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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
FC
2101
Fairscale Capital
New Hampshire
$2.03M +$2.07M +7,542 New
AWC
2102
Abundance Wealth Counselors
Pennsylvania
$2.03M -$126K -459 -6%
LWA
2103
Lineweaver Wealth Advisors
Ohio
$2.02M +$146K +532 +7%
CMTU
2104
Capital Markets Trading (UK)
United Kingdom
$2.02M +$750K +2,736 +55%
CCMW
2105
Cypress Capital Management (Wyoming)
Wyoming
$2.02M -$141K -513 -6%
FFA
2106
Fortune Financial Advisors
Kansas
$2.01M +$1.37K +5 +0.1%
SDWIA
2107
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.01M +$2.19K +8 +0.1%
AHIA
2108
Andrew Hill Investment Advisors
Florida
$2M -$1.06M -3,877 -34%
WAAG
2109
Wealth Alliance Advisory Group
Kansas
$2M +$85K +310 +4%
BFA
2110
Beacon Financial Advisory
Ohio
$2M +$3.02K +11 +0.1%
BIP
2111
Blueprint Investment Partners
North Carolina
$2M +$176K +641 +9%
CE
2112
Cornerstone Enterprises
Wisconsin
$1.99M +$38.9K +142 +2%
CAM
2113
Costello Asset Management
Pennsylvania
$1.99M +$1.86M +6,770 +816%
TW
2114
Transform Wealth
Colorado
$1.99M +$51.5K +188 +3%
BWP
2115
Balboa Wealth Partners
Arizona
$1.99M -$934K -3,408 -31%
FPFS
2116
First Personal Financial Services
North Carolina
$1.99M -$20K -73 -1%
DFG
2117
Delta Financial Group
New Jersey
$1.99M +$42.8K +156 +2%
VCMGDR
2118
Vinland Capital Management Gestora de Recursos
Brazil
$1.99M +$2.07M +7,570 New
GPFA
2119
Game Plan Financial Advisors
Ohio
$1.99M +$182K +665 +10%
FIM
2120
Freedom Investment Management
Connecticut
$1.98M +$214K +779 +11%
HA
2121
HHLR Advisors
Cayman Islands
$1.98M +$2.07M +7,553 New
BCA
2122
Bay Colony Advisors
Massachusetts
$1.98M -$70.2K -256 -3%
ZIG
2123
Zuckerman Investment Group
Illinois
$1.98M +$15.3K +56 +0.7%
CCG
2124
Chatham Capital Group
Georgia
$1.98M +$19.7K +72 +1%
EI
2125
Ellevest Inc
New York
$1.98M +$23.3K +85 +1%

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.