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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
FNBTCON
3626
First National Bank & Trust Co of Newtown
Pennsylvania
$219K
AC
3627
AWM Capital
Arizona
$219K +$215K +796 New
Betterment LLC
3628
Betterment LLC
New York
$218K +$7.84K +29 +4%
WIM
3629
Westside Investment Management
California
$218K -$8.11K -30 -4%
OWM
3630
Opes Wealth Management
California
$217K
TWM
3631
Tanager Wealth Management
United Kingdom
$217K +$213K +789 New
HCM
3632
HMS Capital Management
Tennessee
$217K
JTWM
3633
Jackson Thornton Wealth Management
Alabama
$216K
WP
3634
Woodline Partners
California
$216K +$212K +784 New
CP
3635
Capital Planning
Washington
$215K +$212K +783 New
WWC
3636
Waypoint Wealth Counsel
Georgia
$215K +$211K +782 New
FCT
3637
First Community Trust
Iowa
$215K
RRCM
3638
Rappaport Reiches Capital Management
Illinois
$214K +$1.89K +7 +0.9%
AW
3639
Apricus Wealth
South Carolina
$214K
DWA
3640
Delap Wealth Advisory
Oregon
$214K -$48.7K -180 -19%
WQ
3641
Wealth Quarterback
New Jersey
$214K -$16.8K -62 -7%
AAIM
3642
Asset Advisors Investment Management
Georgia
$214K
WWM
3643
Whalen Wealth Management
Nevada
$213K +$210K +776 New
KNFPWM
3644
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$213K +$270 +1 +0.1%
RAG
3645
RIA Advisory Group
Iowa
$213K +$210K +775 New
HPC
3646
Hobart Private Capital
North Carolina
$212K +$208K +771 New
EARNEST Partners
3647
EARNEST Partners
Georgia
$212K -$1.08K -4 -0.5%
CI
3648
Chartist Inc
California
$212K
NRI
3649
NFP Retirement Inc
California
$211K +$208K +768 New
HBWM
3650
Hollow Brook Wealth Management
New York
$211K -$23K -85 -10%

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.