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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
WAP
1101
Wealthcare Advisory Partners
Pennsylvania
$9.63M +$628K +2,290 +7%
TCA
1102
Transcend Capital Advisors
New Jersey
$9.63M +$2.16M +7,873 +27%
BWM
1103
Bulltick Wealth Management
Florida
$9.6M -$3.84K -14 -0%
CCWM
1104
Cassaday & Co Wealth Management
Virginia
$9.58M +$20K +73 +0.2%
CCM
1105
Cohen Capital Management
California
$9.57M +$51.8K +189 +0.5%
DCM
1106
Donaldson Capital Management
Indiana
$9.57M +$610K +2,225 +7%
BCM
1107
Brookstone Capital Management
Illinois
$9.53M +$2.05M +7,488 +27%
SWP
1108
Strategic Wealth Partners
Ohio
$9.53M -$246K -896 -2%
LC
1109
Lakehouse Capital
Australia
$9.53M
IEFM
1110
IQ EQ Fund Management
Ireland
$9.52M -$128K -467 -1%
JPWM
1111
Jamison Private Wealth Management
Georgia
$9.52M -$263K -961 -3%
WC
1112
Woodstock Corp
Massachusetts
$9.51M +$212K +774 +2%
MC
1113
Mayar Capital
United Kingdom
$9.5M -$222K -809 -2%
BI
1114
Berkeley Inc
Idaho
$9.5M +$286K +1,042 +3%
CHCM
1115
Columbus Hill Capital Management
New Jersey
$9.48M
SC
1116
Savant Capital
Illinois
$9.47M -$176K -643 -2%
MGIA
1117
Moneta Group Investment Advisors
Missouri
$9.47M +$344K +1,255 +4%
ZB
1118
Zions Bancorporation
Utah
$9.45M -$408K -1,489 -4%
NG
1119
NWK Group
California
$9.39M +$6.85K +25 +0.1%
BC
1120
Burney Company
Virginia
$9.37M -$3.65M -13,326 -27%
Verition Fund Management
1121
Verition Fund Management
Connecticut
$9.36M +$4.94M +18,026 +102%
RAM
1122
Riggs Asset Management
Pennsylvania
$9.34M -$138K -503 -1%
CT
1123
Coastline Trust
Rhode Island
$9.31M -$19.2K -70 -0.2%
LIP
1124
Lighthouse Investment Partners
Florida
$9.3M -$4.4M -16,048 -31%
WFG
1125
Wormser Freres Gestion
France
$9.28M +$483K +1,764 +5%

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.