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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
MCM
3076
Monarch Capital Management
Indiana
$525K -$5.68K -21 -1%
RIP
3077
RAM Investment Partners
Washington
$524K +$17.3K +64 +3%
NIC
3078
Northwest Investment Counselors
Oregon
$523K +$8.11K +30 +2%
CFD
3079
Creative Financial Designs
Indiana
$521K -$54.1K -200 -10%
PTC
3080
Petrus Trust Company
Texas
$520K +$512K +1,893 New
GIM
3081
Guardian Investment Management
California
$518K -$6.19M -22,900 -66%
ODIJL
3082
One Day In July LLC
Vermont
$516K +$152K +561 +43%
HFP
3083
Holistic Financial Partners
Indiana
$516K +$12.4K +46 +3%
LCM
3084
LVM Capital Management
Michigan
$516K
HI
3085
Hudock Inc
Pennsylvania
$516K -$1.35K -5 -0.3%
SAM
3086
Smithbridge Asset Management
Pennsylvania
$513K +$811 +3 +0.2%
BPFA
3087
Barnes Pettey Financial Advisors
Mississippi
$512K +$45.1K +167 +10%
GPW
3088
Gentry Private Wealth
Kansas
$512K +$541 +2 +0.1%
MA
3089
MKT Advisors
California
$510K +$13.8K +51 +3%
CCA
3090
Catalyst Capital Advisors
New York
$510K -$3.1M -11,475 -86%
JWM
3091
Jeppson Wealth Management
California
$509K -$541 -2 -0.1%
MIG
3092
McGuire Investment Group
Rhode Island
$509K
FWI
3093
Facet Wealth Inc
Maryland
$509K +$7.3K +27 +2%
DB
3094
Dravo Bay
Delaware
$508K -$14.1K -52 -3%
OPPS
3095
Obsidian Personal Planning Solutions
Maryland
$507K -$12.2K -45 -3%
MAC
3096
Mason & Associates (California)
California
$507K -$181K -671 -27%
MMHP
3097
Murphy Middleton Hinkle & Parker
Georgia
$505K
FIC
3098
FCG Investment Company
Tennessee
$504K +$43.8K +162 +10%
CIG
3099
Cairn Investment Group
Washington
$504K -$1.35K -5 -0.3%
SHF
3100
Safe Harbor Fiduciary
Florida
$504K +$495K +1,832 New

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.