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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
NDSI
2401
Newman Dignan & Sheerar Inc
Rhode Island
$1.33M +$274 +1 +0%
WWP
2402
WR Wealth Planners
Missouri
$1.33M -$12.6K -46 -0.9%
OL
2403
Optas LLC
Texas
$1.33M -$12.9K -47 -0.9%
FA
2404
Faithward Advisors
Pennsylvania
$1.33M +$55.4K +202 +4%
MCIA
2405
Mountain Capital Investment Advisors
Colorado
$1.33M +$45.8K +167 +3%
AGP
2406
Autumn Glory Partners
Texas
$1.32M -$4.8M -17,515 -78%
RL
2407
Rogco LP
Oklahoma
$1.32M +$70.4K +257 +5%
GWP
2408
Gen-Wealth Partners
Michigan
$1.32M +$68.2K +249 +5%
EFL
2409
ERn Financial LLC
Wisconsin
$1.32M -$20.6K -75 -1%
VWA
2410
Visionary Wealth Advisors
Illinois
$1.32M +$82.2K +300 +6%
GSB
2411
Greenfield Savings Bank
Massachusetts
$1.32M +$47.7K +174 +4%
IA
2412
IFG Advisory
Georgia
$1.32M +$1.38M +5,018 New
CFIA
2413
Cantor Fitzgerald Investment Advisors
New York
$1.31M
PC
2414
Periscope Capital
Ontario, Canada
$1.31M +$1.37M +5,000 New
MUAMU
2415
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.31M +$1.37M +5,000 New
AWM
2416
Aprio Wealth Management
Georgia
$1.31M +$62.5K +228 +5%
JCM
2417
Jacobsen Capital Management
Utah
$1.31M +$41.1K +150 +3%
TWA
2418
TCI Wealth Advisors
Arizona
$1.31M -$91.8K -335 -6%
JWM
2419
Jessup Wealth Management
Ohio
$1.31M -$21.4K -78 -2%
TNA
2420
True North Advisors
Texas
$1.3M -$7.67K -28 -0.6%
TWM
2421
Tolleson Wealth Management
Texas
$1.3M -$251K -916 -16%
TIA
2422
Trust Investment Advisors
Indiana
$1.3M +$37.3K +136 +3%
ATC
2423
Adirondack Trust Company
New York
$1.3M -$44.4K -162 -3%
PWM
2424
Prentice Wealth Management
New York
$1.3M +$15.1K +55 +1%
WCM
2425
Winthrop Capital Management
Indiana
$1.3M +$9.87K +36 +0.7%

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.