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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
SFG
2876
Sunburst Financial Group
Alabama
$703K +$34.6K +128 +5%
FWM
2877
FFT Wealth Management
Pennsylvania
$701K +$121K +448 +21%
DSN
2878
D. Scott Neal
Kentucky
$701K
I
2879
INVST
Indiana
$701K -$537K -1,985 -44%
NA
2880
Navellier & Associates
Nevada
$701K
IWP
2881
Invenio Wealth Partners
Florida
$701K +$20.3K +75 +3%
SFS
2882
Sharp Financial Services
Pennsylvania
$700K -$94.9K -351 -12%
RFG
2883
RFP Financial Group
Georgia
$700K -$260K -960 -27%
PA
2884
Promethium Advisors
Maryland
$700K +$688K +2,545 New
GCA
2885
Gradient Capital Advisors
California
$699K +$37.9K +140 +6%
JE
2886
JMAC Enterprises
Pennsylvania
$699K +$11.4K +42 +2%
CPL
2887
CAP Partners LLC
Tennessee
$697K -$16.5K -61 -2%
HP
2888
Holistic Planning
Texas
$697K +$163K +603 +31%
MAM
2889
Marotta Asset Management
Virginia
$697K
CNFG
2890
Creegan & Nassoura Financial Group
New Hampshire
$695K +$4.33K +16 +0.6%
RCM
2891
Raleigh Capital Management
North Carolina
$694K +$25.4K +94 +4%
CRIG
2892
Charter Research & Investment Group
Connecticut
$693K
PWA
2893
Primoris Wealth Advisors
Florida
$692K
DPI
2894
Diversified Portfolios Inc
Michigan
$690K +$4.6K +17 +0.7%
EW
2895
Elyxium Wealth
California
$690K +$679K +2,510 New
IAP
2896
Indie Asset Partners
Indiana
$689K
CNTOF
2897
Canandaigua National Trust of Florida
New York
$689K +$677K +2,505 New
ES
2898
Eagle Strategies
New York
$689K +$677K +2,505 New
KL
2899
KilterHowling LLC
Colorado
$689K +$43.3K +160 +7%
PFSC
2900
Peoples Financial Services Corp
Pennsylvania
$688K -$368K -1,362 -35%

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.