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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
EFSCE
2301
Enterprise Financial Services Corp (EFSC)
Missouri
$1.52M -$58.4K -213 -4%
QPWM
2302
Quadrant Private Wealth Management
Pennsylvania
$1.51M +$16.2K +59 +1%
JSW
2303
Journey Strategic Wealth
New Jersey
$1.51M +$415K +1,513 +36%
HCM
2304
Hodges Capital Management
Texas
$1.5M +$31.5K +115 +2%
MW
2305
MBL Wealth
North Carolina
$1.5M -$59.2K -216 -4%
FM
2306
Foster & Motley
Ohio
$1.49M +$470K +1,716 +43%
ECA
2307
Elevated Capital Advisors
Utah
$1.49M +$109K +397 +8%
PIA
2308
Pinion Investment Advisors
Kansas
$1.49M +$35.1K +128 +2%
OWA
2309
Octavia Wealth Advisors
Ohio
$1.49M -$39.2K -143 -2%
IWA
2310
IVC Wealth Advisors
Pennsylvania
$1.49M -$13.7K -50 -0.9%
CIA
2311
Cape Investment Advisory
Georgia
$1.49M +$10.7K +39 +0.7%
NPA
2312
Nichols & Pratt Advisers
Massachusetts
$1.48M +$2.19K +8 +0.1%
GIA
2313
Guyasuta Investment Advisors
Pennsylvania
$1.48M
NCFG
2314
New Century Financial Group
New Jersey
$1.48M +$289K +1,054 +23%
SAM
2315
Summit Asset Management
Tennessee
$1.47M
MCA
2316
Millennium Capital Advisors
Arkansas
$1.47M +$13.7K +50 +0.9%
FA
2317
Fiducient Advisors
Illinois
$1.46M -$57.6K -210 -4%
BFO
2318
Biltmore Family Office
North Carolina
$1.46M +$20.6K +75 +1%
HP
2319
Hilltop Partners
Indiana
$1.46M +$258K +940 +20%
FGI
2320
Foresight Global Investors
New York
$1.46M
CP
2321
Canopy Partners
Ohio
$1.46M +$2.47K +9 +0.2%
CCA
2322
Childress Capital Advisors
Texas
$1.45M +$3.02K +11 +0.2%
LCM
2323
Lazari Capital Management
California
$1.45M +$362K +1,319 +31%
FPWM
2324
FSB Premier Wealth Management
Iowa
$1.45M +$407K +1,484 +37%
EFG
2325
Ethos Financial Group
Pennsylvania
$1.45M +$133K +486 +10%

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.