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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
HPG
801
Harvest Portfolios Group
Ontario, Canada
$17.3M -$500K -1,825 -3%
RC
802
Randolph Company
Ohio
$17.3M +$110K +400 +0.6%
BBA
803
BLB&B Advisors
Pennsylvania
$17.2M -$84.7K -309 -0.5%
BCAM
804
Boston Common Asset Management
Massachusetts
$17.2M +$118K +432 +0.7%
SCA
805
Stonebridge Capital Advisors
Minnesota
$17.2M +$277K +1,010 +2%
CG
806
Caprock Group
Idaho
$17.1M +$6.31M +23,032 +55%
JMFC
807
J.M. Forbes & Co
Massachusetts
$17.1M +$405K +1,478 +2%
EAM
808
EULAV Asset Management
Florida
$17.1M -$548K -1,999 -3%
PGDP
809
Pragma Gestao de Patrimonio
Brazil
$17.1M
TW
810
Trajan Wealth
Arizona
$17.1M +$1.03M +3,770 +6%
AFG
811
Albion Financial Group
Utah
$17M +$34.8K +127 +0.2%
FCBT
812
First Citizens Bank & Trust
North Carolina
$17M +$164K +598 +0.9%
CVM
813
Cheviot Value Management
California
$16.9M -$38.9K -142 -0.2%
CA
814
Clearstead Advisors
Ohio
$16.9M +$6.43M +23,471 +57%
HI
815
Hendershot Investments
Virginia
$16.9M +$211K +770 +1%
SWM
816
Segment Wealth Management
Texas
$16.8M +$295K +1,075 +2%
BCM
817
Becker Capital Management
Oregon
$16.8M +$107K +392 +0.6%
BRWA
818
B. Riley Wealth Advisors
Florida
$16.8M -$9.47M -34,556 -35%
PA
819
Procyon Advisors
Connecticut
$16.8M +$791K +2,887 +5%
COA
820
Crown Oak Advisors
California
$16.7M +$3.84K +14 +0%
JPMIA
821
J.P. Marvel Investment Advisors
Massachusetts
$16.7M
FMLI
822
Fukoku Mutual Life Insurance
Japan
$16.6M -$208K -758 -1%
SHGA
823
Sand Hill Global Advisors
California
$16.6M +$893K +3,258 +5%
H
824
HoyleCohen
California
$16.6M -$1.04M -3,798 -6%
SWM
825
Spire Wealth Management
Virginia
$16.5M -$3.07M -11,213 -15%

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.