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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
SIA
1451
Sage Investment Advisers
New York
$5.38M -$437K -1,595 -7%
FHB
1452
First Hawaiian Bank
Hawaii
$5.37M -$2M -7,315 -26%
HDIM
1453
Hanson & Doremus Investment Management
Vermont
$5.37M +$177K +646 +3%
CAM
1454
Carret Asset Management
New York
$5.37M +$6.85K +25 +0.1%
AWM
1455
Avitas Wealth Management
California
$5.35M -$106K -385 -2%
AG
1456
AlTi Global
New York
$5.35M +$63.6K +232 +1%
CT
1457
Chicago Trust
Illinois
$5.33M +$565K +2,060 +11%
CF
1458
Clarity Financial
Texas
$5.32M -$5.2M -18,977 -48%
PWS
1459
Peterson Wealth Services
Utah
$5.31M +$75.9K +277 +1%
GPTE
1460
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.28M
AF
1461
Arrow Financial
New York
$5.27M -$473K -1,725 -8%
WAS
1462
Winch Advisory Services
Wisconsin
$5.26M +$65.8K +240 +1%
AT
1463
American Trust
Kentucky
$5.26M -$307K -1,121 -5%
CAC
1464
Core Alternative Capital
Georgia
$5.26M +$102K +372 +2%
FGA
1465
Fortis Group Advisors
New Jersey
$5.26M -$3.1M -11,294 -36%
GCM
1466
Glynn Capital Management
California
$5.25M
OWP
1467
Obermeyer Wealth Partners
Colorado
$5.25M +$68.5K +250 +1%
GWM
1468
Geneos Wealth Management
Colorado
$5.25M +$128K +466 +2%
LWM
1469
Liberty Wealth Management
California
$5.23M +$1.74M +6,342 +33%
ECM
1470
EagleClaw Capital Management
Massachusetts
$5.22M +$31.5K +115 +0.6%
SCM
1471
Spring Capital Management
Texas
$5.22M +$477K +1,741 +9%
HI
1472
Horizon Investments
North Carolina
$5.2M -$4.82M -17,600 -47%
WDA
1473
Wendell David Associates
New Hampshire
$5.2M -$29.9K -109 -0.5%
STAS
1474
Strong Tower Advisory Services
Minnesota
$5.19M +$724K +2,641 +15%
HWA
1475
Heritage Wealth Advisors
Virginia
$5.18M -$69.9K -255 -1%

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.