenwood Capital Associates
South Carolina
$294K +$34.8K +127 +13%
SOW
3407
State of Wyoming
Wyoming
$293K -$264K -963 -46%
SC
3408
Saturna Capital
Washington
$293K -$13.7K -50 -4%
AIA
3409
AIMZ Investment Advisors
California
$293K +$5.76K +21 +2%
JWM
3410
JFG Wealth Management
Colorado
$292K +$38.6K +141 +15%
DWM
3411
Dechtman Wealth Management
Colorado
$292K +$21.9K +80 +8%
GWA
3412
Geometric Wealth Advisors
District of Columbia
$291K +$17.5K +64 +6%
MSA
3413
McAlister Sweet & Associates
Texas
$291K -$55.9K -204 -16%
NIM
3414
Nexus Investment Management
Ontario, Canada
$288K
T
3415
TCWP
Ohio
$288K +$6.58K +24 +2%
BWM
3416
Birchcreek Wealth Management
Ohio
$288K +$2.47K +9 +0.8%
TWM
3417
Triton Wealth Management
Arizona
$287K -$1.1K -4 -0.4%
BDFN
3418
Bond & Devick Financial Network
Minnesota
$286K
AAM
3419
Ameraudi Asset Management
New York
$286K +$299K +1,090 New
ML
3420
Mayport LLC
Massachusetts
$286K
TDC
3421
Thompson Davis & Co
Virginia
$286K +$96.5K +352 +48%
MHIC
3422
Marble Harbor Investment Counsel
Massachusetts
$285K
PJWM
3423
Philip James Wealth Mangement
Georgia
$284K -$2.74K -10 -0.9%
WHCFA
3424
William Howard & Co Financial Advisors
Tennessee
$284K -$27.4K -100 -8%
APW
3425
Aurora Private Wealth
New Jersey
$284K +$12.6K +46 +4%

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.