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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
DLHL
3451
Donald L. Hagan LLC
Florida
$271K +$42.2K +154 +18%
SFP
3452
Sterling Financial Planning
New Jersey
$270K
SBF
3453
Sara-Bay Financial
Florida
$269K -$4.93K -18 -2%
BMA
3454
Brooks Moore & Associates
Tennessee
$269K
SFG
3455
Sterling Financial Group
California
$269K
NAG
3456
Northstar Advisory Group
New Jersey
$268K +$548 +2 +0.2%
TW
3457
Towerpoint Wealth
California
$267K -$31.8K -116 -10%
HGWM
3458
Horst & Graben Wealth Management
Oregon
$267K +$274 +1 +0.1%
SWK
3459
Stephen W. Kidder
$267K
BWA
3460
BlueSky Wealth Advisors
North Carolina
$267K +$278K +1,016 New
TIM
3461
Tortoise Investment Management
New York
$266K -$5.48K -20 -2%
CFIM
3462
Client First Investment Management
Wisconsin
$266K
FWM
3463
FMFE Wealth Management
New York
$266K
CMBA
3464
C.M. Bidwell & Associates
Hawaii
$265K
YCG
3465
Yeomans Consulting Group
Georgia
$265K -$5.76K -21 -2%
CW
3466
Cook Wealth
North Carolina
$265K -$4.66K -17 -2%
EWA
3467
Evolution Wealth Advisors
Florida
$264K -$233K -851 -46%
LC
3468
Landaas & Company
Wisconsin
$264K +$40K +146 +17%
DWP
3469
Destiny Wealth Partners
Florida
$263K -$40K -146 -13%
IIM
3470
Intact Investment Management
Quebec, Canada
$262K -$603K -2,200 -69%
GCM
3471
Goldstream Capital Management
Hong Kong
$262K -$16.4K -60 -6%
AI
3472
ArchPoint Investors
Florida
$262K
Dodge & Cox
3473
Dodge & Cox
California
$262K
MIM
3474
Merrion Investment Management
New Jersey
$262K
MCI
3475
MRP Capital Investments
Georgia
$262K

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.