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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
SPG
3876
Strategic Planning Group
Utah
-$1.35M -4,826 Closed
AGA
3877
Accuvest Global Advisors
Utah
-$1.29M -4,613 Closed
PPP
3878
Private Portfolio Partners
New Jersey
-$1.21M -4,353 Closed
SAW
3879
Signal Advisors Wealth
Michigan
-$1.15M -4,113 Closed
ARC
3880
Advisor Resource Council
Texas
-$1.02M -3,914 Closed
SCM
3881
Semanteon Capital Management
Massachusetts
-$956K -3,425 Closed
WWS
3882
Wellington Wealth Strategies
Indiana
-$921K -3,299 Closed
CPM
3883
Connective Portfolio Management
New York
-$837K -3,000 Closed
FBC
3884
Fairfield, Bush & Co
Connecticut
-$783K -2,805 Closed
HC
3885
Hoese & Co
Minnesota
-$789K -2,793 Closed
PA
3886
Parkside Advisors
California
-$726K -2,601 Closed
ES
3887
Eagle Strategies
New York
-$629K -2,254 Closed
NJBEST
3888
New Jersey Better Educational Savings Trust
New Jersey
-$625K -2,241 Closed
DM
3889
Deerfield Management
New York
-$596K -2,137 Closed
EFA
3890
Edge Financial Advisors
Illinois
-$585K -2,097 Closed
EFMH
3891
E Fund Management (HK)
Hong Kong
-$549K -1,966 Closed
BWA
3892
Beam Wealth Advisors
Louisiana
-$464K -1,664 Closed
WG
3893
Winton Group
United Kingdom
-$448K -1,605 Closed
BCM
3894
BTC Capital Management
Iowa
-$446K -1,599 Closed
GCM
3895
Graham Capital Management
Connecticut
-$445K -1,594 Closed
CWA
3896
Clarus Wealth Advisors
Arizona
-$365K -1,329 Closed
DFCM
3897
Dark Forest Capital Management
Puerto Rico
-$363K -1,299 Closed
SFG
3898
Socha Financial Group
New York
-$355K -1,272 Closed
AGM
3899
Alpine Global Management
New York
-$335K -1,199 Closed
BMM
3900
Berkshire Money Management
Massachusetts
-$308K -1,104 Closed

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.