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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
SAM
1651
Smartleaf Asset Management
Massachusetts
$4.03M +$670K +2,445 +19%
CRWM
1652
Castle Rock Wealth Management
California
$4.02M +$75.4K +275 +2%
EHC
1653
Everett Harris & Co
California
$4.01M +$150K +546 +4%
ESB
1654
Essex Savings Bank
Connecticut
$4.01M -$118K -432 -3%
HT
1655
Headlands Technologies
Illinois
$4M +$833K +3,039 +25%
AC
1656
Avestar Capital
New York
$4M +$676K +2,466 +19%
LBWM
1657
Left Brain Wealth Management
Illinois
$3.99M +$64.7K +236 +2%
SSWM
1658
Strait & Sound Wealth Management
California
$3.98M -$12.1K -44 -0.3%
OAM
1659
Occidental Asset Management
California
$3.98M +$476K +1,735 +13%
RA
1660
RFG Advisory
Alabama
$3.97M +$1.02M +3,737 +33%
HFM
1661
Hartford Financial Management
Connecticut
$3.97M -$61.1K -223 -1%
CSC
1662
Caldwell Sutter Capital
California
$3.95M -$363K -1,324 -8%
FSC
1663
Full Sail Capital
Oklahoma
$3.95M +$51.3K +187 +1%
AFP
1664
Ausdal Financial Partners
Iowa
$3.94M +$44.4K +162 +1%
VFM
1665
Viking Fund Management
North Dakota
$3.94M
JCM
1666
Jag Capital Management
Missouri
$3.93M +$25.8K +94 +0.6%
CCIA
1667
Cherry Creek Investment Advisors
Colorado
$3.93M +$31K +113 +0.8%
WEG
1668
World Equity Group
Illinois
$3.92M -$13.4K -49 -0.3%
WPC
1669
White Pine Capital
Minnesota
$3.92M +$4.11K +15 +0.1%
AWM
1670
Ameliora Wealth Management
Switzerland
$3.92M -$45.8K -167 -1%
ISWM
1671
Independent Solutions Wealth Management
New York
$3.92M -$52.4K -191 -1%
KC
1672
Kingfisher Capital
North Carolina
$3.91M +$27.1K +99 +0.7%
ILI
1673
Invesco LLC (Illinois)
Illinois
$3.9M +$17.3K +63 +0.4%
ETC
1674
Exchange Traded Concepts
Oklahoma
$3.9M +$47.7K +174 +1%
BJL
1675
Brighton Jones LLC
Washington
$3.9M +$276K +1,007 +7%

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.