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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
KCM
3926
Kendall Capital Management
Maryland
-$212K -758 Closed
PWA
3927
Providence Wealth Advisors
Illinois
-$211K -758 Closed
SM
3928
Sensible Money
Arizona
-$210K -753 Closed
TFO
3929
Tarbox Family Office
California
-$210K -753 Closed
CMS
3930
Capital Market Strategies
Florida
-$210K -752 Closed
KLI
3931
Kelman-Lazarov Inc
Tennessee
-$209K -750 Closed
MA
3932
MAS Advisors
Florida
-$208K -747 Closed
ODFS
3933
O'Donnell Financial Services
California
-$208K -747 Closed
VFG
3934
V2 Financial group
Illinois
-$208K -746 Closed
EWM
3935
Edge Wealth Management
New York
-$208K -745 Closed
CIA
3936
Cladis Investment Advisory
Montana
-$208K -744 Closed
LFGO
3937
Legacy Financial Group (Oklahoma)
Oklahoma
-$206K -738 Closed
AWMG
3938
Alliance Wealth Management Group
New Jersey
-$205K -735 Closed
AMG
3939
Asset Management Group
Connecticut
-$205K -735 Closed
WF
3940
Whelan Financial
California
-$205K -735 Closed
YAM
3941
Yacktman Asset Management
Texas
-$204K -732 Closed
BSHC
3942
Breed's Hill Capital
Massachusetts
-$204K -730 Closed
CCP
3943
Clarity Capital Partners
California
-$203K -729 Closed
WAG
3944
Wheelhouse Advisory Group
Missouri
-$203K -728 Closed
FS
3945
Financial Symmetry
North Carolina
-$203K -727 Closed
V
3946
ViaWealth
Kansas
-$202K -725 Closed
CKAIS
3947
Christensen King & Associates Investment Services
Washington
-$202K -724 Closed
GRA
3948
Golden Road Advisors
Florida
-$202K -723 Closed
MF
3949
Meridian Financial
Massachusetts
-$201K -720 Closed
NRI
3950
NFP Retirement Inc
California
-$201K -720 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.