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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
SA
3476
Scarborough Advisors
Maryland
$262K +$9.32K +34 +4%
PWMAI
3477
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$262K
VAMG
3478
Voisard Asset Management Group
Michigan
$262K -$13.7K -50 -5%
MFS
3479
Madrona Financial Services
Washington
$261K -$7.13K -26 -3%
MAA
3480
Matrix Asset Advisors
New York
$261K
GWAG
3481
Garrett Wealth Advisory Group
Texas
$261K +$4.38K +16 +2%
FWM
3482
Focused Wealth Management
New York
$261K -$1.92K -7 -0.7%
LC
3483
LCNB Corp
Ohio
$261K -$8.22K -30 -3%
BSAM
3484
Blue Square Asset Management
New York
$261K
RIS
3485
Retirement Income Solutions
Michigan
$261K
LFASL
3486
Lugano Financial Advisors SA (LFA)
Switzerland
$260K +$82.2K +300 +43%
TCMP
3487
Thrive Capital Management (Pennsylvania)
Pennsylvania
$259K -$6.58K -24 -2%
TT
3488
TI-Trust
Illinois
$259K -$27.4K -100 -9%
HWMG
3489
Hurlow Wealth Management Group
Indiana
$259K -$274 -1 -0.1%
NI
3490
NCP Inc
California
$257K +$13.7K +50 +5%
EFG
3491
Ehrlich Financial Group
California
$257K +$1.65K +6 +0.6%
RA
3492
Rise Advisors
New York
$256K +$548 +2 +0.2%
BO
3493
Bank OZK
Arkansas
$255K +$28.5K +104 +12%
EM
3494
ELCO Management
New York
$255K
CCP
3495
Carmel Capital Partners
California
$254K
4WM
3496
4J Wealth Management
Virginia
$254K -$2.74K -10 -1%
WA
3497
Wealthstream Advisors
New York
$253K +$3.02K +11 +1%
LF
3498
LifeSteps Financial
California
$253K -$11K -40 -4%
EA
3499
Eclectic Associates
California
$253K +$4.66K +17 +2%
RCI
3500
RS Crum Inc
California
$252K

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.