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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
PGIM
1801
Pacific Global Investment Management
California
$3.23M +$5.48K +20 +0.2%
CGA
1802
Channing Global Advisors
Florida
$3.23M -$822 -3 -0%
EFM
1803
E Fund Management
China
$3.23M -$431K -1,572 -11%
AAP
1804
Arax Advisory Partners
Colorado
$3.22M +$448K +1,636 +15%
DL
1805
DOHJ LLC
Washington
$3.22M +$120K +436 +4%
APP
1806
Avantax Planning Partners
Iowa
$3.22M -$293K -1,068 -8%
SCI
1807
Stableford Capital II
Arizona
$3.22M +$136K +496 +4%
SB
1808
Simmons Bank
Arkansas
$3.21M -$59.5K -217 -2%
IFPG
1809
Intrepid Financial Planning Group
Indiana
$3.2M -$43K -157 -1%
Capstone Investment Advisors
1810
Capstone Investment Advisors
New York
$3.19M -$185K -675 -5%
AIA
1811
Armor Investment Advisors
North Carolina
$3.19M +$126K +460 +4%
MAM
1812
Mystic Asset Management
Rhode Island
$3.18M +$12.1K +44 +0.4%
FI
1813
Fosun International
China
$3.16M -$102K -373 -3%
HFRG
1814
Houlihan Financial Resource Group
Virginia
$3.15M -$12.3K -45 -0.4%
GCM
1815
Gables Capital Management
Florida
$3.14M -$5.48K -20 -0.2%
IAS
1816
IMA Advisory Services
Colorado
$3.13M -$37.5K -137 -1%
TSWM
1817
Triangle Securities Wealth Management
North Carolina
$3.13M -$92.4K -337 -3%
TFA
1818
Teamwork Financial Advisors
Texas
$3.13M -$9.39M -34,265 -74%
CWAG
1819
Compton Wealth Advisory Group
Virginia
$3.12M +$204K +745 +7%
AC
1820
Arjuna Capital
North Carolina
$3.11M +$26.3K +96 +0.8%
CWM
1821
Cornerstone Wealth Management
Missouri
$3.11M +$183K +667 +6%
AWM
1822
Angeles Wealth Management
California
$3.09M +$217K +792 +7%
KMWM
1823
Keudell/Morrison Wealth Management
Oregon
$3.09M -$12.9K -47 -0.4%
LAIC
1824
Lederer & Associates Investment Counsel
California
$3.09M -$167K -611 -5%
CVA
1825
Central Valley Advisors
California
$3.08M +$32.1K +117 +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.