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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
LC
3001
Lincoln Capital
Nebraska
$586K
AWAG
3002
ARS Wealth Advisors Group
Florida
$585K -$1.62K -6 -0.3%
AWA
3003
Amplius Wealth Advisors
Pennsylvania
$584K -$4.05K -15 -0.7%
RA
3004
Ruggaard & Associates
Ohio
$584K -$20K -74 -3%
LAS
3005
Legacy Advisory Services
Pennsylvania
$584K +$541 +2 +0.1%
USWIA
3006
UP Strategic Wealth Investment Advisors
Pennsylvania
$582K +$87.9K +325 +18%
DDPIC
3007
Deroy & Devereaux Private Investment Counsel
Michigan
$581K
CPRC
3008
Consolidated Portfolio Review Corp
New York
$580K +$41.4K +153 +8%
GHA
3009
Granite Harbor Advisors
Texas
$580K +$109K +402 +24%
SAS
3010
Stelac Advisory Services
New York
$579K
HC
3011
Hamilton Capital
Ohio
$577K +$4.05K +15 +0.8%
QCIG
3012
Quad-Cities Investment Group
Iowa
$577K -$2.97K -11 -0.5%
WAM
3013
WFA Asset Management
Wisconsin
$577K +$1.08K +4 +0.2%
CWA
3014
Canvas Wealth Advisors
Kansas
$576K +$78.1K +289 +16%
SIGI
3015
Susquehanna International Group (Ireland)
Ireland
$575K +$317K +1,171 +127%
JFA
3016
JNBA Financial Advisors
Minnesota
$573K -$243K -900 -30%
AGAM
3017
Audent Global Asset Management
California
$573K -$462K -1,710 -45%
WC
3018
Westhampton Capital
North Carolina
$572K +$4.05K +15 +0.7%
NCG
3019
Newport Capital Group
New Jersey
$571K -$6.22K -23 -1%
RTC
3020
Riverview Trust Company
Washington
$571K +$24.9K +92 +5%
BFAG
3021
Blackston Financial Advisory Group
Florida
$570K +$306K +1,130 +120%
VC
3022
Veery Capital
Delaware
$570K
SWA
3023
Sax Wealth Advisors
New Jersey
$570K +$233K +861 +71%
CBT
3024
CoreFirst Bank & Trust
Kansas
$569K -$12.2K -45 -2%
RFA
3025
Rollins Financial Advisors
New York
$566K -$238K -880 -30%

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.