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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
Cohen & Steers
3201
Cohen & Steers
New York
$427K -$7.84K -29 -2%
MWP
3202
Meridian Wealth Partners
Pennsylvania
$425K -$13K -48 -3%
FSA
3203
Financial Security Advisor
Virginia
$424K -$20.8K -77 -5%
PC
3204
Permanens Capital
New York
$424K +$417K +1,543 New
MWM
3205
Mascoma Wealth Management
New Hampshire
$424K -$1.35K -5 -0.3%
PIMG
3206
Patriot Investment Management Group
Tennessee
$424K -$8.11K -30 -2%
CICC
3207
Capital Investment Counsel (Colorado)
Colorado
$423K +$16.8K +62 +4%
OPOWM
3208
One Plus One Wealth Management
Florida
$422K -$270 -1 -0.1%
BWCS
3209
Beirne Wealth Consulting Services
Connecticut
$422K
SHWM
3210
Smith & Howard Wealth Management
Georgia
$421K
RAM
3211
Roanoke Asset Management
New Jersey
$421K
V
3212
VeraBank
Texas
$421K -$2.7K -10 -0.6%
GHAM
3213
Gilman Hill Asset Management
Connecticut
$421K -$67.6K -250 -14%
OLVIG
3214
Oliver Lagore Vanvalin Investment Group
Michigan
$421K +$51.1K +189 +14%
FFO
3215
Fortitude Family Office
Arizona
$420K +$290K +1,071 +234%
CWM
3216
Cherrydale Wealth Management
New Jersey
$419K +$40.8K +151 +11%
MFWP
3217
Mosaic Family Wealth Partners
Missouri
$419K +$7.84K +29 +2%
WWP
3218
Waypoint Wealth Partners
California
$416K +$192K +712 +89%
CFFP
3219
Center for Financial Planning
Michigan
$416K +$2.43K +9 +0.6%
APG
3220
Abacus Planning Group
South Carolina
$415K +$91.7K +339 +29%
AWA
3221
Aletheian Wealth Advisors
Washington
$414K -$594K -2,197 -59%
TVAMP
3222
Tennessee Valley Asset Management Partners
Tennessee
$414K -$131K -483 -24%
LRWA
3223
Long Run Wealth Advisors
New York
$414K -$1.89K -7 -0.5%
PFM
3224
Phillips Financial Management
Indiana
$412K +$3.79K +14 +0.9%
EWS
3225
Eagle Wealth Strategies
New Jersey
$412K +$405K +1,499 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.