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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
BFG
3176
Bouchey Financial Group
New York
$441K +$19.5K +72 +5%
SWM
3177
Sagace Wealth Management
Florida
$441K +$425K +1,572 New
EB
3178
Exchange Bank
California
$441K -$1.89K -7 -0.4%
SFC
3179
Strategic Financial Concepts
Texas
$441K -$109M -401,762 -100%
ACA
3180
Atlas Capital Advisors
Wyoming
$440K -$6.16M -22,800 -93%
AHL
3181
Abel Hall LLC
Louisiana
$439K -$23.8K -88 -5%
WFMPM
3182
Woodley Farra Manion Portfolio Management
Indiana
$439K -$226K -836 -34%
WDG
3183
Wealth Dimensions Group
Ohio
$438K -$9.73K -36 -2%
SHF
3184
Stage Harbor Financial
Massachusetts
$438K -$50.8K -188 -11%
CWM
3185
Chesapeake Wealth Management
Virginia
$438K -$48.1K -178 -10%
WA
3186
Westfuller Advisors
New York
$437K +$430K +1,589 New
TC
3187
TwinBeech Capital
New York
$437K -$66.6M -246,280 -99%
AGC
3188
Aspen Grove Capital
Colorado
$436K -$541 -2 -0.1%
SCA
3189
Sippican Capital Advisors
Massachusetts
$436K
IF
3190
Integrity Financial
Wyoming
$434K +$54.1K +200 +15%
SRC
3191
Shufro Rose & Co
New York
$434K
YWM
3192
Yoder Wealth Management
California
$434K -$17.6K -65 -4%
CWC
3193
Carolinas Wealth Consulting
North Carolina
$433K -$117K -432 -22%
FFWM
3194
Future Financial Wealth Management
Ohio
$432K
AA
3195
AJ Advisors
Tennessee
$432K +$13K +48 +3%
TCWM
3196
Total Clarity Wealth Management
Illinois
$431K -$37.6K -139 -8%
SNBOSD
3197
Security National Bank of So Dak
Iowa
$430K
VP
3198
Verum Partners
North Carolina
$429K -$11.1K -41 -3%
MIAS
3199
Mason Investment Advisory Services
Virginia
$429K -$7.57K -28 -2%
RWA
3200
Redhawk Wealth Advisors
Minnesota
$428K -$98.4K -364 -19%

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.