We are live on ! Find out more

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
SAM
1476
SP Asset Management
California
$5.16M -$207K -757 -4%
CSA
1477
Cottage Street Advisors
Massachusetts
$5.16M -$40.6K -148 -0.7%
IRAG
1478
Investment Research & Advisory Group
Georgia
$5.14M +$36.7K +134 +0.7%
GI
1479
GLOBALT Investments
Georgia
$5.13M -$111K -404 -2%
HAIM
1480
Hunter Associates Investment Management
Pennsylvania
$5.12M -$11K -40 -0.2%
AMBIA
1481
Allen Mooney & Barnes Investment Advisors
Georgia
$5.12M +$9.32K +34 +0.2%
CCM
1482
Canal Capital Management
Virginia
$5.11M +$3.84K +14 +0.1%
DTL
1483
Dynamic Technology Lab
Singapore
$5.11M +$4.11K +15 +0.1%
CCT
1484
Chemung Canal Trust
New York
$5.1M +$3.56K +13 +0.1%
RCA
1485
Resonant Capital Advisors
Wisconsin
$5.08M +$158K +575 +3%
CW
1486
CIC Wealth
Maryland
$5.08M -$81.1K -296 -2%
DWM
1487
Dorchester Wealth Management
Quebec, Canada
$5.07M -$650K -2,373 -11%
LSAG
1488
Lake Street Advisors Group
New Hampshire
$5.06M -$76.5K -279 -1%
CA
1489
Crewe Advisors
Utah
$5.06M +$114K +416 +2%
BST
1490
Bath Savings Trust
Maine
$5.05M +$19.2K +70 +0.4%
SW
1491
SteelPeak Wealth
California
$5.04M +$1.23M +4,477 +30%
WPW
1492
Waldron Private Wealth
Pennsylvania
$5.04M -$129K -470 -2%
WBC
1493
West Branch Capital
Massachusetts
$5.02M +$64.1K +234 +1%
LA
1494
LVW Advisors
New York
$5.02M +$35.1K +128 +0.7%
ISB
1495
Iowa State Bank
Iowa
$5.01M +$161K +586 +3%
TCOK
1496
Trust Company of Kansas
Kansas
$5M +$8.5K +31 +0.2%
HAM
1497
Harmony Asset Management
Arizona
$5M -$249K -907 -5%
BA
1498
Bridgewater Advisors
New York
$5M +$5.4M +19,692 New
STA
1499
Summit Trail Advisors
New York
$5M +$32.3K +118 +0.6%
BKA
1500
Brick & Kyle Associates
Pennsylvania
$5M +$256K +935 +5%

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.