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3,867 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, 1,530 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: 1,530

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: 3,8293,867 (+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
3,867
Holders Change
+38
Holders Change %
+0.99%
% of All Funds
55.51%
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
1,530
Closed
130
Calls
$4.22B
Puts
$3.95B
Net Calls
+$265M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Change in
Stake
TPW
2751
Transatlantique Private Wealth
New York
$861K +$24.1K +89 +3%
KCM
2752
KRS Capital Management
Michigan
$856K -$32.2K -119 -4%
SDWMA
2753
Schneider Downs Wealth Management Advisors
Pennsylvania
$853K +$360K +1,333 +75%
PCWA
2754
Pacific Capital Wealth Advisors
California
$852K -$18.7K -69 -2%
LRIA
2755
Leonard Rickey Investment Advisors
Washington
$851K -$2.16K -8 -0.3%
KFSC
2756
Keystone Financial Services (Colorado)
Colorado
$850K +$69.2K +256 +9%
HA
2757
Hamel Associates
New Jersey
$848K -$1.62K -6 -0.2%
DMBA
2758
Deseret Mutual Benefit Administrators
Utah
$847K -$20K -74 -2%
Winslow Capital Management
2759
Winslow Capital Management
Minnesota
$845K -$427M -1,578,080 -100%
MCC
2760
Money Concepts Capital
Florida
$843K +$107K +396 +15%
NPT
2761
Nixon Peabody Trust
Massachusetts
$842K -$8.65K -32 -1%
VC
2762
Veracity Capital
Georgia
$841K -$4.33K -16 -0.5%
CAM
2763
Campion Asset Management
Virginia
$841K +$40.6K +150 +5%
OW
2764
Olistico Wealth
Oklahoma
$834K -$7.03K -26 -0.9%
BFWA
2765
Benchmark Financial Wealth Advisors
Florida
$831K -$96.5K -357 -11%
EA
2766
Emerald Advisers
Pennsylvania
$831K -$165K -609 -17%
GBWM
2767
Granite Bay Wealth Management
New Hampshire
$828K -$64.1K -237 -7%
WPA
2768
West Paces Advisors
Georgia
$828K
NWA
2769
New World Advisors
Massachusetts
$827K -$33K -122 -4%
KFA
2770
Kapstone Financial Advisors
Ohio
$826K -$20.3K -75 -2%
MFS
2771
Monetta Financial Services
Illinois
$825K +$811K +3,000 New
HCM
2772
Hengehold Capital Management
Ohio
$825K +$116K +428 +17%
SWM
2773
Stockman Wealth Management
Montana
$824K -$2.16K -8 -0.3%
NFA
2774
Northwest Financial Advisors
Virginia
$822K -$7.03K -26 -0.9%
IPAM
2775
Investment Partners Asset Management
New Jersey
$820K +$58.1K +215 +8%

V Hedge Fund Activity: Q3 2024 in Review

3,867 of the 6,966 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 1,530 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.

  • 3,867 institutional investors held Visa (V) as of Q3 2024, up from 3,829 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.