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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
FAM
3501
Flaharty Asset Management
Florida
$264K
VCWA
3502
Vanguard Capital Wealth Advisors
Colorado
$264K +$14.6K +54 +6%
AF
3503
Affiance Financial
Minnesota
$262K +$13.2K +49 +5%
EWA
3504
Evolution Wealth Advisors
Florida
$262K -$13.2K -49 -5%
LC
3505
LCNB Corp
Ohio
$262K -$10.8K -40 -4%
ORAM
3506
One River Asset Management
Connecticut
$262K -$1.07M -3,946 -81%
AWM
3507
Abound Wealth Management
Tennessee
$261K +$28.9K +107 +13%
HFA
3508
Highland Financial Advisors
New Jersey
$261K
OGF
3509
Orin Green Financial
California
$261K
CWM
3510
Chemistry Wealth Management
New York
$261K +$13.5K +50 +6%
RA
3511
Rise Advisors
New York
$261K -$7.57K -28 -3%
CCA
3512
Cadent Capital Advisors
Oklahoma
$260K +$2.7K +10 +1%
EA
3513
Eclectic Associates
California
$260K -$4.33K -16 -2%
KSWWM
3514
Keyes Stange & Wooten Wealth Management
Florida
$260K -$3.79K -14 -1%
EM
3515
ELCO Management
New York
$260K -$7.03K -26 -3%
JPG
3516
Jordan Park Group
California
$259K +$255K +943 New
AFO
3517
Arrowroot Family Office
California
$259K +$4.6K +17 +2%
LAM
3518
LifePro Asset Management
California
$259K +$254K +941 New
BWA
3519
BlueSky Wealth Advisors
North Carolina
$258K -$20.5K -76 -7%
SIM
3520
Seaview Investment Managers
Florida
$258K +$254K +940 New
WC
3521
Wynn Capital
Georgia
$258K
TAM
3522
TCP Asset Management
Ohio
$257K +$253K +936 New
KFS
3523
Keynote Financial Services
Connecticut
$257K +$23K +85 +10%
PWA
3524
Phoenix Wealth Advisors
North Carolina
$256K -$54.1K -200 -18%
EMAM
3525
Encompass More Asset Management
California
$256K +$252K +931 New

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.