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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
AAM
3576
AR Asset Management
California
$236K +$16.2K +60 +8%
IA
3577
Inspire Advisors
Idaho
$236K +$7.03K +26 +3%
IPW
3578
Impact Partnership Wealth
Georgia
$235K -$14.1K -52 -6%
AHB
3579
Abner Herrman & Brock
New Jersey
$235K -$18.9K -70 -8%
CW
3580
Code Waechter
Florida
$235K +$231K +854 New
RWMG
3581
Redwood Wealth Management Group
New Jersey
$235K -$14.9K -55 -6%
OFS
3582
Oldfather Financial Services
Nebraska
$234K +$9.19K +34 +4%
VCAM
3583
Van Cleef Asset Management
Ohio
$234K
WAS
3584
Wealth Advisory Solutions
Indiana
$233K -$270 -1 -0.1%
UOTTAIMCU
3585
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$233K +$35.1K +130 +18%
CCM
3586
Carlson Capital Management
Minnesota
$232K +$6.76K +25 +3%
CFA
3587
Capstone Financial Advisors
Illinois
$231K +$3.79K +14 +2%
SNBOSCI
3588
Security National Bank of Sioux City Iowa
Iowa
$231K -$13.5K -50 -6%
PAM
3589
Paradigm Asset Management
New York
$231K
EF
3590
Exeter Financial
Arizona
$230K -$99.2K -367 -30%
SKK
3591
Shepherd Kaplan Krochuk
Massachusetts
$230K
RW
3592
RVW Wealth
California
$230K
IF
3593
Ironwood Financial
Arizona
$230K +$226K +835 New
NMM
3594
Naples Money Management
Florida
$229K
JWS
3595
Juncture Wealth Strategies
Arizona
$229K -$4.6K -17 -2%
TI
3596
TTP Investments
California
$229K +$541 +2 +0.2%
FWM
3597
FSA Wealth Management
Massachusetts
$228K +$224K +830 New
PFA
3598
Pettinga Financial Advisors
Indiana
$228K +$224K +829 New
POIA
3599
Pin Oak Investment Advisors
Texas
$228K +$12.2K +45 +6%
ACM
3600
Academy Capital Management
Texas
$228K

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.