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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
RDIA
3801
RE Dickinson Investment Advisors
Iowa
$15K
SGC
3802
Slocum, Gordon & Co
Rhode Island
$13.9K
ACM
3803
Anfield Capital Management
California
$13.6K +$6.3K +23 +79%
ETS
3804
ESL Trust Services
New York
$13.4K +$14K +51 New
CCC
3805
Chelsea Counsel Company
California
$13.1K
CB
3806
Chris Bulman
California
$13.1K +$13.7K +50 New
FWA
3807
FSC Wealth Advisors
New York
$12.1K
HRC
3808
Hoertkorn Richard Charles
$12.1K
PO
3809
Private Ocean
California
$11.8K
ECM
3810
Everence Capital Management
Indiana
$11.8K
PWM
3811
Partnership Wealth Management
Maryland
$11.5K
BC
3812
Broadwater Capital
Massachusetts
$10.5K
CWM
3813
Cranbrook Wealth Management
Michigan
$10.3K
MFT
3814
Moisand Fitzgerald Tamayo
Florida
$7.37K -$548 -2 -7%
LIM
3815
Longfellow Investment Management
Massachusetts
$7.35K
SA
3816
SRH Advisors
Kansas
$7.35K
RWM
3817
Ruedi Wealth Management
Illinois
$6.82K +$7.13K +26 New
MIM
3818
Macroview Investment Management
Maryland
$6.56K +$3.29K +12 +92%
TWD
3819
True Wealth Design
Ohio
$6.3K
FIA
3820
FPC Investment Advisory
California
$6K
SWM
3821
Sanctuary Wealth Management
Idaho
$5.51K +$3.84K +14 +200%
PS
3822
PayPay Securities
Japan
$5.25K -$822 -3 -13%
PPWM
3823
PFG Private Wealth Management
Florida
$4.72K
CC
3824
Cultivar Capital
Texas
$3.41K +$3.56K +13 New
SHIM
3825
Stone House Investment Management
Pennsylvania
$3.15K +$3.29K +12 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.