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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
IWM
3551
Integris Wealth Management
California
$247K -$7.57K -28 -3%
EAM
3552
Everstar Asset Management
North Carolina
$247K +$243K +899 New
BIA
3553
BHK Investment Advisors
Alabama
$247K -$48.4K -179 -17%
DI
3554
DDFG Inc
California
$247K +$541 +2 +0.2%
IAG
3555
Investment Advisory Group
Massachusetts
$247K +$9.19K +34 +4%
LC
3556
Lavaca Capital
Texas
$246K -$7.84K -29 -3%
BRA
3557
Bender Robert & Associates
California
$246K +$242K +894 New
LFP
3558
Lakeshore Financial Planning
Michigan
$245K +$24.9K +92 +12%
MS
3559
Mizuho Securities
Japan
$245K -$414K -1,530 -63%
SP
3560
SWS Partners
Ohio
$244K +$811 +3 +0.3%
BF
3561
Brogan Financial
Tennessee
$243K +$8.11K +30 +4%
OCPWS
3562
One Charles Private Wealth Services
Massachusetts
$242K
IF
3563
IRON Financial
Illinois
$242K -$270 -1 -0.1%
HCM
3564
Hilton Capital Management
New York
$241K -$9.22M -34,090 -97%
MFS
3565
Madrona Financial Services
Washington
$240K -$33K -122 -12%
USB
3566
Union Savings Bank
Connecticut
$240K +$2.43K +9 +1%
JF
3567
Joule Financial
Kentucky
$239K -$12.7K -47 -5%
THCM
3568
Taylor Hoffman Capital Management
Virginia
$239K +$223K +825 New
AA
3569
Acorns Advisers
California
$239K +$19.7K +73 +9%
JLBC
3570
J.L. Bainbridge & Co
Florida
$238K
FMP
3571
Financial Management Professionals
Texas
$238K +$10.3K +38 +5%
EMFAT
3572
Emerald Mutual Fund Advisers Trust
Pennsylvania
$238K -$49.2K -182 -17%
IPWA
3573
International Private Wealth Advisors
California
$237K +$17.8K +66 +8%
HI
3574
Humankind Investments
New York
$237K +$22.2K +82 +11%
PWM
3575
Power Wealth Management
Georgia
$237K +$19.7K +73 +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.