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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
EPWM
3526
Essex Private Wealth Management
Massachusetts
$256K
LWMT
3527
Legacy Wealth Management (Tennessee)
Tennessee
$255K +$251K +929 New
NA
3528
Nottingham Advisors
New York
$255K -$433K -1,600 -63%
SPI
3529
Sutton Place Investors
New York
$255K +$30K +111 +14%
MP
3530
McDonald Partners
Ohio
$254K
CA
3531
CapWealth Advisors
Tennessee
$254K +$249K +922 New
BA
3532
Bellwether Advisors
Nebraska
$253K -$8.11K -30 -3%
HFS
3533
Howard Financial Services
Texas
$253K +$5.41K +20 +2%
JWWM
3534
Johnson & White Wealth Management
Pennsylvania
$253K +$1.62K +6 +0.7%
LSA
3535
L & S Advisors
California
$253K -$3.95M -14,597 -94%
PWP
3536
Pursue Wealth Partners
California
$252K -$320K -1,183 -56%
SWRP
3537
Summit Wealth & Retirement Planning
California
$252K +$1.62K +6 +0.7%
ACM
3538
Ardent Capital Management
Ohio
$252K
BBWA
3539
Bell & Brown Wealth Advisors
California
$251K -$40.6K -150 -14%
APM
3540
Advanced Portfolio Management
New York
$251K -$214K -791 -46%
GB
3541
Goepper Burkhardt
South Carolina
$251K -$3.24K -12 -1%
EWP
3542
Elevation Wealth Partners
California
$250K
HIM
3543
Hanlon Investment Management
New Jersey
$249K +$22.4K +83 +10%
HWM
3544
Horizon Wealth Management
Illinois
$249K
FFP
3545
Forbes Financial Planning
Rhode Island
$249K
WP
3546
Wealthspan Partners
Iowa
$248K -$1.62K -6 -0.7%
MWM
3547
Melfa Wealth Management
Massachusetts
$248K -$10.8K -40 -4%
Dodge & Cox
3548
Dodge & Cox
California
$247K -$27K -100 -10%
LFASL
3549
Lugano Financial Advisors SA (LFA)
Switzerland
$247K -$24.6K -91 -9%
SC
3550
Schulhoff & Co
Ohio
$247K

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.