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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
BFEC
851
Benjamin F. Edwards & Company
Missouri
$15.7M +$891K +3,249 +6%
PAM
852
Peak Asset Management
Colorado
$15.6M -$45.5K -166 -0.3%
FI
853
Firetrail Investments
Australia
$15.6M +$9.13M +33,324 +127%
RMSCM
854
R.M. Sincerbeaux Capital Management
New York
$15.6M -$1.29M -4,700 -7%
CAM
855
Columbia Asset Management
Michigan
$15.6M +$122K +445 +0.8%
PS
856
Principal Securities
Iowa
$15.6M +$1.86M +6,772 +13%
GS
857
GTS Securities
New York
$15.6M +$7.72M +28,169 +90%
VI
858
Vestcor Inc
New Brunswick, Canada
$15.5M -$293K -1,068 -2%
RWM
859
Ritholtz Wealth Management
New York
$15.5M -$289K -1,056 -2%
DAC
860
Dividend Assets Capital
South Carolina
$15.4M +$964K +3,517 +6%
PNAA
861
Pictet North America Advisors
Switzerland
$15.4M -$789K -2,878 -5%
GIP
862
Gavilan Investment Partners
California
$15.4M
BBA
863
Baader Bank Aktiengesellschaft
Germany
$15.3M +$1.37M +4,988 +9%
GP
864
Girard Partners
Pennsylvania
$15.3M -$277K -1,009 -2%
AIM
865
Arcadia Investment Management
Michigan
$15.3M +$159K +581 +1%
AssetMark Inc
866
AssetMark Inc
California
$15.2M +$1.36M +4,971 +9%
KIA
867
Knollwood Investment Advisory
Maryland
$15.2M +$142K +517 +0.9%
OMC
868
Overbrook Management Corp
New York
$15.2M -$238K -869 -1%
1C
869
1623 Capital
Virginia
$15.2M +$95.9K +350 +0.6%
EGA
870
Eagle Global Advisors
Texas
$15.2M -$86.3K -315 -0.5%
SSWM
871
Sheets Smith Wealth Management
North Carolina
$15.2M -$393K -1,434 -2%
CC
872
Criteria Caixa
Spain
$15.1M
MGWM
873
Marks Group Wealth Management
Minnesota
$15M +$111K +404 +0.7%
AC
874
Avenir Corporation
Virginia
$14.9M -$3.33M -12,163 -18%
BWL
875
Bogart Wealth LLC
Virginia
$14.9M +$2.74K +10 +0%

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.