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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
BTWM
1851
Baker Tilly Wealth Management
Wisconsin
$2.94M -$4.01M -14,615 -57%
EBT
1852
Enterprise Bank & Trust
Massachusetts
$2.94M -$68K -248 -2%
SFS
1853
Symphony Financial Services
Ohio
$2.94M +$3.02M +11,026 New
JGCM
1854
Joseph Group Capital Management
Ohio
$2.94M +$330K +1,203 +12%
GAG
1855
GM Advisory Group
New York
$2.94M -$28.2K -103 -0.9%
WI
1856
WrapManager Inc
California
$2.93M -$24.1K -88 -0.8%
SCP
1857
Shorepoint Capital Partners
Massachusetts
$2.93M +$123K +449 +4%
CFMC
1858
Curbstone Financial Management Corp
New Hampshire
$2.93M +$13.7K +50 +0.4%
NL
1859
Navalign LLC
California
$2.93M +$53.7K +196 +2%
MCA
1860
Martin Capital Advisors
Texas
$2.93M -$19.5K -71 -0.6%
CFM
1861
Capricorn Fund Managers
United Kingdom
$2.92M
LI
1862
Louisbourg Investments
New Brunswick, Canada
$2.92M -$82.2K -300 -2%
BHB
1863
Bank Hapoalim BM
Israel
$2.92M -$186K -680 -6%
A
1864
AlphaQuest
New York
$2.91M +$701K +2,556 +30%
ICM
1865
IMS Capital Management
Oregon
$2.91M +$48.2K +176 +2%
WAS
1866
WESPAC Advisors SoCal
California
$2.91M +$18.4K +67 +0.6%
CPW
1867
Cove Private Wealth
New York
$2.9M
FWP
1868
FAS Wealth Partners
Kansas
$2.9M +$99.8K +364 +3%
UWS
1869
Unique Wealth Strategies
Illinois
$2.89M
GWM
1870
Gibbs Wealth Management
Georgia
$2.89M +$997K +3,639 +49%
NICM
1871
Neo Ivy Capital Management
New York
$2.89M +$3.02M +11,008 New
GA
1872
Geller Advisors
New York
$2.89M -$2.74K -10 -0.1%
CH
1873
Canton Hathaway
Rhode Island
$2.88M
BFS
1874
Bard Financial Services
Connecticut
$2.88M
SPFA
1875
Summit Place Financial Advisors
New Jersey
$2.87M +$41.1K +150 +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.