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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
MPWS
2551
McCarter Private Wealth Services
Massachusetts
$1.1M +$1.08M +3,989 New
CCWM
2552
Correct Capital Wealth Management
Missouri
$1.09M +$568K +2,102 +112%
DF
2553
Dunhill Financial
United Kingdom
$1.09M +$1.35K +5 +0.1%
HL
2554
HeadInvest LLC
Maine
$1.09M -$59.5K -220 -5%
TA
2555
Tectonic Advisors
Texas
$1.09M -$2.7K -10 -0.3%
HCP
2556
Holt Capital Partners
Texas
$1.09M
OFG
2557
Oxford Financial Group
Indiana
$1.09M -$85.2K -315 -7%
LSA
2558
Lion Street Advisors
Texas
$1.09M -$16.2K -60 -1%
EWM
2559
Elmwood Wealth Management
California
$1.09M
TCBWMS
2560
Texas Capital Bank Wealth Management Services
Texas
$1.09M +$306K +1,133 +40%
NB
2561
Nicolet Bankshares
Wisconsin
$1.08M -$171K -634 -14%
MPPW
2562
Mitchell & Pahl Private Wealth
Oklahoma
$1.08M -$14.1K -52 -1%
GCM
2563
Goldstream Capital Management
Hong Kong
$1.08M +$793K +2,935 +294%
BA
2564
Bluesphere Advisors
Pennsylvania
$1.08M -$811 -3 -0.1%
CPA
2565
Court Place Advisors
Maryland
$1.08M +$308K +1,141 +41%
BCP
2566
Berkeley Capital Partners
Georgia
$1.08M -$47.9K -177 -4%
CFO
2567
CVA Family Office
Colorado
$1.08M -$175K -648 -14%
FNBOH
2568
First National Bank of Hutchinson
Kansas
$1.07M -$103K -380 -9%
QFA
2569
Quantum Financial Advisors
California
$1.07M
WW
2570
Waterfront Wealth
Kansas
$1.07M +$68.9K +255 +7%
APW
2571
Acima Private Wealth
Virginia
$1.07M
SLT
2572
St Louis Trust
Missouri
$1.07M +$9.19K +34 +0.9%
JF
2573
JSF Financial
California
$1.07M -$656K -2,428 -38%
KA
2574
Kozak & Associates
Colorado
$1.07M +$45.4K +168 +5%
APC
2575
Aspire Private Capital
North Carolina
$1.07M +$25.7K +95 +3%

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.