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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
AIA
2326
Alera Investment Advisors
Illinois
$1.45M +$161K +586 +12%
EWA
2327
Etesian Wealth Advisors
Oregon
$1.45M -$15.9K -58 -1%
ZF
2328
Zhang Financial
Michigan
$1.45M +$14.5K +53 +1%
SJIM
2329
St. Johns Investment Management
Florida
$1.44M +$34.8K +127 +2%
FI
2330
Financial Insights
Washington
$1.44M -$87.2K -318 -5%
WPW
2331
Watershed Private Wealth
Illinois
$1.44M +$234K +852 +18%
WFG
2332
Wills Financial Group
Virginia
$1.43M +$811K +2,959 +119%
PIM
2333
Profit Investment Management
Maryland
$1.43M
KIG
2334
Kowal Investment Group
Wisconsin
$1.43M +$29.9K +109 +2%
WKSWA
2335
White Knight Strategic Wealth Advisors
New Jersey
$1.42M -$17.8K -65 -1%
AC
2336
ASB Consultores
Florida
$1.42M -$863K -3,149 -37%
BWP
2337
BSW Wealth Partners
Colorado
$1.42M +$17.8K +65 +1%
MFG
2338
Monte Financial Group
Connecticut
$1.42M -$6.03K -22 -0.4%
GIM
2339
Guardian Investment Management
California
$1.42M -$1.36M -4,978 -13%
LCM
2340
Leisure Capital Management
California
$1.42M -$5.76K -21 -0.4%
XWM
2341
Xcel Wealth Management
Florida
$1.42M -$91.8K -335 -6%
CWM
2342
Circle Wealth Management
New Jersey
$1.42M -$691K -2,520 -32%
LI
2343
LRI Investments
Florida
$1.41M +$925K +3,375 +168%
MCWA
2344
Meadow Creek Wealth Advisors
Georgia
$1.41M +$45.2K +165 +3%
PPWM
2345
Perissos Private Wealth Management
Oklahoma
$1.41M +$84.4K +308 +6%
TC
2346
Trust Company
Kansas
$1.41M -$235K -859 -14%
FNWM
2347
Financial Network Wealth Management
Utah
$1.41M +$1.47M +5,381 New
IP
2348
Investment Partners
Ohio
$1.41M +$274 +1 +0%
BFM
2349
Boothbay Fund Management
New York
$1.41M +$388K +1,417 +36%
PWAM
2350
Pinnacle West Asset Management
Wyoming
$1.41M +$5.48K +20 +0.4%

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.