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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
55.3%
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
MSFS
2076
Main Street Financial Solutions
Pennsylvania
$2.11M +$156K +569 +8%
EWM
2077
EPG Wealth Management
Georgia
$2.11M -$1.89M -6,897 Closed
LT
2078
Lindsell Train
United Kingdom
$2.11M
9WM
2079
9258 Wealth Management
Ohio
$2.09M +$60.3K +220 +3%
GSWM
2080
Greenup Street Wealth Management
Michigan
$2.09M -$391K -1,425 -15%
FPCP
2081
Fort Point Capital Partners
California
$2.09M -$59.5K -217 -3%
CFCI
2082
Comprehensive Financial Consultants Institutional
Indiana
$2.08M +$98.9K +361 +5%
AMCA
2083
Arthur M. Cohen & Associates
Illinois
$2.08M +$125K +455 +6%
GLA
2084
Good Life Advisors
Pennsylvania
$2.08M -$22.5K -82 -1%
DIM
2085
Delta Investment Management
California
$2.08M +$178K +648 +9%
NAMP
2086
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.07M +$6.85K +25 +0.3%
RMC
2087
Resources Management Corp
Connecticut
$2.07M -$30.7K -112 -1%
IA
2088
Icon Advisers
Colorado
$2.07M
FWA
2089
FOCUS Wealth Advisors
Texas
$2.06M +$116K +423 +6%
CCM
2090
Cinctive Capital Management
New York
$2.06M +$566K +2,064 +36%
PPWM
2091
Paragon Private Wealth Management
Kentucky
$2.06M +$274 +1 +0%
IUHSA
2092
Itau Unibanco Holding S.A.
Brazil
$2.05M +$2.14M +7,821 New
TP
2093
Tranquility Partners
Tennessee
$2.05M
RIA
2094
Realta Investment Advisors
Delaware
$2.05M -$356K -1,300 -14%
RCM
2095
Regency Capital Management
Hawaii
$2.04M +$232K +846 +12%
CAMV
2096
Concord Asset Management (Virginia)
Virginia
$2.04M +$261K +951 +14%
BA
2097
Ballast Advisors
Minnesota
$2.04M +$20.8K +76 +1%
OWA
2098
One Wealth Advisors
California
$2.04M +$110K +401 +5%
JWCA
2099
J.W. Coons Advisors
Ohio
$2.03M -$561K -2,045 -21%
JIC
2100
Joel Isaacson & Co
New York
$2.03M +$109K +396 +5%

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.