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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
NWMG
2701
Nicholson Wealth Management Group
South Carolina
$928K +$912K +3,374 New
WF
2702
WoodTrust Financial
Wisconsin
$926K -$73K -270 -7%
LF
2703
Lee Financial
Texas
$926K +$38.7K +143 +4%
AIA
2704
Angeles Investment Advisors
California
$925K -$44.1K -163 -5%
IC
2705
Iconiq Capital
California
$925K +$589K +2,179 +184%
HKIMG
2706
Hutchens & Kramer Investment Management Group
Indiana
$923K -$17.3K -64 -2%
SP
2707
Sequent Planning
Nebraska
$923K +$54.3K +201 +6%
NRC
2708
New Republic Capital
North Carolina
$922K -$152K -564 -14%
MS
2709
Madden Securities
Texas
$922K -$11.4K -42 -1%
MC
2710
Maren Capital
Illinois
$922K
ML
2711
McAdam LLC
Pennsylvania
$920K +$25.7K +95 +3%
HWM
2712
Howard Wealth Management
Connecticut
$919K -$5.14K -19 -0.6%
CIAS
2713
CFS Investment Advisory Services
New Jersey
$917K +$25.1K +93 +3%
TF
2714
Tudor Financial
Ohio
$917K +$901K +3,334 New
GAM
2715
Gould Asset Management
California
$916K -$77.6K -287 -8%
FDCP
2716
Foster Dykema Cabot & Partners
Massachusetts
$915K +$467K +1,727 +108%
GWA
2717
Gratus Wealth Advisors
Virginia
$914K -$144K -534 -14%
MIM
2718
MTM Investment Management
South Carolina
$912K +$1.35K +5 +0.2%
TCM
2719
Tang Capital Management
California
$912K +$613K +2,269 +216%
FCG
2720
Fielder Capital Group
Tennessee
$911K -$3.79K -14 -0.4%
NLP
2721
Next Level Private
New York
$910K +$1.35K +5 +0.2%
ESBC
2722
E.S. Barr & Co
Kentucky
$909K -$2.16K -8 -0.2%
BFA
2723
Bragg Financial Advisors
North Carolina
$907K -$46.2K -171 -5%
CWS
2724
Cypress Wealth Services
California
$903K -$18.9K -70 -2%
LI
2725
LVZ Inc
Michigan
$901K +$94.9K +351 +12%

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.