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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
CFO
3026
Collective Family Office
Pennsylvania
$564K -$39.2K -145 -7%
LA
3027
LexAurum Advisors
Kansas
$564K -$2.16K -8 -0.4%
MWM
3028
Merriman Wealth Management
Washington
$564K +$142K +526 +35%
VWM
3029
Vivid Wealth Management
Iowa
$563K -$250K -923 -31%
SFG
3030
SNS Financial Group
Minnesota
$562K +$7.84K +29 +1%
CRI
3031
Colonial River Investments
Virginia
$562K +$298K +1,103 +117%
C1AG
3032
Client 1st Advisory Group
Florida
$562K -$34.3K -127 -6%
KWM
3033
KFG Wealth Management
Indiana
$562K +$294K +1,086 +113%
RWM
3034
RKL Wealth Management
Pennsylvania
$562K -$13.2K -49 -2%
PSCM
3035
Per Stirling Capital Management
Texas
$562K +$17.3K +64 +3%
NFSG
3036
Newbridge Financial Services Group
Florida
$560K +$138K +512 +34%
WIM
3037
WealthPlan Investment Management
Nebraska
$560K -$1.16M -4,301 -68%
YWS
3038
Yarger Wealth Strategies
Ohio
$557K +$33.8K +125 +7%
BC
3039
Belmont Capital
California
$557K
FNWA
3040
Financial Network Wealth Advisors
Utah
$555K -$270 -1 -0%
CSWM
3041
Cassady Schiller Wealth Management
Ohio
$555K
TI
3042
Truepoint Inc
Ohio
$552K +$39.2K +145 +8%
AHIA
3043
Andrew Hill Investment Advisors
Florida
$552K -$1.52M -5,616 -74%
HIM
3044
Hillsdale Investment Management
Ontario, Canada
$551K -$224K -828 -29%
HFM
3045
Harvest Fund Management
China
$551K -$1.87M -6,922 -78%
HTHT
3046
Hemenway Trust Hemenway Trust
New Hampshire
$551K -$120K -445 -18%
VV
3047
Verity & Verity
South Carolina
$551K -$146K -541 -21%
FM
3048
Freemont Management
Switzerland
$550K +$48.7K +180 +10%
KFI
3049
Key Financial Inc
Pennsylvania
$550K +$5.68K +21 +1%
BAM
3050
Blueshift Asset Management
New Jersey
$549K -$394K -1,459 -42%

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.