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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
PK
2651
Pflug Koory
Nebraska
$981K +$965K +3,569 New
TBWA
2652
Three Bridge Wealth Advisors
California
$979K -$22.7K -84 -2%
SB
2653
Sunflower Bank
Texas
$978K +$123K +456 +15%
MSA
2654
Marino Stram & Associates
Massachusetts
$975K +$35.4K +131 +4%
ME
2655
McIlrath & Eck
Washington
$974K -$67.9K -251 -7%
AF
2656
Apexium Financial
Texas
$973K +$16.8K +62 +2%
TWP
2657
Tempus Wealth Planning
California
$973K +$184K +681 +24%
AA
2658
Axiom Advisory
California
$972K +$110K +406 +13%
HWA
2659
Heartwood Wealth Advisors
Virginia
$972K -$85.7K -317 -8%
FA
2660
FDx Advisors
Illinois
$969K -$66.5K -246 -7%
4WM
2661
49 Wealth Management
Texas
$968K +$244K +904 +35%
SWP
2662
Semus Wealth Partners
Florida
$967K -$86.2K -319 -8%
IIM
2663
Ironwood Investment Management
Massachusetts
$962K +$2.16K +8 +0.2%
CCA
2664
Cora Capital Advisors
New Jersey
$957K +$2.97K +11 +0.3%
CFO
2665
Callan Family Office
Pennsylvania
$957K +$34.9K +129 +4%
AFG
2666
ABLE Financial Group
Arizona
$957K +$56.8K +210 +6%
ACA
2667
Ackerman Capital Advisors
Texas
$956K
PDM
2668
Penn Davis McFarland
Texas
$956K
NSIM
2669
North Star Investment Management
Illinois
$956K -$20.3K -75 -2%
BFM
2670
Boothbay Fund Management
New York
$955K -$512K -1,893 -35%
AWM
2671
Allen Wealth Management
North Carolina
$955K -$153K -566 -14%
LWM
2672
Laidlaw Wealth Management
New York
$953K +$359K +1,327 +62%
EFA
2673
Evernest Financial Advisors
Indiana
$949K -$811 -3 -0.1%
HBS
2674
Howard Bailey Securities
Indiana
$949K +$933K +3,451 New
FFB
2675
First Financial Bankshares
Texas
$948K -$747K -2,764 -44%

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.