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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
CTWM
3701
Cherry Tree Wealth Management
Minnesota
$113K -$2.47K -9 -2%
PWMG
3702
Private Wealth Management Group
New Jersey
$113K -$48K -175 -29%
TCM
3703
Tradewinds Capital Management
Washington
$110K +$2.47K +9 +2%
CMP
3704
Coston McIsaac & Partners
Maine
$109K -$40K -146 -26%
MCA
3705
Maryland Capital Advisors
Maryland
$109K
AWM
3706
Activest Wealth Management
Florida
$108K +$34.3K +125 +44%
ACA
3707
American Capital Advisory
Idaho
$108K +$107K +390 +1,625%
GC
3708
Globeflex Capital
California
$108K
RTL
3709
Red Tortoise LLC
Georgia
$105K +$95.9K +350 +673%
HB
3710
Horizon Bancorp
Indiana
$105K
CP
3711
Camelot Portfolios
Ohio
$105K +$110K +400 New
CWA
3712
Carolina Wealth Advisors
South Carolina
$104K
FFA
3713
Frazier Financial Advisors
Ohio
$103K +$3.02K +11 +3%
IRC
3714
Investors Research Corp
Georgia
$101K +$27.1K +99 +34%
PWA
3715
Provenance Wealth Advisors
Florida
$101K -$526K -1,920 -83%
EA
3716
Evolution Advisers
Virginia
$100K
CJL
3717
Cyrus J. Lawrence
New York
$96K
DP
3718
Denver PWM
Colorado
$94.3K +$98.4K +359 New
BHWM
3719
Bay Harbor Wealth Management
Maryland
$92.7K -$274 -1 -0.3%
KFP
3720
Keener Financial Planning
Texas
$92K -$82.2K -300 -46%
PP
3721
Pingora Partners
Wyoming
$91.9K
GG
3722
Gleason Group
Kentucky
$91.7K
PA
3723
Pineridge Advisors
Missouri
$90.5K -$5.21K -19 -5%
BTC
3724
Bank & Trust Company
Illinois
$89K +$92.9K +339 New
W
3725
WealthCollab
Washington
$86.1K

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.