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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
WBG
3601
Wharton Business Group
Pennsylvania
$217K +$13.2K +48 +6%
SJGA
3602
Stephen J. Garry & Associates
New York
$217K
WIM
3603
Westside Investment Management
California
$217K +$18.4K +67 +9%
HAS
3604
Holland Advisory Services
Florida
$216K -$1.92K -7 -0.8%
HIM
3605
Hanlon Investment Management
New Jersey
$216K +$226K +824 New
BA
3606
Bridge Advisory
California
$216K +$1.65K +6 +0.7%
OFS
3607
Oldfather Financial Services
Nebraska
$215K +$5.48K +20 +3%
CC
3608
Corton Capital
Ontario, Canada
$215K +$224K +818 New
CCM
3609
Carlson Capital Management
Minnesota
$214K +$6.3K +23 +3%
SPI
3610
Sutton Place Investors
New York
$214K +$223K +815 New
PL
3611
Parthenon LLC
Kentucky
$214K +$1.65K +6 +0.7%
DW
3612
Durante & Waters
New York
$213K +$11.5K +42 +5%
MSWM
3613
McGlone Suttner Wealth Management
Wisconsin
$213K -$28.8K -105 -11%
LFS
3614
Legacy Financial Strategies
Kansas
$212K +$216K +789 New
AEPWM
3615
Atlantic Edge Private Wealth Management
Florida
$211K
WWP
3616
Waypoint Wealth Partners
California
$210K +$3.29K +12 +2%
AAM
3617
AR Asset Management
California
$210K +$219K +800 New
KWM
3618
Kanen Wealth Management
Florida
$210K
SM
3619
Salzhauer Michael
$210K
LFP
3620
Lakeshore Financial Planning
Michigan
$210K
DLCIG
3621
D.L. Carlson Investment Group
New Hampshire
$209K +$2.47K +9 +1%
GWWM
3622
Great Waters Wealth Management
Minnesota
$209K +$20.3K +74 +10%
FIM
3623
Fruth Investment Management
Texas
$209K +$13.4K +49 +7%
AA
3624
Acorns Advisers
California
$209K +$218K +795 New
IPWA
3625
International Private Wealth Advisors
California
$209K -$13.2K -48 -6%

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.