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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
1WM
2676
1858 Wealth Management
Ohio
$947K -$638K -2,360 -41%
FOA
2677
Five Oceans Advisors
California
$946K -$1.89K -7 -0.2%
GD
2678
Grandfield & Dodd
New York
$944K -$13.5K -50 -1%
NSB
2679
Norway Savings Bank
Maine
$944K -$29.2K -108 -3%
CC
2680
Constitution Capital
Connecticut
$943K -$406K -1,500 -30%
SRC
2681
Sage Rhino Capital
California
$942K +$3.79K +14 +0.4%
IAS
2682
Investment Advisory Services
Texas
$942K +$1.89K +7 +0.2%
CI
2683
Ceera Investments
Texas
$941K +$926K +3,424 New
OFW
2684
Omnia Family Wealth
Florida
$941K +$49.5K +183 +6%
KCM
2685
Kanawha Capital Management
Virginia
$941K -$11.1K -41 -1%
FPB
2686
First PREMIER Bank
South Dakota
$939K +$102K +378 +12%
VEA
2687
Virtus ETF Advisers
New York
$938K +$97.3K +360 +12%
PEA
2688
Park Edge Advisors
Ohio
$938K +$102K +379 +13%
FZCM
2689
Flynn Zito Capital Management
New York
$937K +$14.3K +53 +2%
MCM
2690
Mainstream Capital Management
California
$937K +$921K +3,408 New
JWM
2691
JGP Wealth Management
Oregon
$936K +$51.4K +190 +6%
FA
2692
Fermata Advisors
California
$935K +$41.9K +155 +5%
PCM
2693
Pointe Capital Management
Michigan
$935K
SI
2694
Seeds Investor
New York
$934K +$29.2K +108 +3%
CWG
2695
Crown Wealth Group
North Carolina
$933K -$2.97K -11 -0.3%
CWP
2696
Curated Wealth Partners
California
$931K
BCG
2697
Breakwater Capital Group
New Jersey
$931K +$53K +196 +6%
RWS
2698
Resolute Wealth Strategies
Mississippi
$930K +$10K +37 +1%
HCM
2699
Hutchinson Capital Management
California
$929K +$53.8K +199 +6%
MCM
2700
Mendel Capital Management
Arkansas
$929K +$18.1K +67 +2%

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.