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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
BF
3576
Brogan Financial
Tennessee
$224K +$8.5K +31 +4%
TMWM
3577
Taylor & Morgan Wealth Management
Michigan
$224K +$274 +1 +0.1%
HBWM
3578
Hollow Brook Wealth Management
New York
$223K -$136K -495 -37%
JWS
3579
Juncture Wealth Strategies
Arizona
$223K
VCAM
3580
Van Cleef Asset Management
Ohio
$223K
KFS
3581
Keynote Financial Services
Connecticut
$223K
PSFG
3582
Prairie Sky Financial Group
Illinois
$222K -$274 -1 -0.1%
WAS
3583
Wealth Advisory Solutions
Indiana
$222K -$274 -1 -0.1%
CA
3584
CSM Advisors
Pennsylvania
$222K -$12.3K -45 -5%
RP
3585
Rowlandmiller & Partners
Georgia
$222K -$11.8K -43 -5%
AWM
3586
Abound Wealth Management
Tennessee
$221K +$17.8K +65 +8%
PAM
3587
Paradigm Asset Management
New York
$220K -$82.2K -300 -26%
WQ
3588
Wealth Quarterback
New Jersey
$220K -$4.93K -18 -2%
SWM
3589
Silverlake Wealth Management
Vermont
$220K +$6.58K +24 +3%
NMM
3590
Naples Money Management
Florida
$220K
SKK
3591
Shepherd Kaplan Krochuk
Massachusetts
$219K
RW
3592
RVW Wealth
California
$219K +$229K +835 New
IA
3593
Inspire Advisors
Idaho
$218K +$228K +831 New
TI
3594
TTP Investments
California
$218K +$274 +1 +0.1%
DIA
3595
Dean Investment Associates
Ohio
$218K -$123K -448 -35%
ACM
3596
Academy Capital Management
Texas
$218K
HI
3597
Harrington Investments
California
$218K
CFA
3598
Capstone Financial Advisors
Illinois
$217K -$8.77K -32 -4%
THWM
3599
Taylor Hoffman Wealth Management
Virginia
$217K +$21.9K +80 +11%
FMP
3600
Financial Management Professionals
Texas
$217K +$4.66K +17 +2%

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.