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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
WH
2576
Willner & Heller
California
$1.06M +$27.3K +101 +3%
ADIM
2577
Alpha DNA Investment Management
Maryland
$1.06M -$24.3K -90 -2%
GWCM
2578
Godshalk Welsh Capital Management
Pennsylvania
$1.06M -$79.5K -294 -7%
PHIC
2579
Pine Haven Investment Counsel
Massachusetts
$1.06M -$6.76K -25 -0.6%
CNBT
2580
Cornerstone National Bank & Trust
Illinois
$1.06M +$87.9K +325 +9%
CG
2581
Clarus Group
Texas
$1.06M -$16.8K -62 -2%
CWA
2582
CJM Wealth Advisers
Virginia
$1.06M +$44.9K +166 +5%
AWM
2583
Alterna Wealth Management
Texas
$1.06M -$89.2K -330 -8%
FCB
2584
First County Bank
Connecticut
$1.06M +$22.4K +83 +2%
CFSG
2585
Clark Financial Services Group
Missouri
$1.06M +$226K +835 +28%
FNC
2586
First National Corp
Massachusetts
$1.06M +$10.3K +38 +1%
OIA
2587
Optimum Investment Advisors
Illinois
$1.05M -$102K -377 -9%
NMG
2588
New Millennium Group
Utah
$1.05M +$744K +2,753 +257%
FC
2589
Forte Capital
New York
$1.05M -$68.1K -252 -6%
CBA
2590
Coastal Bridge Advisors
Connecticut
$1.05M -$75.7K -280 -7%
CF
2591
Convergence Financial
Missouri
$1.05M -$121K -449 -11%
AWP
2592
Accretive Wealth Partners
New Jersey
$1.05M -$54.9K -203 -5%
PWP
2593
Phillips Wealth Planners
Mississippi
$1.05M +$64.6K +239 +7%
TAM
2594
Titleist Asset Management
Texas
$1.05M -$43.8K -162 -4%
MCA
2595
Magnolia Capital Advisors
Mississippi
$1.04M +$50K +185 +5%
AA
2596
Alesco Advisors
New York
$1.04M -$25.4K -94 -2%
DCM
2597
Dimension Capital Management
Florida
$1.04M +$21.4K +79 +2%
MIP
2598
Marietta Investment Partners
Wisconsin
$1.04M -$34.9K -129 -3%
CAL
2599
Capital Advisors Ltd
Ohio
$1.03M +$23K +85 +2%
PCMN
2600
Paradigm Capital Management (Nevada)
Nevada
$1.03M +$1.02M +3,759 New

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.