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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
CP
2251
Castleview Partners
Texas
$1.63M +$47.1K +172 +3%
MFG
2252
Menard Financial Group
Texas
$1.62M +$16.4K +60 +1%
OFS
2253
OneAscent Financial Services
Alabama
$1.62M -$75.4K -275 -4%
MIM
2254
Moseley Investment Management
Florida
$1.62M +$18.6K +68 +1%
MCM
2255
Monument Capital Management
Virginia
$1.61M -$15.1K -55 -0.9%
GAG
2256
Goodman Advisory Group
Massachusetts
$1.61M -$54.5K -199 -3%
GAB
2257
German American Bancorp
Indiana
$1.61M +$61.1K +223 +4%
SFP
2258
Sandbox Financial Partners
Maryland
$1.61M +$31.5K +115 +2%
XF
2259
XML Financial
Maryland
$1.61M -$204K -743 -11%
FCAS
2260
First Command Advisory Services
Texas
$1.61M -$161K -587 -9%
PSP
2261
Principal Street Partners
Tennessee
$1.6M +$16.4K +60 +1%
FC
2262
Fulcrum Capital
Washington
$1.6M
HWMA
2263
Heritage Wealth Management (Arizona)
Arizona
$1.6M -$157K -574 -9%
HFO
2264
Heritage Family Offices
Arizona
$1.6M +$1.67M +6,094 New
PCG
2265
PFC Capital Group
California
$1.6M -$54.8K -200 -3%
LCWP
2266
Legacy Capital Wealth Partners
Arkansas
$1.6M +$1.67M +6,083 New
KFS
2267
Kurt F. Somerville
$1.6M -$13.7K -50 -0.8%
LAM
2268
L2 Asset Management
Massachusetts
$1.59M +$134K +489 +9%
WHC
2269
Wulff, Hansen & Co
California
$1.59M +$49.3K +180 +3%
MCCA
2270
Mill Creek Capital Advisors
Pennsylvania
$1.58M +$103K +376 +7%
GFPC
2271
Global Financial Private Client
Florida
$1.58M -$17K -62 -1%
WIC
2272
Woodmont Investment Counsel
Tennessee
$1.57M +$114K +416 +7%
EB
2273
Emprise Bank
Kansas
$1.56M -$7.67K -28 -0.5%
OP
2274
ORG Partners
Indiana
$1.56M +$1.44M +5,247 +776%
IIC
2275
Ironwood Investment Counsel
Arizona
$1.56M +$548 +2 +0%

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.