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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
FPTW
1176
Franklin, Parlapiano, Turner & Welch
Texas
$8.55M -$466K -1,699 -5%
RCM
1177
RNC Capital Management
California
$8.53M +$667K +2,435 +8%
ERIC
1178
Eagle Rock Investment Company
Georgia
$8.53M +$453K +1,654 +5%
MBTD
1179
Mechanics Bank - Trust Department
California
$8.52M +$661K +2,410 +8%
LIM
1180
Lingotto Investment Management
United Kingdom
$8.49M +$892K +3,253 +11%
SWM
1181
SeaCrest Wealth Management
New York
$8.48M -$99.2K -362 -1%
EAM
1182
Eagle Asset Management
Florida
$8.47M +$2.16M +7,866 +32%
DAM
1183
Diamant Asset Management
Connecticut
$8.46M +$145K +530 +2%
XI
1184
XXEC Inc
Oklahoma
$8.44M -$118K -429 -1%
WCM
1185
Whitener Capital Management
North Carolina
$8.43M +$499K +1,822 +6%
AFWM
1186
AMJ Financial Wealth Management
Virginia
$8.42M +$150K +548 +2%
CAM
1187
ClariVest Asset Management
California
$8.4M -$76.2K -278 -0.9%
DIM
1188
DLK Investment Management
California
$8.37M +$28.5K +104 +0.3%
IWA
1189
Icon Wealth Advisors
Texas
$8.36M +$1.14M +4,169 +15%
FB
1190
Fulton Bank
Pennsylvania
$8.36M -$437K -1,596 -5%
AAM
1191
Azzad Asset Management
Virginia
$8.32M +$198K +724 +2%
HWA
1192
HCR Wealth Advisors
California
$8.32M -$19.5K -71 -0.2%
DAS
1193
Diversify Advisory Services
Utah
$8.3M -$858K -3,132 -9%
GGI
1194
GPM Growth Investors
Michigan
$8.28M +$8.65M +31,553 New
KHLMTHM
1195
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$8.27M
SFS
1196
Sowell Financial Services
Arkansas
$8.26M -$23K -84 -0.3%
CWM
1197
Concentric Wealth Management
California
$8.24M +$113K +411 +1%
WCM
1198
Wisconsin Capital Management
Wisconsin
$8.22M -$24.4K -89 -0.3%
RDWM
1199
Red Door Wealth Management
Tennessee
$8.18M +$578K +2,108 +7%
RIL
1200
Rothschild Investment LLC
Illinois
$8.18M +$177K +647 +2%

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.