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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
BCM
2526
BluePath Capital Management
Georgia
$1.13M +$152K +562 +16%
AIS
2527
AM Investment Strategies
Tennessee
$1.13M
WEG
2528
World Equity Group
Illinois
$1.13M -$2.93M -10,844 -73%
BIAS
2529
Beacon Investment Advisory Services
New Jersey
$1.13M +$30K +111 +3%
ARC
2530
Advisor Resource Council
Texas
$1.13M +$1.11M +4,098 New
GC
2531
Gould Capital
Washington
$1.13M +$14.1K +52 +1%
S
2532
Sunpointe
Missouri
$1.12M +$2.97K +11 +0.3%
CIM
2533
CIM Investment Management
Pennsylvania
$1.12M -$44.1K -163 -4%
TPWA
2534
TRUE Private Wealth Advisors
Oregon
$1.12M -$231K -855 -17%
BIA
2535
Bigelow Investment Advisors
Maine
$1.12M +$20.3K +75 +2%
CFA
2536
Cahill Financial Advisors
Minnesota
$1.12M +$51.4K +190 +5%
TIM
2537
Tevis Investment Management
Texas
$1.12M +$3.52K +13 +0.3%
GAM
2538
Gemmer Asset Management
California
$1.11M -$28.4K -105 -3%
SIS
2539
Sound Income Strategies
Florida
$1.11M -$61.4K -227 -5%
PGWM
2540
Parisi Gray Wealth Management
New Jersey
$1.11M +$11.1K +41 +1%
CCM
2541
Crew Capital Management
Ohio
$1.11M -$2.43K -9 -0.2%
PMFA
2542
Plante Moran Financial Advisors
Michigan
$1.11M -$713K -2,639 -40%
SPL
2543
Smart Portfolios LLC
Washington
$1.11M -$6.76K -25 -0.6%
PFA
2544
Pathway Financial Advisers
Indiana
$1.11M +$8.92K +33 +0.8%
LJAC
2545
L.J. Altfest & Co
New York
$1.11M -$704K -2,604 -39%
RP
2546
Riverwater Partners
Wisconsin
$1.1M +$146K +539 +16%
ACM
2547
Absolute Capital Management
Pennsylvania
$1.1M +$276K +1,022 +34%
SAM
2548
SignalPoint Asset Management
Missouri
$1.1M +$24.6K +91 +2%
HA
2549
Harbor Advisors
Florida
$1.1M
ECM
2550
Elgethun Capital Management
South Dakota
$1.1M +$270 +1 +0%

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.