We are live on ! Find out more

3,868 hedge funds and large institutions have $417B invested in Visa in 2024 Q3 according to their latest regulatory filings, with 214 funds opening new positions, 1,695 increasing their positions, 1,531 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 130

11% more repeat investments, than reductions

Existing positions increased: 1,695 | Existing positions reduced: 1,531

7% more call options, than puts

Call options by funds: $4.22B | Put options by funds: $3.95B

4% more capital invested

Capital invested by funds: $400B → $417B (+$17.3B)

1% more funds holding

Funds holding: 3,8303,868 (+38)

5.38% less ownership

Funds ownership: 96.81%91.42% (-5.4%)

8% less funds holding in top 10

Funds holding in top 10: 431398 (-33)

Holders
3,868
Holders Change
+38
Holders Change %
+0.99%
% of All Funds
55.52%
Holding in Top 10
398
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-7.66%
% of All Funds
5.71%
New
214
Increased
1,695
Reduced
1,531
Closed
130
Calls
$4.22B
Puts
$3.95B
Net Calls
+$265M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2476
Castle Wealth Management
Florida
$1.21M +$163K +604 +16%
FTIS
2477
First Trust Investment Solutions
Florida
$1.21M -$3.6M -13,320 -75%
1WM
2478
1900 Wealth Management
Texas
$1.21M +$270 +1 +0%
PMA
2479
Prudent Man Advisors
Illinois
$1.21M -$61.4K -227 -5%
OL
2480
OneFund LLC
Florida
$1.21M +$66K +244 +6%
MWA
2481
Midland Wealth Advisors
Illinois
$1.2M -$99.2K -367 -8%
FA
2482
Fiducient Advisors
Illinois
$1.2M -$324K -1,199 -21%
RCM
2483
RMR Capital Management
California
$1.2M
PPP
2484
Private Portfolio Partners
New Jersey
$1.2M +$1.18M +4,355 New
SMA
2485
Seven Mile Advisory
New Jersey
$1.19M +$81.4K +301 +7%
ECM
2486
Estabrook Capital Management
New York
$1.19M
SEIA
2487
Signature Estate & Investment Advisors
California
$1.19M -$24.6K -91 -2%
BWM
2488
BigSur Wealth Management
Florida
$1.19M
MC
2489
Matisse Capital
Oregon
$1.19M
MFG
2490
Monumental Financial Group
Maryland
$1.18M -$148K -549 -11%
SOW
2491
State of Wyoming
Wyoming
$1.18M +$855K +3,163 +283%
WMP
2492
Wealth Management Partners
Arizona
$1.17M
KAS
2493
KPP Advisory Services
Kentucky
$1.17M +$11.4K +42 +1%
WCA
2494
Westover Capital Advisors
Delaware
$1.17M -$29.5K -109 -2%
SFG
2495
Shum Financial Group
California
$1.17M +$1.08M +3,992 New
HNB
2496
Hilltop National Bank
Wyoming
$1.17M -$24.6K -91 -2%
RWM
2497
Revisor Wealth Management
Ohio
$1.17M +$441K +1,630 +62%
FPF
2498
First Pacific Financial
Washington
$1.17M +$19.7K +73 +2%
WHCI
2499
W.H. Cornerstone Investments
Massachusetts
$1.17M -$41.4K -153 -3%
BCM
2500
Bancreek Capital Management
California
$1.17M

V Hedge Fund Activity: Q3 2024 in Review

3,868 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2024, worth a combined $417B — up 4.3% from $400B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new V positions and 130 closed out — a net gain of 84 holders — while 1,695 added to existing stakes and 1,531 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $2.63B. The largest seller was Goldman Sachs, cutting an estimated $1.16B.

  • 3,868 institutional investors held Visa (V) as of Q3 2024, up from 3,830 in Q2 2024.
  • Funds reported $417B of Visa stock for Q3 2024, up 4.3% quarter-over-quarter.
  • 214 funds opened new Visa positions in Q3 2024 and 130 closed out, a net change of +84 holders.
  • The largest Visa buyer in Q3 2024 was International Assets Investment Management, an estimated $2.63B added.
  • The largest Visa seller in Q3 2024 was Goldman Sachs, an estimated $1.16B sold.

Based on aggregated 13F filings for Q3 2024.