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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
DFA
3751
DHJJ Financial Advisors
Illinois
$56.4K -$1.65K -6 -3%
TCM
3752
TD Capital Management
Tennessee
$55.8K +$274 +1 +0.5%
T
3753
Tidemark
California
$55K
CAM
3754
Chesapeake Asset Management
New York
$51.7K -$2.19K -8 -4%
RI
3755
Ridgewood Investments
New Jersey
$48.3K +$50.4K +184 New
PG
3756
Proffitt & Goodson
Tennessee
$47.8K
EAM
3757
Eukles Asset Management
Ohio
$46.2K
JFG
3758
JDM Financial Group
Texas
$43.5K
MFA
3759
McClarren Financial Advisors
Pennsylvania
$42K +$245K +895 +581%
MDCM
3760
Morgan Dempsey Capital Management
Wisconsin
$42K -$4.11K -15 -9%
CMA
3761
Cedar Mountain Advisors
Oregon
$41.2K
VWWMG
3762
Vermillion & White Wealth Management Group
Pennsylvania
$40K +$274 +1 +0.7%
CIR
3763
Clear Investment Research
Georgia
$40K -$1.92K -7 -4%
HFS
3764
Horizon Financial Services
North Carolina
$39.7K -$2.19K -8 -5%
ICM
3765
Islay Capital Management
Texas
$39.4K -$27.4K -100 -40%
HF
3766
Halpern Financial
Virginia
$39.4K -$19.5K -71 -32%
ATC
3767
Advantage Trust Company
Kansas
$39.4K
AFWM
3768
Abich Financial Wealth Management
Virginia
$39.3K +$4.66K +17 +13%
FW
3769
Fairway Wealth
Ohio
$39.1K +$40.8K +149 New
FFL
3770
Financial Freedom LLC
Ohio
$38.8K
PP
3771
PFS Partners
New Jersey
$38.6K
PCM
3772
Perritt Capital Management
Illinois
$38.3K -$3.29K -12 -8%
BFA
3773
BBJS Financial Advisors
Washington
$35.4K +$37K +135 New
CFS
3774
CGC Financial Services
Oregon
$35.4K
CWM
3775
CarsonAllaria Wealth Management
Illinois
$35.4K +$36.7K +134 New

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.