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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
WOSD
3726
WFA of San Diego
California
$85.3K +$89.1K +325 New
IWP
3727
IAG Wealth Partners
Wisconsin
$85K -$17.5K -64 -16%
DPW
3728
DiNuzzo Private Wealth
Pennsylvania
$83.2K +$11.2K +41 +15%
LG
3729
LAM Group
Oregon
$78.7K
FIM
3730
FWL Investment Management
Texas
$78.7K +$82.2K +300 New
MCM
3731
MidAtlantic Capital Management
Virginia
$76.6K +$32.9K +120 +41%
RBC
3732
Roble Belko & Company
Pennsylvania
$74K
1IA
3733
1620 Investment Advisors
Massachusetts
$73.8K +$77K +281 New
KWAG
3734
Kiely Wealth Advisory Group
North Carolina
$71.2K
NBT
3735
Northwest Bank & Trust
Iowa
$71.1K
HH
3736
HWG Holdings
Texas
$70.9K +$74K +270 New
VWA
3737
Valued Wealth Advisors
Utah
$70.7K +$9.59K +35 +15%
RWA
3738
Redmont Wealth Advisors
Illinois
$70.3K -$27.4K -100 -27%
DWA
3739
Delos Wealth Advisors
Texas
$70.1K
RDFA
3740
Ritter Daniher Financial Advisory
Ohio
$69.3K +$23.3K +85 +47%
BHWM
3741
Beaird Harris Wealth Management
Texas
$66.4K +$8.22K +30 +13%
FUBT
3742
First United Bank & Trust
Maryland
$64K
T2I
3743
Turim 21 Investimentos
Brazil
$63K
KPP
3744
Kings Path Partners
Texas
$63K +$65.8K +240 New
SCA
3745
Stuart Chaussee & Associates
California
$61.9K
BFS
3746
Burkett Financial Services
South Carolina
$61.5K
AP
3747
Aspect Partners
Virginia
$61.2K
IHWM
3748
Iron Horse Wealth Management
Iowa
$61.2K +$63.9K +233 New
LAM
3749
Lummis Asset Management
Texas
$59.6K
OAJ
3750
Ogorek Anthony Joseph
New York
$59K

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.