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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
DAM
2376
Delta Asset Management
Tennessee
$1.37M -$4.11K -15 -0.3%
WAG
2377
Wallace Advisory Group
California
$1.36M +$186K +677 +15%
RC
2378
RBO & Co
California
$1.36M
LP
2379
LGL Partners
Pennsylvania
$1.36M +$220K +802 +18%
HG
2380
Herbst Group
Connecticut
$1.36M -$5.48K -20 -0.4%
GPI
2381
General Partner Inc
Pennsylvania
$1.36M +$6.85K +25 +0.5%
LGA
2382
Lebenthal Global Advisors
New York
$1.36M +$14.3K +52 +1%
LOIP
2383
Live Oak Investment Partners
Texas
$1.36M
BFIC
2384
Bedell Frazier Investment Counselling
California
$1.36M +$3.56K +13 +0.3%
FFA
2385
Florida Financial Advisors
Florida
$1.36M +$206K +750 +17%
BC
2386
Bowman & Company
Wisconsin
$1.35M +$126K +461 +10%
AL
2387
Aspiriant LLC
California
$1.35M -$372K -1,356 -21%
D
2388
Diversified
Delaware
$1.35M +$386K +1,410 +38%
HFA
2389
High Falls Advisors
New York
$1.35M -$26K -95 -2%
MCM
2390
Mainstay Capital Management
Michigan
$1.35M +$107K +392 +8%
BFA
2391
Brown Financial Advisors
Ohio
$1.34M +$1.4M +5,123 New
AIC
2392
Archer Investment Corporation
Indiana
$1.34M -$2.47K -9 -0.2%
CP
2393
Covenant Partners
Tennessee
$1.34M
AWM
2394
Aviso Wealth Management
Washington
$1.34M +$25.8K +94 +2%
LSIA
2395
LaSalle St. Investment Advisors
Illinois
$1.34M +$291K +1,062 +26%
BEAM
2396
Baker Ellis Asset Management
Washington
$1.34M
GA
2397
GFS Advisors
Texas
$1.34M +$26M +94,816 +1,829%
CIM
2398
Caldwell Investment Management
Ontario, Canada
$1.34M
KIG
2399
Kennedy Investment Group
New Jersey
$1.34M +$7.67K +28 +0.6%
KA
2400
Kovack Advisors
Florida
$1.34M +$43.3K +158 +3%

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.