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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
ZF
2951
Zega Financial
Florida
$648K +$20K +74 +3%
TCM
2952
Towercrest Capital Management
Pennsylvania
$648K
TRIA
2953
Trail Ridge Investment Advisors
Colorado
$646K -$5.68K -21 -0.9%
WAM
2954
Winslow Asset Management
Ohio
$646K
RCM
2955
Requisite Capital Management
Texas
$642K
EAM
2956
Evanson Asset Management
California
$642K -$46K -170 -7%
GSIS
2957
Global Strategic Investment Solutions
Arizona
$640K +$13.5K +50 +2%
LAM
2958
Lewis Asset Management
California
$640K +$42.4K +157 +7%
BAM
2959
Bellevue Asset Management
Washington
$634K +$270 +1 +0%
UL
2960
Unionview LLC
Washington
$631K +$8.92K +33 +1%
AIP
2961
ARS Investment Partners
New York
$631K +$55.7K +206 +10%
GCM
2962
Gator Capital Management
Florida
$629K
AA
2963
AlphaQ Advisors
Florida
$626K -$28.7K -106 -4%
FFG
2964
Frisch Financial Group
New York
$624K -$456K -1,687 -43%
BWM
2965
BCS Wealth Management
Tennessee
$623K +$181K +670 +42%
LWANC
2966
Laurel Wealth Advisors (North Carolina)
North Carolina
$622K +$81.4K +301 +15%
HCC
2967
Hirtle Callaghan & Co
Pennsylvania
$622K +$184K +682 +43%
CCG
2968
Coastwise Capital Group
California
$621K +$118K +435 +24%
HWA
2969
HHM Wealth Advisors
Tennessee
$621K -$57K -211 -9%
C
2970
CEDRUS
Colorado
$621K +$15.7K +58 +3%
FCIM
2971
Fairview Capital Investment Management
California
$620K +$54.1K +200 +10%
OWA
2972
ORBA Wealth Advisors
Illinois
$619K -$23.5K -87 -4%
BAM
2973
Bosun Asset Management
Illinois
$619K -$13.5K -50 -2%
HWM
2974
Hemington Wealth Management
Virginia
$618K +$29.5K +109 +5%
MPCG
2975
Matrix Private Capital Group
New York
$617K

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.