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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
FNBTCON
3626
First National Bank & Trust Co of Newtown
Pennsylvania
$209K -$68.5K -250 -24%
TIM
3627
Total Investment Management
Arizona
$208K +$17K +62 +8%
BWG
3628
Beta Wealth Group
California
$208K +$17.5K +64 +9%
OWM
3629
Opes Wealth Management
California
$208K +$2.47K +9 +1%
HCM
3630
HMS Capital Management
Tennessee
$207K
PWM
3631
Power Wealth Management
Georgia
$207K +$5.21K +19 +2%
IPW
3632
Invictus Private Wealth
Colorado
$206K -$31.8K -116 -13%
POIA
3633
Pin Oak Investment Advisors
Texas
$206K -$548 -2 -0.3%
JTWM
3634
Jackson Thornton Wealth Management
Alabama
$206K
FCT
3635
First Community Trust
Iowa
$205K +$35.9K +131 +20%
HI
3636
Humankind Investments
New York
$205K -$149K -545 -41%
AW
3637
Apricus Wealth
South Carolina
$204K -$3.84K -14 -2%
RIA
3638
RPG Investment Advisory
California
$204K -$21.4K -78 -9%
AAIM
3639
Asset Advisors Investment Management
Georgia
$204K +$13.7K +50 +7%
KNFPWM
3640
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$203K +$274 +1 +0.1%
EARNEST Partners
3641
EARNEST Partners
Georgia
$203K
RRCM
3642
Rappaport Reiches Capital Management
Illinois
$203K +$8.77K +32 +4%
PIWA
3643
Prevail Innovative Wealth Advisors
Kansas
$202K -$2.19K -8 -1%
CI
3644
Chartist Inc
California
$202K
Betterment LLC
3645
Betterment LLC
New York
$201K +$209K +764 New
WCG
3646
Weaver Consulting Group
California
$201K -$80.3K -293 -28%
BGAI
3647
Bruce G. Allen Investments
Colorado
$200K -$9.04K -33 -4%
EA
3648
Ergawealth Advisors
Illinois
$200K
FEM
3649
Fulcrum Equity Management
Texas
$200K +$209K +762 New
RFA
3650
Register Financial Advisors
Georgia
$200K +$3.29K +12 +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.