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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
SPW
2926
Sonoma Private Wealth
California
$667K +$541 +2 +0.1%
TC
2927
TAGStone Capital
North Carolina
$667K +$2.7K +10 +0.4%
MWA
2928
Moser Wealth Advisors
Washington
$667K -$6.76K -25 -1%
PCM
2929
Princeton Capital Management
New Jersey
$664K -$1.29M -4,753 -66%
TNBTD
2930
Trustmark National Bank Trust Department
Mississippi
$663K -$769K -2,845 -54%
ABWM
2931
Alpine Bank Wealth Management
Colorado
$662K +$651K +2,409 New
OWP
2932
ORG Wealth Partners
Texas
$662K +$651K +2,408 New
TFA
2933
Tobias Financial Advisors
Florida
$662K +$1.08K +4 +0.2%
GWA
2934
GGM Wealth Advisors
Maryland
$660K +$3.24K +12 +0.5%
GCP
2935
GSA Capital Partners
United Kingdom
$660K +$649K +2,401 New
RP
2936
Rice Partnership
Hawaii
$660K -$86.8K -321 -12%
MM
2937
MQS Management
New York
$659K -$362K -1,338 -36%
RW
2938
Rede Wealth
Virginia
$659K +$11.9K +44 +2%
AC
2939
AXQ Capital
New Jersey
$659K -$1.95M -7,195 -75%
LOIM
2940
Liberty One Investment Management
Illinois
$657K -$24.9K -92 -4%
SPWG
2941
Sage Private Wealth Group
Illinois
$657K +$13K +48 +2%
FFA
2942
Founders Financial Alliance
North Carolina
$657K -$584K -2,159 -47%
GA
2943
Goldstein Advisors
Wisconsin
$655K +$22.7K +84 +4%
CFS
2944
Commonwealth Financial Services
West Virginia
$655K +$30.6K +113 +5%
LPAM
2945
Lodestar Private Asset Management
California
$655K
AWM
2946
Act Wealth Management
Texas
$653K -$2.43K -9 -0.4%
JSAM
2947
J. Safra Asset Management
New York
$653K +$62.5K +231 +11%
DA
2948
Detalus Advisors
Missouri
$651K -$24.6K -91 -4%
CFGA
2949
Cambridge Financial Group (Arizona)
Arizona
$650K +$383K +1,417 +150%
BTWM
2950
Brass Tax Wealth Management
Ohio
$648K +$86K +318 +16%

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.