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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
EA
3376
Enclave Advisors
Texas
$325K +$320K +1,182 New
EIP
3377
Ellis Investment Partners
Pennsylvania
$325K -$8.65K -32 -3%
WRM
3378
Weybosset Research & Management
Rhode Island
$325K -$29.2K -108 -8%
RFM
3379
Royal Fund Management
Florida
$325K +$320K +1,182 New
PMG
3380
Private Management Group
California
$325K +$1.08K +4 +0.3%
AAG
3381
Armstrong Advisory Group
Massachusetts
$324K -$7.84K -29 -2%
SC
3382
Summa Corp
Texas
$324K
TDC
3383
Thompson Davis & Co
Virginia
$324K +$24.3K +90 +8%
GFPC
3384
Global Financial Private Client
Florida
$323K -$1.31M -4,833 -80%
OHIS
3385
Oak Harvest Investment Services
Texas
$323K -$27K -100 -8%
TCB
3386
Texas Capital Bancshares
Texas
$321K
PRWA
3387
Platte River Wealth Advisors
Colorado
$320K
AWA
3388
ARQ Wealth Advisors
Arizona
$320K -$1.35K -5 -0.4%
NC
3389
NovaPoint Capital
Georgia
$317K
FIBT
3390
First International Bank & Trust
North Dakota
$317K +$26.2K +97 +9%
ODG
3391
O'Dell Group
Ohio
$317K +$270 +1 +0.1%
FDS
3392
Freedom Day Solutions
Texas
$316K -$6.76K -25 -2%
MLFP
3393
MPS Loria Financial Planners
Illinois
$314K
EGWAG
3394
Elwood & Goetz Wealth Advisory Group
Georgia
$314K +$309K +1,142 New
ARG
3395
Advisory Resource Group
Oklahoma
$314K -$5.68K -21 -2%
MWM
3396
MinichMacGregor Wealth Management
New York
$313K
EWM
3397
Elevatus Welath Management
New York
$313K -$1.42M -5,250 -82%
EL
3398
Essex LLC
Illinois
$313K
WA
3399
WealthTrust Axiom
Pennsylvania
$312K
MC
3400
McCarthy & Cox
Ohio
$312K -$29.2K -108 -9%

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.