We are live on ! Find out more

3,866 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, 1,694 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: 1,694 | 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: 3,8283,866 (+38)

5.38% less ownership

Funds ownership: 96.78%91.4% (-5.4%)

8% less funds holding in top 10

Funds holding in top 10: 431398 (-33)

Holders
3,866
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
1,694
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
TWM
2851
Trueblood Wealth Management
Ohio
$723K +$1.35K +5 +0.2%
ASBI
2852
American State Bank (Iowa)
Iowa
$721K +$2.16K +8 +0.3%
TFA
2853
Tranquilli Financial Advisor
New Jersey
$721K +$2.97K +11 +0.4%
PVM
2854
Palogic Value Management
Texas
$720K
OFG
2855
OmniStar Financial Group
North Carolina
$719K +$706K +2,611 New
AA
2856
Addison Advisors
Vermont
$718K +$11.4K +42 +2%
PWA
2857
Provenance Wealth Advisors
Florida
$718K +$602K +2,227 +580%
BW
2858
BIP Wealth
Georgia
$717K +$14.6K +54 +2%
TW
2859
Traveka Wealth
California
$717K +$23K +85 +3%
WFM
2860
Wolff Financial Management
Michigan
$716K
WI
2861
Wintrust Investments
Illinois
$715K -$6.18M -22,846 -90%
GSIAS
2862
Garden State Investment Advisory Services
New Jersey
$714K +$36.5K +135 +6%
SGAM
2863
Smith Group Asset Management
Texas
$713K +$117K +431 +20%
WAOI
2864
Wealth Advisors of Iowa
Iowa
$713K +$6.76K +25 +1%
NP
2865
Ninepoint Partners
Ontario, Canada
$712K -$83.8K -310 -11%
ACP
2866
Aveo Capital Partners
Colorado
$712K +$17.6K +65 +3%
FBC
2867
Fairfield, Bush & Co
Connecticut
$710K +$699K +2,584 New
SCA
2868
St. Clair Advisors
Ohio
$710K
LA
2869
Lane & Associates
New Jersey
$709K +$10K +37 +1%
SGCA
2870
Steel Grove Capital Advisors
Tennessee
$708K +$25.1K +93 +4%
PWM
2871
Proathlete Wealth Management
Florida
$708K +$541 +2 +0.1%
VA
2872
Verdad Advisers
Massachusetts
$706K +$351K +1,300 +103%
HHRDM
2873
H&H Retirement Design & Management
Nevada
$706K -$37K -137 -5%
BBNA
2874
Bremer Bank National Association
Minnesota
$706K -$161K -597 -19%
WAG
2875
Windsor Advisory Group
Ohio
$704K +$692K +2,561 New

V Hedge Fund Activity: Q3 2024 in Review

3,866 of the 6,965 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 1,694 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.

  • 3,866 institutional investors held Visa (V) as of Q3 2024, up from 3,828 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.