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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
PFA
3901
Petra Financial Advisors
Colorado
-$294K -1,092 Closed
DCM
3902
Driehaus Capital Management
Illinois
-$297K -1,063 Closed
RFM
3903
Royal Fund Management
Florida
-$296K -1,062 Closed
BRA
3904
Bender Robert & Associates
California
-$284K -1,037 Closed
CSIA
3905
Charles Schwab Investment Advisory
California
-$268K -962 Closed
CCM
3906
Crabel Capital Management
California
-$267K -955 Closed
CAM
3907
Crestone Asset Management
Colorado
-$267K -955 Closed
FA
3908
FSA Advisors
Michigan
-$261K -935 Closed
PF
3909
Parker Financial
Washington
-$258K -925 Closed
FPGK
3910
Financial Partners Group (Kansas)
Kansas
-$258K -924 Closed
SWM
3911
Soundmark Wealth Management
Washington
-$254K -911 Closed
MAG
3912
Mayfair Advisory Group
Alabama
-$248K -888 Closed
CIS
3913
Custom Index Systems
New York
-$248K -887 Closed
CCIA
3914
Campbell & Co Investment Adviser
Maryland
-$246K -883 Closed
OCM
3915
Orleans Capital Management
Louisiana
-$246K -880 Closed
HFS
3916
Heritage Financial Services
Massachusetts
-$241K -864 Closed
OL
3917
Owen LaRue
Kentucky
-$234K -840 Closed
RIM
3918
Reliant Investment Management
Tennessee
-$221K -793 Closed
STB
3919
S&T Bank
Pennsylvania
-$220K -789 Closed
IW
3920
Instrumental Wealth
Florida
-$213K -786 Closed
BCM
3921
Birmingham Capital Management
Alabama
-$216K -775 Closed
MCM
3922
Mengis Capital Management
Oregon
-$216K -775 Closed
ACA
3923
Aspire Capital Advisors
Washington
-$214K -767 Closed
CCM
3924
CAAS Capital Management
New York
-$210K -767 Closed
VR
3925
Valued Retirements
Texas
-$212K -760 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.