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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
EPFB
1201
Employees Provident Fund Board
Malaysia
$8.14M +$685K +2,500 +9%
CWM
1202
Chronos Wealth Management
Florida
$8.13M +$72.9K +266 +0.9%
JFGIW
1203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.11M +$4.28M +15,605 +102%
SPC
1204
Spirepoint Private Client
Florida
$8.1M +$123K +449 +1%
SS
1205
Sunbelt Securities
Texas
$8.07M -$164K -600 -2%
HCA
1206
Harbour Capital Advisors
Virginia
$8.06M +$19.2K +70 +0.2%
CT
1207
Caldwell Trust
Florida
$8.02M -$18.9K -69 -0.2%
P
1208
&Partners
Tennessee
$7.96M +$4.09M +14,933 +97%
CA
1209
Claar Advisors
New York
$7.94M
CT
1210
Colonial Trust
South Carolina
$7.91M +$320K +1,167 +4%
PCTC
1211
Perkins Coie Trust Company
Washington
$7.9M -$370K -1,350 -4%
WTFG
1212
Wells Trecaso Financial Group
Ohio
$7.88M +$40.8K +149 +0.5%
NP
1213
Nilsine Partners
Colorado
$7.86M +$97.6K +356 +1%
BMCM
1214
Bryn Mawr Capital Management
Pennsylvania
$7.86M -$55.6K -203 -0.7%
NCM
1215
Noesis Capital Mangement
Florida
$7.82M +$240K +877 +3%
MCM
1216
McKinley Capital Management
Alaska
$7.81M -$1.16M -4,247 -12%
WWM
1217
Western Wealth Management
Colorado
$7.8M +$172K +628 +2%
ST
1218
Spinnaker Trust
Maine
$7.79M +$11.8K +43 +0.1%
NS
1219
NBC Securities
Alabama
$7.79M +$708K +2,584 +10%
GSP
1220
Grafton Street Partners
Florida
$7.77M
FCT
1221
Family Capital Trust
Massachusetts
$7.77M -$275K -1,004 -3%
CPA
1222
Capital Planning Advisors
California
$7.77M +$11.2K +41 +0.1%
MCM
1223
Mitchell Capital Management
Kansas
$7.75M -$9.32K -34 -0.1%
SSA
1224
Sierra Summit Advisors
Nevada
$7.75M +$547K +1,997 +7%
CHAM
1225
Clear Harbor Asset Management
Connecticut
$7.74M +$56.2K +205 +0.7%

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.