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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
HFS
3551
Howard Financial Services
Texas
$236K -$163K -593 -40%
SC
3552
Schulhoff & Co
Ohio
$236K
ST
3553
Sentinel Trust
Texas
$236K +$4.38K +16 +2%
CWM
3554
Chemistry Wealth Management
New York
$236K
DI
3555
DDFG Inc
California
$235K +$43.3K +158 +21%
MFG
3556
Mendota Financial Group
Wisconsin
$234K -$13.7K -50 -5%
BWM
3557
BKM Wealth Management
Wisconsin
$234K +$1.81M +6,615 +925%
SNBOSCI
3558
Security National Bank of Sioux City Iowa
Iowa
$234K -$34.3K -125 -12%
SP
3559
SWS Partners
Ohio
$232K -$5.76K -21 -2%
SIC
3560
SFE Investment Counsel
California
$232K +$2.74K +10 +1%
TCM
3561
Tuttle Capital Management
Connecticut
$232K +$233K +850 New
IF
3562
IRON Financial
Illinois
$231K +$1.37K +5 +0.6%
OCPWS
3563
One Charles Private Wealth Services
Massachusetts
$231K
VNA
3564
Valley National Advisers
Pennsylvania
$231K -$4.93K -18 -2%
ACP
3565
Arcus Capital Partners
Georgia
$229K -$571K -2,085 -70%
CAM
3566
Concorde Asset Management
Michigan
$229K -$134K -488 -36%
B
3567
Barings
North Carolina
$228K -$1.37M -4,997 -85%
GCM
3568
Gallacher Capital Management
Colorado
$228K -$398K -1,451 -63%
AF
3569
Apollon Financial
South Carolina
$228K
JLBC
3570
J.L. Bainbridge & Co
Florida
$227K +$40.3K +147 +20%
MWA
3571
Muirfield Wealth Advisors
North Carolina
$227K +$9.87K +36 +4%
FF
3572
Francis Financial
$227K +$237K +865 New
USB
3573
Union Savings Bank
Connecticut
$227K +$20.8K +76 +10%
IAG
3574
Investment Advisory Group
Massachusetts
$227K -$2.74K -10 -1%
MWM
3575
Massachusetts Wealth Management
Massachusetts
$226K

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.