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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
PCI
3126
Planning Center Inc
Illinois
$483K +$3.52K +13 +0.7%
EIG
3127
Ellenbecker Investment Group
Wisconsin
$481K -$150K -555 -24%
SI
3128
Saxon Interests
Texas
$480K -$53K -196 -10%
HPM
3129
Hoxton Planning & Management
West Virginia
$479K +$3.79K +14 +0.8%
GEM
3130
Global Endowment Management
North Carolina
$476K -$965K -3,568 -67%
CWA
3131
CM Wealth Advisors
Ohio
$475K
HCA
3132
Heck Capital Advisors
Wisconsin
$474K -$13.5K -50 -3%
CFP
3133
Cascade Financial Partners
California
$474K +$9.46K +35 +2%
MFG
3134
Midwest Financial Group
Kansas
$473K +$811 +3 +0.2%
MKC
3135
M. Kraus & Co
Vermont
$473K -$6.76K -25 -1%
GA
3136
Gateway Advisory
New Jersey
$472K +$11.1K +41 +2%
FCFC
3137
First Citizens Financial Corp
Iowa
$472K
JCFM
3138
JBR Co Financial Management
Oklahoma
$470K -$14.1K -52 -3%
MMH
3139
Menora Mivtachim Holdings
Israel
$467K
RWPA
3140
Richard W. Paul & Associates
Michigan
$467K -$16.8K -62 -4%
JEST
3141
JTC Employer Solutions Trustee
Jersey
$467K
CIM
3142
Contravisory Investment Management
Massachusetts
$467K
SCA
3143
Sandy Cove Advisors
Massachusetts
$466K +$2.16K +8 +0.5%
RFN
3144
Redwood Financial Network
Ohio
$465K -$22.2K -82 -5%
HA
3145
Hofer & Associates
California
$465K +$1.08K +4 +0.2%
SFC
3146
SYM Financial Corp
Indiana
$465K +$53K +196 +13%
DP
3147
Divergent Planning
Maryland
$463K
BWA
3148
Burt Wealth Advisors
Maryland
$462K
AWP
3149
Abacus Wealth Partners
California
$461K +$79.8K +295 +21%
SWM
3150
Seed Wealth Management
Illinois
$460K

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.