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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
MAM
3251
Marquette Asset Management
Minnesota
$396K +$190K +704 +96%
MWM
3252
Mosley Wealth Management
California
$395K +$57.3K +212 +18%
HNWAG
3253
High Net Worth Advisory Group
Florida
$395K
MSWM
3254
Mowery & Schoenfeld Wealth Management
Illinois
$395K +$33.8K +125 +10%
GSEP
3255
Golden State Equity Partners
California
$395K -$2.73M -10,101 -88%
PWP
3256
Precedent Wealth Partners
Texas
$394K -$7.57K -28 -2%
LCGC
3257
Legacy Capital Group California
California
$393K +$39.5K +146 +11%
DA
3258
DSC Advisors
Illinois
$392K +$1.08K +4 +0.3%
CCMI
3259
Creative Capital Management Investments
California
$392K
AC
3260
Allstate Corporation
Illinois
$392K -$1.05M -3,886 -73%
MWA
3261
Muirfield Wealth Advisors
North Carolina
$391K +$151K +558 +65%
LWM
3262
LongView Wealth Management
Georgia
$391K -$9.73K -36 -2%
IFA
3263
Index Fund Advisors
California
$390K
LWM
3264
Lakeridge Wealth Management
Ohio
$390K -$2.97K -11 -0.8%
PVAMC
3265
PPS&V Asset Management Consultants
Michigan
$389K -$4.33K -16 -1%
LWM
3266
LJI Wealth Management
Indiana
$388K -$1.62K -6 -0.4%
PFA
3267
Pathway Financial Advisors
Vermont
$388K +$45.7K +169 +14%
WJA
3268
Willis Johnson & Associates
Texas
$388K -$34.6K -128 -8%
ORC
3269
O'Rourke & Company
Massachusetts
$388K +$56.2K +208 +17%
CGA
3270
Crescent Grove Advisors
Illinois
$387K -$13.5K -50 -3%
CPCM
3271
Cardinal Point Capital Management
Ontario, Canada
$387K +$380K +1,406 New
MIM
3272
Martin Investment Management
Florida
$385K
WW
3273
Westshore Wealth
California
$385K +$270 +1 +0.1%
GWP
3274
Gateway Wealth Partners
Wisconsin
$383K +$11.4K +42 +3%
FWP
3275
Falcon Wealth Planning
California
$383K +$20.3K +75 +6%

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.