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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
DA
2776
Dover Advisors
Virginia
$819K -$52.4K -194 -6%
TCM
2777
Tufton Capital Management
Maryland
$817K -$201K -743 -20%
MI
2778
Motiv8 Investments
Florida
$816K +$143K +528 +22%
RLIM
2779
Red Lighthouse Investment Management
New York
$815K
AFGAS
2780
Allegiance Financial Group Advisory Services
Virginia
$815K -$111K -410 -12%
WA
2781
Waddell & Associates
Tennessee
$814K
WMA
2782
West Michigan Advisors
Michigan
$814K +$7.84K +29 +1%
BFC
2783
Bedel Financial Consulting
Indiana
$813K +$108K +401 +16%
PG
2784
Prostatis Group
Maryland
$809K -$2.97K -11 -0.4%
FCM
2785
Fourpath Capital Management
Oklahoma
$809K +$221K +817 +38%
LIA
2786
LBMC Investment Advisors
Tennessee
$804K
PHAM
2787
Palisades Hudson Asset Management
Florida
$804K +$13.2K +49 +2%
FCA
2788
FLC Capital Advisors
California
$804K +$27K +100 +4%
BI
2789
Ballast Inc
Kentucky
$803K +$43.3K +160 +6%
CA
2790
Calton & Associates
Florida
$803K +$789K +2,920 New
MAM
2791
McCarthy Asset Management
California
$801K -$78.1K -289 -9%
MAM
2792
Milestone Asset Management
Pennsylvania
$801K +$13K +48 +2%
WPW
2793
Warther Private Wealth
Ohio
$799K -$54.1K -200 -6%
RW
2794
REDW Wealth
New Mexico
$797K -$87.3K -323 -10%
BBW
2795
Blue Barn Wealth
Utah
$795K -$7.84K -29 -1%
TWM
2796
Tolleson Wealth Management
Texas
$795K -$560K -2,070 -42%
ACM
2797
Arcataur Capital Management
Wisconsin
$795K -$4.05K -15 -0.5%
LIA
2798
Lynx Investment Advisory
District of Columbia
$794K -$61.1K -226 -7%
WA
2799
Wealth Architects
California
$794K -$17.3K -64 -2%
SFB
2800
STAR Financial Bank
Indiana
$794K -$230K -852 -23%

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.