We are live on ! Find out more

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
PS
3151
Planned Solutions
California
$460K +$8.65K +32 +2%
TFF
3152
The Family Firm
Maryland
$458K +$80.6K +298 +22%
OC
3153
Oarsman Capital
Wisconsin
$458K +$15.4K +57 +4%
SPWM
3154
Schrum Private Wealth Management
Florida
$458K -$1.48M -5,466 -77%
LGG
3155
Luts & Greenleigh Group
Maryland
$456K +$104K +384 +30%
VCM
3156
Vivaldi Capital Management
Illinois
$455K +$3.52K +13 +0.8%
CFG
3157
Carr Financial Group
Massachusetts
$455K +$13.8K +51 +3%
GSAM
3158
Grant Street Asset Management
Pennsylvania
$454K +$5.14K +19 +1%
WPWM
3159
Western Pacific Wealth Management
Illinois
$454K
PIM
3160
Pullen Investment Management
Florida
$454K +$7.84K +29 +2%
SSW
3161
Smith Shellnut Wilson
Mississippi
$453K +$5.14K +19 +1%
NIWA
3162
New Insight Wealth Advisors
California
$451K
RAS
3163
RPS Advisory Solutions
Kentucky
$451K -$41.6K -154 -9%
MHR
3164
Matthew Hamilton Rosenberg
$450K -$11.6K -43 -3%
BFWM
3165
Bright Futures Wealth Management
New York
$450K -$25.7K -95 -6%
CWA
3166
Consilio Wealth Advisors
Washington
$448K +$41.4K +153 +10%
BCMLT
3167
Beacon Capital Management LLC (Tennessee)
Tennessee
$447K +$65.2K +241 +17%
NRW
3168
Nova R Wealth
Kansas
$447K +$541 +2 +0.1%
RFP
3169
Root Financial Partners
California
$447K +$70K +259 +19%
CBTWT
3170
Community Bank & Trust (Waco, Texas)
Texas
$446K -$13.5K -50 -3%
VDI
3171
Vaughan David Investments
Illinois
$445K
TFM
3172
TFC Financial Management
Massachusetts
$444K +$109K +402 +33%
HWP
3173
Heritage Wealth Partners
Ohio
$444K -$239K -883 -35%
CAGAS
3174
Capital Advisory Group Advisory Services
Minnesota
$443K
IPW
3175
Intergy Private Wealth
Colorado
$443K +$13K +48 +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.