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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
C
3351
Covestor
United Kingdom
$336K +$14.6K +54 +5%
WWMSC
3352
Wagner Wealth Management (South Carolina)
South Carolina
$336K -$31.1K -115 -9%
GKIM
3353
GW&K Investment Management
Massachusetts
$335K +$25.1K +93 +8%
HIG
3354
Heritage Investment Group
Florida
$335K +$16K +59 +5%
PPH
3355
Pure Portfolios Holdings
Oregon
$334K +$329K +1,216 New
FP
3356
Financial Perspectives
Minnesota
$334K
ACC
3357
Acorn Creek Capital
Colorado
$334K +$2.43K +9 +0.7%
MBI
3358
May Barnhard Investments
Maryland
$333K -$17.3K -64 -5%
WA
3359
Wealthstream Advisors
New York
$333K +$66.5K +246 +25%
CA
3360
CGN Advisors
Kansas
$332K +$76K +281 +30%
I
3361
InceptionR
California
$332K -$1.53M -5,659 -82%
SLG
3362
Stanley-Laman Group
Pennsylvania
$331K -$185K -684 -36%
KPWG
3363
KFA Private Wealth Group
Virginia
$331K
MWPCG
3364
Measured Wealth Private Client Group
New Hampshire
$330K -$95.7K -354 -23%
FBFS
3365
First Business Financial Services
Wisconsin
$330K -$58.1K -215 -15%
CMP
3366
Courage Miller Partners
Virginia
$330K
PFA
3367
Plotkin Financial Advisors
Maryland
$330K
KWA
3368
Kellett Wealth Advisors
Ohio
$329K -$94.6K -350 -23%
ABTD
3369
Arvest Bank Trust Division
Oklahoma
$329K +$323K +1,196 New
CB
3370
Centennial Bank
Arkansas
$329K -$9.46K -35 -3%
RA
3371
Riversedge Advisors
Delaware
$327K -$15.4K -57 -5%
SL
3372
Salomon & Ludwin
Virginia
$326K +$5.68K +21 +2%
OAS
3373
Optivise Advisory Services
Tennessee
$326K +$320K +1,184 New
WAOTB
3374
Wealth Advisors of Tampa Bay
Florida
$325K +$320K +1,183 New
BBWP
3375
Beacon Bridge Wealth Partners
Pennsylvania
$325K

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.