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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
HI
3601
Harrington Investments
California
$228K
DIA
3602
Dean Investment Associates
Ohio
$227K -$1.08K -4 -0.5%
SJGA
3603
Stephen J. Garry & Associates
New York
$227K
HAS
3604
Holland Advisory Services
Florida
$227K
WF
3605
Whelan Financial
California
$226K +$222K +821 New
BA
3606
Ballew Advisors
Mississippi
$225K +$220K +812 New
AIA
3607
Accelerate Investment Advisors
California
$224K +$221K +816 New
AIA
3608
Alternative Investment Advisors
Florida
$224K +$220K +815 New
PWA
3609
Providence Wealth Advisors
Illinois
$224K +$213K +788 New
DW
3610
Durante & Waters
New York
$223K
FWM
3611
Foguth Wealth Management
Michigan
$223K -$164K -606 -43%
SP
3612
Symmetry Partners
Connecticut
$222K -$2.17M -8,032 -91%
AEPWM
3613
Atlantic Edge Private Wealth Management
Florida
$221K
TA
3614
TrueWealth Advisors
Alabama
$220K -$99.5K -368 -31%
BWG
3615
Beta Wealth Group
California
$220K +$1.89K +7 +0.9%
KWM
3616
Kanen Wealth Management
Florida
$220K
SM
3617
Salzhauer Michael
$220K
BGAI
3618
Bruce G. Allen Investments
Colorado
$220K +$9.73K +36 +5%
MWM
3619
Massachusetts Wealth Management
Massachusetts
$220K -$16.8K -62 -7%
AMG
3620
Asset Management Group
Connecticut
$220K +$216K +799 New
FF
3621
Francis Financial
$219K -$18.1K -67 -8%
EA
3622
Ergawealth Advisors
Illinois
$219K +$9.46K +35 +5%
TMWM
3623
Taylor & Morgan Wealth Management
Michigan
$219K -$15.1K -56 -7%
GWWM
3624
Great Waters Wealth Management
Minnesota
$219K
FIM
3625
Fruth Investment Management
Texas
$219K +$270 +1 +0.1%

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.