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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
BFS
3051
Burr Financial Services
California
$549K
HZ
3052
Hixon Zuercher
Ohio
$547K +$18.9K +70 +4%
OWM
3053
OneAscent Wealth Management
Alabama
$547K -$89.2K -330 -14%
PHWM
3054
Pine Harbor Wealth Management
Maryland
$546K -$81.1K -300 -13%
VFPW
3055
Vantage Financial Partners (Wisconsin)
Wisconsin
$545K -$49.5K -183 -8%
NJIM
3056
Nabity-Jensen Investment Management
Nebraska
$544K +$81.1K +300 +18%
CPA
3057
Capital Performance Advisors
California
$542K +$219K +811 +70%
CG
3058
Clifford Group
Massachusetts
$541K -$14.6K -54 -3%
SAMC
3059
Spectrum Asset Management (California)
California
$541K -$797K -2,949 -60%
MWA
3060
MFA Wealth Advisors
Pennsylvania
$541K -$3.79M -14,029 -88%
AO
3061
Allen Operations
New York
$541K
SIM
3062
Studio Investment Management
Illinois
$539K +$18.4K +68 +4%
EBA
3063
Eagle Bay Advisors
New York
$538K +$1.62K +6 +0.3%
FCM
3064
Family Capital Management
Michigan
$538K +$24.1K +89 +5%
AP
3065
Advisors Preferred
Maryland
$538K +$169K +624 +48%
EC
3066
EdgeRock Capital
Colorado
$536K +$27.8K +103 +6%
CPWA
3067
Cerro Pacific Wealth Advisors
California
$533K
PWA
3068
Physician Wealth Advisors
Utah
$532K -$51.4K -190 -9%
BIP
3069
Blue Investment Partners
California
$532K
EA
3070
Emerald Advisors
Washington
$532K +$14.6K +54 +3%
DWA
3071
Dougherty Wealth Advisers
Minnesota
$530K
JJBC
3072
James J. Burns & Company
New York
$530K +$30K +111 +6%
WAM
3073
Worth Asset Management
Texas
$529K +$111K +412 +27%
MAG
3074
M3 Advisory Group
Massachusetts
$528K +$47K +174 +10%
GAM
3075
Garrison Asset Management
Arkansas
$528K +$13.2K +49 +3%

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.