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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
SWM
2826
Scissortail Wealth Management
Oklahoma
$759K -$731K -2,703 -99%
AFA
2827
Arlington Financial Advisors
California
$758K +$5.68K +21 +0.8%
DBRC
2828
D.B. Root & Company
Pennsylvania
$758K -$217K -803 -23%
DCM
2829
DGS Capital Management
New Jersey
$757K -$26.5K -98 -3%
HTIM
2830
Harbour Trust & Investment Management
Indiana
$757K -$40.3K -149 -5%
PW
2831
Paladin Wealth
Minnesota
$757K +$744K +2,752 New
MTIC
2832
Missouri Trust & Investment Company
Missouri
$755K
BOPW
2833
Brandywine Oak Private Wealth
Pennsylvania
$754K +$23K +85 +3%
ALC
2834
Alexander Labrunerie & Co
Missouri
$751K
ERWM
2835
Elk River Wealth Management
Colorado
$751K
ZIMP
2836
Zimmermann Investment Management & Planning
Pennsylvania
$750K -$33.3K -123 -4%
AWA
2837
Acorn Wealth Advisors
Michigan
$749K +$737K +2,725 New
BWG
2838
Berry Wealth Group
Texas
$747K -$7.3K -27 -1%
LAS
2839
LWM Advisory Services
Florida
$744K +$258K +955 +55%
KW
2840
KWB Wealth
California
$743K -$257K -952 -25%
CCP
2841
Cassia Capital Partners
North Carolina
$743K -$47.9K -177 -6%
CWM
2842
Cahaba Wealth Management
Georgia
$738K +$86.2K +319 +13%
PC
2843
Permit Capital
Pennsylvania
$738K
KFS
2844
Kaizen Financial Strategies
California
$737K -$26.8K -99 -4%
CIP
2845
Convergence Investment Partners
Florida
$735K +$26.2K +97 +4%
TCM
2846
Tandem Capital Management
New Jersey
$735K +$106K +392 +17%
SWA
2847
SOA Wealth Advisors
New York
$733K -$37.9K -140 -5%
HWMO
2848
Heritage Wealth Management (Ohio)
Ohio
$733K
CIS
2849
Custom Index Systems
New York
$731K +$719K +2,659 New
AWS
2850
Aspen Wealth Strategies
Colorado
$723K +$2.43K +9 +0.3%

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.