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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
PBC
2151
Pavion Blue Capital
California
$1.9M
WP
2152
Westmount Partners
California
$1.9M +$388K +1,414 +24%
PFWA
2153
Paces Ferry Wealth Advisors
Georgia
$1.9M -$29.3K -107 -1%
RCIM
2154
Red Cedar Investment Management
Michigan
$1.89M -$688K -2,510 -26%
LI
2155
Lafayette Investments
Maryland
$1.89M +$79.2K +289 +4%
SFWC
2156
Strategic Family Wealth Counselors
New Jersey
$1.89M
SSW
2157
Stone Summit Wealth
Florida
$1.89M +$18.1K +66 +0.9%
CCFM
2158
Clear Creek Financial Management
Washington
$1.89M +$74K +270 +4%
KFGK
2159
Keystone Financial Group (Kentucky)
Kentucky
$1.89M -$70.2K -256 -3%
PW
2160
Peninsula Wealth
California
$1.88M -$40.8K -149 -2%
CCB
2161
Cutter & Co Brokerage
Missouri
$1.88M +$328K +1,196 +20%
PCM
2162
Princeton Capital Management
New Jersey
$1.88M -$65K -237 -3%
HHAA
2163
Henry H. Armstrong Associates
Pennsylvania
$1.88M +$4.38K +16 +0.2%
ZIG
2164
Zullo Investment Group
Pennsylvania
$1.88M +$15.3K +56 +0.8%
GCM
2165
Gladius Capital Management
Illinois
$1.88M +$351K +1,282 +22%
CASB
2166
Cape Ann Savings Bank
Massachusetts
$1.87M -$22.2K -81 -1%
SPWM
2167
Schrum Private Wealth Management
Florida
$1.87M -$82.2K -300 -4%
MA
2168
MONECO Advisors
Connecticut
$1.87M -$45K -164 -2%
PP
2169
Paloma Partners
Connecticut
$1.86M -$602K -2,195 -24%
HEIP
2170
Hudson Edge Investment Partners
New Jersey
$1.86M
DI
2171
DAGCO Inc
Ohio
$1.86M -$5.48K -20 -0.3%
TC
2172
Trium Capital
United Kingdom
$1.86M -$1.18M -4,300 -38%
HIC
2173
Holderness Investments Company
North Carolina
$1.86M -$548 -2 -0%
AT
2174
Arden Trust
Delaware
$1.85M -$33.2K -121 -2%
FRM
2175
Fox Run Management
Connecticut
$1.85M +$324K +1,183 +20%

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.