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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
ACM
2426
Avalon Capital Management
California
$1.3M +$548K +2,001 +68%
HWM
2427
Hohimer Wealth Management
Washington
$1.29M -$4.03M -14,685 -75%
CC
2428
Constitution Capital
Connecticut
$1.29M +$301K +1,100 +29%
AFA
2429
AA Financial Advisors
Ohio
$1.29M +$18.1K +66 +1%
TPWA
2430
TRUE Private Wealth Advisors
Oregon
$1.29M +$8.22K +30 +0.6%
SAG
2431
Spotlight Asset Group
Illinois
$1.29M +$66.1K +241 +5%
SAMC
2432
Spectrum Asset Management (California)
California
$1.29M +$822 +3 +0.1%
MPW
2433
Monterey Private Wealth
California
$1.29M +$47.7K +174 +4%
SRL
2434
Scientech Research LLC
New Jersey
$1.29M +$352K +1,285 +35%
TWM
2435
Tradition Wealth Management
Minnesota
$1.29M +$58.4K +213 +5%
ORAM
2436
One River Asset Management
Connecticut
$1.29M +$1.34M +4,897 New
APA
2437
Astoria Portfolio Advisors
New York
$1.28M +$50.2K +183 +4%
APW
2438
Austin Private Wealth
Texas
$1.28M +$5.48K +20 +0.4%
RGF
2439
Retirement Guys Formula
Ohio
$1.28M +$97.8K +357 +8%
FNA
2440
First National Advisers
Nebraska
$1.28M -$213K -778 -14%
PL
2441
Plancorp LLC
Missouri
$1.28M +$7.95K +29 +0.6%
HBW
2442
Hazlett, Burt & Watson
West Virginia
$1.27M +$31.8K +116 +2%
MFG
2443
Monumental Financial Group
Maryland
$1.27M -$133K -484 -9%
KCM
2444
Knoll Capital Management
Florida
$1.27M
RPWA
2445
Regent Peak Wealth Advisors
Georgia
$1.27M +$30.7K +112 +2%
CC
2446
Copperleaf Capital
North Carolina
$1.27M -$4.11K -15 -0.3%
BHIA
2447
Birch Hill Investment Advisors
Massachusetts
$1.27M +$652K +2,380 +97%
CSIC
2448
Clifford Swan Investment Counsel
California
$1.26M +$3.84K +14 +0.3%
TA
2449
TFB Advisors
Kansas
$1.26M +$102K +371 +8%
CF
2450
Copperwynd Financial
Arizona
$1.26M +$166K +605 +15%

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.