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
EA
3226
Echo45 Advisors
California
$412K -$23.3K -86 -5%
SC
3227
Seldon Capital
California
$411K
PBO
3228
Peoples Bank (Ohio)
Ohio
$411K -$2.7K -10 -0.7%
WA
3229
WESPAC Advisors
California
$411K
LFG
3230
Lockerman Financial Group
California
$409K -$24.6K -91 -6%
FWP
3231
Firethorn Wealth Partners
Georgia
$409K +$2.97K +11 +0.7%
CHA
3232
Carmichael Hill & Associates
Maryland
$406K -$86.5K -320 -18%
DWM
3233
Defined Wealth Management
Oregon
$406K +$15.7K +58 +4%
IWM
3234
Iams Wealth Management
Nebraska
$406K +$88.1K +326 +28%
MIM
3235
Marco Investment Management
Georgia
$405K -$17.8K -66 -4%
CCA
3236
Carrera Capital Advisors
Michigan
$404K +$34.1K +126 +9%
MWA
3237
Motive Wealth Advisors
Michigan
$404K
PPW
3238
Presilium Private Wealth
Pennsylvania
$404K
SIC
3239
Schwartz Investment Counsel
Michigan
$404K
FFG
3240
Fortem Financial Group
California
$404K +$5.14K +19 +1%
MWC
3241
MBM Wealth Consultants
Missouri
$403K
UBG
3242
United Bank (Georgia)
Georgia
$402K -$2.7K -10 -0.7%
SA
3243
Skyline Advisors
Washington
$401K +$27.6K +102 +8%
BFPW
3244
BOK Financial Private Wealth
Colorado
$399K +$2.16K +8 +0.6%
CHA
3245
Cooper/Haims Advisors
New York
$399K -$9.46K -35 -2%
WFA
3246
WestHill Financial Advisors
California
$399K +$21.1K +78 +6%
TPWA
3247
Twin Peaks Wealth Advisors
California
$398K -$19.7K -73 -5%
RPCA
3248
Running Point Capital Advisors
California
$398K -$107K -395 -21%
SF
3249
Safeguard Financial
Wisconsin
$397K +$110K +406 +39%
AMG
3250
Advisors Management Group
Wisconsin
$397K -$1.89K -7 -0.5%

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.