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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
1IA
2226
1834 Investment Advisors
Wisconsin
$1.7M +$172K +629 +11%
VBCG
2227
Valley Brook Capital Group
Pennsylvania
$1.7M +$76.7K +280 +5%
DCM
2228
Davis Capital Management
Florida
$1.7M +$26.6K +97 +2%
IFS
2229
Intelligent Financial Strategies
Minnesota
$1.69M -$110K -400 -6%
CA
2230
Claro Advisors
Massachusetts
$1.69M +$155K +564 +10%
HIM
2231
Harbour Investment Management
Washington
$1.69M +$198K +724 +13%
HGERS
2232
Householder Group Estate & Retirement Specialist
Arizona
$1.68M +$275K +1,003 +19%
UBV
2233
United Bank (Virginia)
Virginia
$1.68M +$67.7K +247 +4%
SHFA
2234
SC&H Financial Advisors
Maryland
$1.68M -$20.3K -74 -1%
EWM
2235
Elevatus Welath Management
New York
$1.68M -$2.45M -8,933 -58%
PL
2236
Perpetual Ltd
Australia
$1.66M -$548 -2 -0%
WIM
2237
WealthPlan Investment Management
Nebraska
$1.66M +$79.8K +291 +5%
JF
2238
JSF Financial
California
$1.66M +$120K +438 +7%
EFMC
2239
Empire Financial Management Company
New York
$1.66M -$27.4K -100 -2%
RCM
2240
Riverpark Capital Management
New York
$1.66M
MWM
2241
Modern Wealth Management
Kansas
$1.65M +$130K +474 +8%
PWA
2242
Prairie Wealth Advisors
Nebraska
$1.65M -$105K -382 -6%
OFS
2243
Orrstown Financial Services
Pennsylvania
$1.65M +$6.85K +25 +0.4%
SPA
2244
Sherbrooke Park Advisers
New York
$1.65M +$355K +1,294 +26%
BWM
2245
BNC Wealth Management
Oregon
$1.64M -$2.22M -8,102 -56%
WRPWM
2246
Werba Rubin Papier Wealth Management
California
$1.64M +$368K +1,343 +27%
AF
2247
Advisornet Financial
Minnesota
$1.64M +$37.5K +137 +2%
AA
2248
Argent Advisors
Louisiana
$1.63M -$267K -975 -14%
FFB
2249
First Financial Bankshares
Texas
$1.63M +$311K +1,134 +22%
RCA
2250
Roberts Capital Advisors
Colorado
$1.63M

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.