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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
FWM
3401
Focused Wealth Management
New York
$311K +$37.3K +138 +14%
SFCL
3402
Strengthening Families & Communities LLC
Massachusetts
$311K -$5.95K -22 -2%
PSF
3403
Pacific Sun Financial
California
$311K
FWM
3404
Forza Wealth Management
Florida
$311K +$23K +85 +8%
BO
3405
Bank OZK
Arkansas
$310K +$41.4K +153 +16%
PAG
3406
Powers Advisory Group
Illinois
$310K +$270 +1 +0.1%
APW
3407
Aurora Private Wealth
New Jersey
$309K +$11.6K +43 +4%
LFGO
3408
Legacy Financial Group (Oklahoma)
Oklahoma
$309K +$288K +1,065 New
AWAP
3409
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$308K +$10.5K +39 +4%
FWM
3410
Fortress Wealth Management
California
$308K -$4.33K -16 -1%
SC
3411
Saturna Capital
Washington
$307K
SEA
3412
Stegent Equity Advisors
Texas
$306K -$39.7K -147 -12%
DWM
3413
Dechtman Wealth Management
Colorado
$306K +$270 +1 +0.1%
GWA
3414
Geometric Wealth Advisors
District of Columbia
$305K
MSA
3415
McAlister Sweet & Associates
Texas
$305K
GCA
3416
Greenwood Capital Associates
South Carolina
$304K -$3.52K -13 -1%
UWPG
3417
Ullmann Wealth Partners Group
Florida
$303K -$16.8K -62 -5%
CIC
3418
Cutler Investment Counsel
Oregon
$303K +$5.95K +22 +2%
CW
3419
Cook Wealth
North Carolina
$303K
WCM
3420
Windward Capital Management
California
$302K +$297K +1,100 New
TWM
3421
Triton Wealth Management
Arizona
$302K
B
3422
Barings
North Carolina
$302K +$61.9K +229 +26%
AIA
3423
AIMZ Investment Advisors
California
$301K -$5.68K -21 -2%
BDFN
3424
Bond & Devick Financial Network
Minnesota
$300K
PJWM
3425
Philip James Wealth Mangement
Georgia
$299K +$1.62K +6 +0.6%

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.