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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
MIHAS
3651
Maj Invest Holding A/S
Denmark
$197K
AA
3652
AlphaCentric Advisors
Puerto Rico
$193K +$1.37K +5 +0.7%
MAM
3653
Marquette Asset Management
Minnesota
$193K -$205K -747 -50%
DWS
3654
Dynamic Wealth Strategies
California
$193K -$15.9K -58 -7%
FCMT
3655
Founders Capital Management (Texas)
Texas
$193K -$41.1K -150 -17%
CAM
3656
Creekmur Asset Management
Illinois
$193K -$66.1K -241 -25%
RA
3657
Rational Advisors
New York
$190K +$198K +723 New
UOTTAIMCU
3658
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$188K
HGA
3659
Hobbs Group Advisors
South Carolina
$186K +$194K +708 New
TF
3660
Tompkins Financial
New York
$185K -$62.8K -229 -25%
TFGT
3661
TS Financial Group (TSFG)
Illinois
$184K +$274 +1 +0.1%
MLA
3662
MB, Levis & Associates
Pennsylvania
$184K
FA
3663
Financial Avengers
California
$177K -$3.56K -13 -2%
IGWM
3664
ICA Group Wealth Management
Colorado
$176K -$979K -3,573 -84%
CJ
3665
Caitlin John
Michigan
$176K -$1.16M -4,229 -86%
AWM
3666
AllSquare Wealth Management
New York
$174K
EPW
3667
Evergreen Private Wealth
Colorado
$174K -$11.2K -41 -6%
FCG
3668
Financial Connections Group
California
$173K
PCA
3669
Providence Capital Advisors
North Carolina
$171K -$2.19K -8 -1%
WFS
3670
Widmann Financial Services
Maryland
$166K +$173K +633 New
VIA
3671
Virtus Investment Advisers
Connecticut
$163K -$88.5K -323 -34%
WAG
3672
Wiser Advisor Group
Arizona
$160K -$9.32K -34 -5%
AP
3673
Atwood & Palmer
Missouri
$159K -$41.1K -150 -20%
MB
3674
Mizuho Bank
Japan
$157K +$164K +600 New
BC
3675
Barrett & Company
Rhode Island
$153K

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.