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
QPW
2626
Quantum Private Wealth
Florida
$1.01M -$1.89K -7 -0.2%
GIM
2627
Groesbeck Investment Management
New Jersey
$1.01M -$62.2K -230 -6%
WCM
2628
Wallace Capital Management
Texas
$1M -$5.95K -22 -0.6%
WE
2629
Wealth Effects
Massachusetts
$1M -$32.4K -120 -3%
RB
2630
Renasant Bank
Mississippi
$1M -$621K -2,297 -39%
BHBT
2631
Burke & Herbert Bank & Trust
Virginia
$1,000K -$9.46K -35 -1%
FBT
2632
First Bank & Trust
South Dakota
$1,000K +$47.6K +176 +5%
RHAM
2633
Round Hill Asset Management
California
$1,000K
GAM
2634
GEM Asset Management
Michigan
$999K -$27.3K -101 -3%
WFAG
2635
Worth Financial Advisory Group
North Carolina
$999K +$19.2K +71 +2%
DP
2636
DDD Partners
Washington
$998K +$23.3K +86 +2%
EWA
2637
Encompass Wealth Advisors
Oregon
$997K
MTWM
2638
Masso Torrence Wealth Management
New Jersey
$995K -$18.7K -69 -2%
SCP
2639
Sivia Capital Partners
California
$995K -$34.9K -129 -3%
BWM
2640
Baron Wealth Management
Michigan
$994K +$91.7K +339 +10%
OPWM
2641
Oakwell Private Wealth Management
Texas
$993K +$45.4K +168 +5%
KWM
2642
Kolinsky Wealth Management
New Jersey
$992K -$61.4K -227 -6%
MAM
2643
McLean Asset Management
Virginia
$989K -$19.2K -71 -2%
GIP
2644
Greatmark Investment Partners
Georgia
$988K
KSB
2645
Kennebec Savings Bank
Maine
$988K +$972K +3,594 New
WFA
2646
Wellspring Financial Advisors
Ohio
$987K +$49.7K +184 +5%
BCM
2647
Blume Capital Management
California
$986K +$7.3K +27 +0.8%
HG
2648
Harbor Group
New Hampshire
$984K
MWP
2649
Madison Wealth Partners
Wisconsin
$984K +$197K +727 +25%
AWA
2650
Alta Wealth Advisors
Massachusetts
$982K +$3.24K +12 +0.3%

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.