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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
AF
1401
Ally Financial
Michigan
$5.77M +$1.64M +6,000 +38%
ACP
1402
Aviance Capital Partners
Florida
$5.75M +$121K +442 +2%
MCCP
1403
Mission Creek Capital Partners
California
$5.75M +$1.19M +4,357 +25%
EIA
1404
Eastover Investment Advisors
North Carolina
$5.75M +$140K +511 +2%
TIP
1405
Torray Investment Partners
Maryland
$5.73M -$935K -3,410 -13%
RWM
1406
RBA Wealth Management
California
$5.73M +$64.1K +234 +1%
TCA
1407
Trifecta Capital Advisors
Illinois
$5.72M +$179K +653 +3%
HKIM
1408
Hayek Kallen Investment Management
Alabama
$5.71M +$52.6K +192 +0.9%
AAS
1409
Ameritas Advisory Services
Nebraska
$5.71M +$170K +621 +3%
ECM
1410
Evergreen Capital Management
Washington
$5.7M +$160K +582 +3%
SC
1411
Sawyer & Company
Massachusetts
$5.7M -$23.8K -87 -0.4%
SWA
1412
SFMG Wealth Advisors
Texas
$5.68M +$33.4K +122 +0.6%
SFA
1413
Souders Financial Advisors
Ohio
$5.67M +$74.6K +272 +1%
SWM
1414
SFG Wealth Management
Maryland
$5.66M
QI
1415
Qtron Investments
Massachusetts
$5.66M
IAIM
1416
International Assets Investment Management
Florida
$5.66M -$366K -1,336 -6%
BFA
1417
Benedict Financial Advisors
Georgia
$5.65M +$63K +230 +1%
TSW
1418
Thompson Siegel & Walmsley
Virginia
$5.64M +$583K +2,128 +11%
WA
1419
Wambolt & Associates
Colorado
$5.64M +$360K +1,315 +7%
UF
1420
Univest Financial
Pennsylvania
$5.63M -$127K -464 -2%
FMTC
1421
Farmers & Merchants Trust Company
California
$5.63M +$287K +1,046 +5%
MSAM
1422
Moloney Securities Asset Management
Missouri
$5.63M -$109K -399 -2%
GM
1423
GeoWealth Management
Illinois
$5.62M +$1.06M +3,853 +22%
CW
1424
CreativeOne Wealth
Kansas
$5.62M -$950K -3,466 -14%
EWM
1425
Empirical Wealth Management
Washington
$5.61M -$5.48K -20 -0.1%

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.