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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
AWAP
3426
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$284K -$24.7K -90 -8%
FL
3427
FreeGulliver LLC
Louisiana
$284K +$296K +1,081 New
CIC
3428
Cutler Investment Counsel
Oregon
$283K +$9.32K +34 +3%
BIA
3429
BHK Investment Advisors
Alabama
$283K +$295K +1,077 New
SFO
3430
Standard Family Office
South Dakota
$281K
NMG
3431
New Millennium Group
Utah
$281K -$1.96M -7,165 -87%
NCM
3432
Neumann Capital Management
California
$281K
MCM
3433
Maple Capital Management
Vermont
$280K +$59.5K +217 +26%
BBWA
3434
Bell & Brown Wealth Advisors
California
$279K +$68.5K +250 +31%
KFS
3435
Kelly Financial Services
Massachusetts
$279K -$6.85K -25 -2%
BIA
3436
Bell Investment Advisors
California
$279K -$1.92K -7 -0.7%
HS
3437
Horan Securities
United States
$279K
FIBT
3438
First International Bank & Trust
North Dakota
$277K
RS
3439
Rakuten Securities
Japan
$276K -$9.04K -33 -3%
TCM
3440
Tang Capital Management
California
$275K +$288K +1,049 New
WFA
3441
WMG Financial Advisors
Tennessee
$275K +$4.11K +15 +1%
EMFAT
3442
Emerald Mutual Fund Advisers Trust
Pennsylvania
$275K -$7.4K -27 -3%
FWM
3443
Forza Wealth Management
Florida
$275K +$10.7K +39 +4%
AFM
3444
Armstrong Fleming & Moore
District of Columbia
$274K +$274 +1 +0.1%
WFC
3445
Western Financial Corp
California
$274K
ASG
3446
Ariston Services Group
California
$273K -$274 -1 -0.1%
FCCM
3447
First City Capital Management
Georgia
$273K
SF
3448
Safeguard Financial
Wisconsin
$273K +$285K +1,040 New
WAM
3449
Wolverine Asset Management
Illinois
$272K +$285K +1,038 New
UI
3450
Unconventional Investor
New Hampshire
$272K

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.