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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
AIP
3301
Almanack Investment Partners
Pennsylvania
$369K -$4.6K -17 -1%
NWWA
3302
New Wave Wealth Advisors
Arkansas
$368K -$340K -1,256 -48%
HOWA
3303
Heritage Oak Wealth Advisors
Florida
$368K +$362K +1,340 New
BBNB
3304
Baker Boyer National Bank
Washington
$368K
FC
3305
Financial Council
Maryland
$366K
BBA
3306
Braun-Bostich & Associates
Pennsylvania
$365K -$61.6K -228 -15%
PFT
3307
Providence First Trust
Arizona
$365K +$14.9K +55 +4%
CL
3308
CIM LLC
New York
$365K
KFC
3309
Klingenstein Fields & Co
New York
$364K
DWS
3310
Discipline Wealth Solutions
South Carolina
$364K +$358K +1,323 New
GC
3311
Gibson Capital
Pennsylvania
$363K
SFG
3312
Seamount Financial Group
Colorado
$363K +$2.7K +10 +0.8%
KAM
3313
KEB Asset Management
Illinois
$362K +$28.1K +104 +9%
FC
3314
Fusion Capital
South Carolina
$361K -$13.2K -49 -4%
KFA
3315
Kelleher Financial Advisors
New York
$360K
NCM
3316
Next Capital Management
New York
$360K -$120K -444 -25%
FWM
3317
Finer Wealth Management
Massachusetts
$359K -$152K -563 -30%
WA
3318
Waterford Advisors
New York
$359K -$6.76K -25 -2%
OCM
3319
Orser Capital Management
Texas
$358K -$13.5K -50 -4%
PA
3320
Prism Advisors
California
$358K
EFG
3321
Embree Financial Group
Illinois
$358K +$541 +2 +0.2%
NIA
3322
NIA Impact Advisors
California
$357K -$27K -100 -7%
PFS
3323
Prospect Financial Services
New York
$357K +$351K +1,298 New
FI
3324
Finivi Inc
Massachusetts
$356K -$236K -872 -40%
MA
3325
MBA Advisors
Pennsylvania
$355K +$8.92K +33 +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.