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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
MAS
1276
Meeder Advisory Services
Ohio
$7.1M +$2.37M +8,656 +47%
WIA
1277
World Investment Advisors
California
$7.08M +$5.47M +19,963 +285%
CI
1278
Conning Inc
Connecticut
$7.08M -$289K -1,056 -4%
DFA
1279
Delta Financial Advisors
Louisiana
$7.03M +$15.3K +56 +0.2%
SC
1280
Settian Capital
New York
$7.01M
SW
1281
SlateStone Wealth
Florida
$7M -$88.8K -324 -1%
BCFD
1282
Boit C.F. David
$6.99M
LWMM
1283
Legacy Wealth Management (Mississippi)
Mississippi
$6.99M -$95.9K -350 -1%
IIM
1284
Ipswich Investment Management
Massachusetts
$6.98M -$21.4K -78 -0.3%
PCP
1285
Proficio Capital Partners
Massachusetts
$6.95M +$126K +458 +2%
GC
1286
Gratus Capital
Georgia
$6.95M +$2.76M +10,061 +61%
GIM
1287
Goelzer Investment Management
Indiana
$6.92M -$91.5K -334 -1%
PGAM
1288
Princeton Global Asset Management
New Jersey
$6.9M +$713K +2,602 +11%
NP
1289
NorthRock Partners
Minnesota
$6.9M +$348K +1,271 +5%
AWP
1290
Ascent Wealth Partners
New York
$6.89M +$144K +527 +2%
TWP
1291
Tyche Wealth Partners
Texas
$6.89M -$83.9K -306 -1%
JAM
1292
JCIC Asset Management
Ontario, Canada
$6.88M -$59.5K -217 -0.8%
TPA
1293
Trivium Point Advisory
Connecticut
$6.87M +$48.8K +178 +0.7%
DEA
1294
DoubleLine ETF Adviser
Florida
$6.86M -$339K -1,238 -5%
SC
1295
Scholtz & Company
Connecticut
$6.84M -$22.5K -82 -0.3%
BCWM
1296
Bartlett & Co Wealth Management
Ohio
$6.83M +$37K +135 +0.5%
CCA
1297
Covey Capital Advisors
Georgia
$6.82M +$99.2K +362 +1%
RCM
1298
RB Capital Management
Nevada
$6.82M +$71K +259 +1%
ECML
1299
Eagle Capital Management (Louisiana)
Louisiana
$6.81M -$52.4K -191 -0.7%
BWS
1300
Buck Wealth Strategies
Colorado
$6.81M +$7.11M +25,951 New

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.