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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
SM
3101
Sweeney & Michel
California
$503K +$3.24K +12 +0.7%
RIA
3102
Realta Investment Advisors
Delaware
$503K -$1.63M -6,014 -77%
PAG
3103
Paladin Advisory Group
Iowa
$502K
COCM
3104
Charter Oak Capital Management
New Hampshire
$502K +$166K +614 +51%
TWA
3105
Talisman Wealth Advisors
New Jersey
$502K -$811 -3 -0.2%
IA
3106
Insight Advisors
Pennsylvania
$501K +$5.41K +20 +1%
FA
3107
Financial Alternatives
California
$500K
CWMS
3108
Cannon Wealth Management Services
North Carolina
$499K +$491K +1,816 New
EW
3109
Element Wealth
Mississippi
$499K -$130K -479 -21%
SSA
3110
Sierra Summit Advisors
Nevada
$498K -$7.49M -27,700 -94%
PPW
3111
Parcion Private Wealth
Washington
$498K
IWS
3112
Insight Wealth Strategies
California
$497K +$811 +3 +0.2%
RB
3113
Rodgers Brothers
Pennsylvania
$497K
AC
3114
Apella Capital
Connecticut
$495K +$72.7K +269 +18%
CPA
3115
Clear Point Advisors
New York
$494K +$270 +1 +0.1%
MAG
3116
MRA Advisory Group
New Jersey
$494K -$123K -454 -20%
OIM
3117
Oder Investment Management
California
$493K -$41.6K -154 -8%
PCS
3118
Private Client Services
Kentucky
$492K -$6.76K -25 -1%
SFA
3119
Source Financial Advisors
New York
$490K -$19.2K -71 -4%
PA
3120
Probity Advisors
Texas
$490K -$7.03K -26 -1%
CWM
3121
Cedar Wealth Management
California
$489K -$120K -443 -20%
MAM
3122
Mainsail Asset Management
Alabama
$488K
W
3123
Wealthquest
Ohio
$488K -$4.33K -16 -0.9%
LJHT
3124
Laurie J. Hall Trustee
$488K
BDF
3125
Black Diamond Financial
Maryland
$488K +$6.22K +23 +1%

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.