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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
FWTB
1076
First Western Trust Bank
Colorado
$10.1M -$1.42M -5,175 -12%
AAMA
1077
Advanced Asset Management Advisors
Ohio
$10M
AIP
1078
Ameritas Investment Partners
Nebraska
$9.99M -$65.8K -240 -0.6%
MCM
1079
Maytus Capital Management
New York
$9.97M +$10.4M +38,000 New
DAS
1080
Dynamic Advisor Solutions
Arizona
$9.95M -$102K -371 -1%
HIP
1081
HUB Investment Partners
Texas
$9.92M +$703K +2,566 +7%
CCM
1082
Consolidated Capital Management
California
$9.91M +$227K +829 +2%
PPA
1083
Painted Porch Advisors
California
$9.91M -$49.9K -182 -0.5%
SWA
1084
Stratos Wealth Advisors
Ohio
$9.9M +$1.42M +5,179 +16%
P
1085
Pitcairn
Pennsylvania
$9.89M +$537K +1,959 +5%
CIA
1086
Capital Investment Advisors
Georgia
$9.89M +$1.86M +6,799 +22%
FA
1087
Fagan Associates
New York
$9.87M +$61.9K +226 +0.6%
LT
1088
Legacy Trust
Michigan
$9.86M -$46.6K -170 -0.5%
M
1089
MOTCO
Texas
$9.83M +$186K +679 +2%
CPIG
1090
Chicago Partners Investment Group
Illinois
$9.82M -$205K -749 -2%
OAM
1091
Ostrum Asset Management
France
$9.79M -$225K -821 -2%
CC
1092
Cadinha & Co
Hawaii
$9.78M -$8.73M -31,848 -46%
NAM
1093
NorthCrest Asset Manangement
Minnesota
$9.76M +$244K +891 +2%
PCIG
1094
Partners Capital Investment Group
Massachusetts
$9.72M +$4.35M +15,880 +76%
RCP
1095
Rothschild Capital Partners
New York
$9.7M
AA
1096
Ancora Advisors
Ohio
$9.69M +$220K +801 +2%
NIM
1097
Nicollet Investment Management
Minnesota
$9.68M -$158K -576 -2%
RSWM
1098
Robertson Stephens Wealth Management
California
$9.66M +$121K +442 +1%
AP
1099
Americana Partners
Texas
$9.66M +$643K +2,346 +7%
PJSIMP
1100
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.66M +$34.5K +126 +0.3%

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.