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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
55.29%
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
PP
1426
Pacifica Partners
Canada
$5.6M +$29.6K +108 +0.5%
KCPG
1427
Kavar Capital Partners Group
Kansas
$5.59M +$295K +1,078 +5%
MMM
1428
Mendel Money Management
Illinois
$5.57M -$86.1K -314 -1%
MCP
1429
Mirador Capital Partners
California
$5.56M +$100K +366 +2%
SW
1430
StrongBox Wealth
Missouri
$5.53M +$518K +1,891 +10%
CANC
1431
Culbertson A N & Co
Virginia
$5.52M -$6.85K -25 -0.1%
CAM
1432
Clio Asset Management
Virginia
$5.51M -$14.5K -53 -0.3%
WA1
1433
Wimmer Associates 1
California
$5.49M -$1.37K -5 -0%
ITFISA
1434
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.48M -$926K -3,379 -14%
AWAU
1435
Alliance Wealth Advisors (Utah)
Utah
$5.48M +$165K +601 +3%
GIA
1436
Gladstone Institutional Advisory
Florida
$5.47M +$490K +1,787 +9%
SIA
1437
SkyView Investment Advisors
New Jersey
$5.47M +$536K +1,954 +10%
SIAP
1438
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.46M -$6.58K -24 -0.1%
CWA
1439
Clarity Wealth Advisors
California
$5.46M -$230K -838 -4%
OHWP
1440
Oak Harbor Wealth Partners
North Carolina
$5.46M +$3.84K +14 +0.1%
FFAM
1441
Forge First Asset Management
Canada
$5.46M +$5.32M +19,400 +1,388%
FMN
1442
Financial Management Network
California
$5.45M +$50.2K +183 +0.9%
BDL
1443
Bey-Douglas LLC
Georgia
$5.45M +$64.7K +236 +1%
HI
1444
Harbour Investments
Wisconsin
$5.45M -$10.4K -38 -0.2%
VWM
1445
Venturi Wealth Management
Texas
$5.44M +$883K +3,222 +18%
JAG
1446
Journey Advisory Group
Kentucky
$5.43M +$51K +186 +0.9%
SVWAG
1447
Sound View Wealth Advisors Group
Georgia
$5.42M +$189K +690 +3%
HVP
1448
Hudson Value Partners
Florida
$5.42M -$24.1K -88 -0.4%
FWM
1449
Fairhaven Wealth Management
Illinois
$5.4M +$67.4K +246 +1%
CWS
1450
Confluence Wealth Services
Pennsylvania
$5.38M +$206K +750 +4%

V Hedge Fund Activity: Q2 2024 in Review

3,831 of the 6,929 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.