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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
AFAS
2976
Acorn Financial Advisory Services
Virginia
$617K +$21.1K +78 +4%
CFG
2977
Copley Financial Group
California
$616K +$606K +2,240 New
FCA
2978
Fortis Capital Advisors
Kansas
$616K -$31.9K -118 -5%
LF
2979
Lantz Financial
Illinois
$613K +$113K +419 +23%
SFWA
2980
Summit Financial Wealth Advisors
Louisiana
$609K -$20K -74 -3%
SIM
2981
SSI Investment Management
California
$608K -$541 -2 -0.1%
APWA
2982
Atlas Private Wealth Advisors
New Jersey
$607K
ACM
2983
Andina Capital Management
Utah
$606K -$18.1K -67 -3%
IIA
2984
Integral Investment Advisors
California
$606K +$24.1K +89 +4%
BA
2985
Birinyi Associates
Connecticut
$605K
Aristotle Capital Management
2986
Aristotle Capital Management
California
$605K
WSWA
2987
Warren Street Wealth Advisors
California
$604K -$11.9K -44 -2%
TSMHT
2988
Thurston Springer Miller Herd & Titak
Indiana
$603K +$125K +464 +27%
PCH
2989
PGIM Custom Harvest
New Jersey
$603K -$194K -719 -25%
TFIPS
2990
Towarzystwo Funduszy Inwestycyjnych PZU SA
$602K -$155K -574 -21%
YLHM
2991
Yelin Lapidot Holdings Management
Israel
$601K
BL
2992
Balentine LLC
Georgia
$601K -$135K -500 -19%
RPGK
2993
Retirement Planning Group (Kansas)
Kansas
$601K -$5.95K -22 -1%
CA
2994
Crumly & Associates
Illinois
$597K +$29.5K +109 +5%
CSB
2995
City State Bank
Iowa
$597K -$14.6K -54 -2%
AR
2996
Apeiron RIA
Texas
$594K -$17K -63 -3%
WDL
2997
Well Done LLC
Michigan
$593K -$78.7K -291 -12%
NCTC
2998
New Covenant Trust Company
Indiana
$592K +$103K +380 +21%
PIAS
2999
PCA Investment Advisory Services
Ohio
$589K +$44.1K +163 +8%
LA
3000
Lifeworks Advisors
Michigan
$588K +$260K +961 +82%

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.