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
55.3%
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
MFP
2051
Meridian Financial Partners
Virginia
$2.2M +$10.4K +38 +0.5%
MW
2052
Maia Wealth
Colorado
$2.19M +$2.24M +8,166 New
RBC
2053
Romano Brothers & Co
Illinois
$2.19M +$71K +259 +3%
SFM
2054
Systematic Financial Management
New Jersey
$2.18M
SWM
2055
Sculati Wealth Management
Michigan
$2.18M -$22.2K -81 -1%
AWE
2056
Avidian Wealth Enterprises
Texas
$2.17M +$175K +640 +8%
WB
2057
WesBanco Bank
West Virginia
$2.17M +$49.1K +179 +2%
SP
2058
Stonebrook Private
Michigan
$2.16M -$123K -449 -5%
BHPW
2059
Beverly Hills Private Wealth
California
$2.16M +$734K +2,677 +48%
SIA
2060
Schear Investment Advisers
Ohio
$2.16M +$168K +612 +8%
VCP
2061
Verus Capital Partners
Arizona
$2.16M -$29.6K -108 -1%
BLC
2062
Brown, Lisle/Cummings
Rhode Island
$2.16M +$34.3K +125 +2%
CFP
2063
Catalyst Financial Partners
Massachusetts
$2.15M +$61.7K +225 +3%
Lord, Abbett & Co
2064
Lord, Abbett & Co
New Jersey
$2.15M -$58.5M -213,325 -96%
ITIM
2065
Indiana Trust & Investment Management
Indiana
$2.15M +$34K +124 +2%
APGDR
2066
Absoluto Partners Gestao de Recursos
Brazil
$2.15M +$199K +726 +10%
SQA
2067
Simon Quick Advisors
New Jersey
$2.15M -$156K -568 -6%
HCCM
2068
Hudson Canyon Capital Management
New York
$2.14M -$308K -1,122 -12%
SA
2069
SRN Advisors
Pennsylvania
$2.14M -$814K -2,970 -27%
BC
2070
Bridgefront Capital
Texas
$2.12M +$1.18M +4,310 +114%
SIM
2071
Sterling Investment Management
Arizona
$2.12M +$771K +2,812 +54%
NB
2072
Northwest Bancshares
Pennsylvania
$2.12M -$315K -1,150 -12%
KSWA
2073
Kathleen S. Wright Associates
Pennsylvania
$2.12M
LWL
2074
Leo Wealth LLC
Texas
$2.12M +$170K +621 +8%
EL
2075
EMFO LLC
Florida
$2.11M

V Hedge Fund Activity: Q2 2024 in Review

3,831 of the 6,928 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.