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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
AHB
3526
Abner Herrman & Brock
New Jersey
$243K +$10.1K +37 +4%
AFO
3527
Arrowroot Family Office
California
$243K +$6.58K +24 +3%
GB
3528
Goepper Burkhardt
South Carolina
$243K
LC
3529
Lavaca Capital
Texas
$242K +$7.95K +29 +3%
MP
3530
McDonald Partners
Ohio
$242K -$274 -1 -0.1%
CWA
3531
Centennial Wealth Advisory
Michigan
$242K +$253K +922 New
PA
3532
Prism Advisors
California
$242K
SIGI
3533
Susquehanna International Group (Ireland)
Ireland
$241K +$252K +920 New
JF
3534
Joule Financial
Kentucky
$241K -$15.1K -55 -6%
ACM
3535
Ardent Capital Management
Ohio
$241K
JWWM
3536
Johnson & White Wealth Management
Pennsylvania
$240K +$3.02K +11 +1%
NFP
3537
Narus Financial Partners
Utah
$240K +$40.3K +147 +19%
SWRP
3538
Summit Wealth & Retirement Planning
California
$239K -$4.38K -16 -2%
EWP
3539
Elevation Wealth Partners
California
$239K
WP
3540
Wealthspan Partners
Iowa
$238K -$4.38K -16 -2%
RWMG
3541
Redwood Wealth Management Group
New Jersey
$238K +$3.02K +11 +1%
IPW
3542
Impact Partnership Wealth
Georgia
$238K +$163K +593 +188%
WSFG
3543
Wall Street Financial Group
Illinois
$238K +$249K +907 New
CWM
3544
Campbell Wealth Management
Virginia
$238K
VCWA
3545
Vanguard Capital Wealth Advisors
Colorado
$238K -$14.3K -52 -5%
AF
3546
Affiance Financial
Minnesota
$238K
HWM
3547
Horizon Wealth Management
Illinois
$237K -$137K -499 -36%
FFP
3548
Forbes Financial Planning
Rhode Island
$237K
UWM
3549
USAdvisors Wealth Management
Minnesota
$237K +$2.19K +8 +0.9%
SW
3550
SMART Wealth
Nebraska
$237K +$42.2K +154 +21%

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.