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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
AWM
901
Axxcess Wealth Management
California
$14.2M -$1.37M -5,008 -8%
IGGA
902
Iron Gate Global Advisors
Utah
$14.2M +$1.09M +3,960 +8%
LIM
903
Letson Investment Management
Georgia
$14.2M +$130K +473 +0.9%
PR
904
Payden & Rygel
California
$14.2M -$13.3M -48,600 -47%
PRIG
905
Payden & Rygel Investment Group
California
$14.2M -$13.3M -48,600 -47%
CPIM
906
Coalescence Partners Investment Management
New York
$14.2M
MRCM
907
M&R Capital Management
New Jersey
$14.1M -$1.92K -7 -0%
CIS
908
Connors Investor Services
Pennsylvania
$14.1M +$66.9K +244 +0.5%
TF
909
Talbot Financial
Washington
$14M -$127K -463 -0.9%
FNBT
910
FineMark National Bank & Trust
Florida
$14M +$271K +990 +2%
TA
911
TruWealth Advisors
Louisiana
$14M +$550K +2,006 +4%
MC
912
Martin Currie
United Kingdom
$14M -$2.61M -9,532 -15%
ACA
913
Anchor Capital Advisors
Massachusetts
$13.9M -$31K -113 -0.2%
PHAM
914
Pacific Heights Asset Management
California
$13.9M
SIMG
915
Sonora Investment Management Group
Arizona
$13.9M
AIM
916
Avanda Investment Management
Singapore
$13.9M -$3.37M -12,300 -19%
DWA
917
Douglass Winthrop Advisors
New York
$13.9M +$299K +1,091 +2%
SFI
918
Siemens Fonds Invest
Germany
$13.8M +$33.7K +123 +0.2%
SGM
919
Skye Global Management
Florida
$13.8M +$4.06M +14,800 +39%
UI
920
Untitled Investments
New York
$13.8M
AMI
921
Amica Mutual Insurance
Rhode Island
$13.7M
IPGDR
922
Investidor Profissional Gestao de Recursos
Brazil
$13.6M -$1.31M -4,763 -8%
SA
923
SpiderRock Advisors
Delaware
$13.6M +$653K +2,382 +5%
TFA
924
Toth Financial Advisory
Virginia
$13.5M +$74K +270 +0.5%
PVI
925
Pine Valley Investments
New Jersey
$13.5M +$1.02M +3,705 +8%

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.