We are live on ! Find out more

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
ODFS
3676
O'Donnell Financial Services
California
$205K +$202K +747 New
BAM
3677
Brave Asset Management
New Jersey
$205K +$202K +746 New
EWM
3678
Edge Wealth Management
New York
$205K +$201K +745 New
HFS
3679
Heritage Financial Services
Massachusetts
$205K +$201K +745 New
CIA
3680
Cladis Investment Advisory
Montana
$205K +$201K +744 New
GWMIA
3681
Global Wealth Management Investment Advisory
Florida
$205K +$201K +744 New
SWM
3682
Silverlake Wealth Management
Vermont
$204K -$25.7K -95 -11%
BA
3683
Bridge Advisory
California
$204K -$22.2K -82 -10%
KL
3684
KWMG LLC
Kansas
$203K +$200K +739 New
IW
3685
Instrumental Wealth
Florida
$203K +$196K +724 New
IPW
3686
Invictus Private Wealth
Colorado
$203K -$12.7K -47 -6%
YAM
3687
Yacktman Asset Management
Texas
$201K +$198K +732 New
WAG
3688
Wheelhouse Advisory Group
Missouri
$201K +$197K +730 New
DFA
3689
DHK Financial Advisors
New Hampshire
$200K +$197K +729 New
BSHC
3690
Breed's Hill Capital
Massachusetts
$200K +$197K +728 New
MLA
3691
MB, Levis & Associates
Pennsylvania
$193K
AA
3692
AlphaCentric Advisors
Puerto Rico
$190K -$12.7K -47 -6%
DWS
3693
Dynamic Wealth Strategies
California
$187K -$14.9K -55 -7%
CYG
3694
Clean Yield Group
Vermont
$187K +$37K +137 +25%
FA
3695
Financial Avengers
California
$186K +$541 +2 +0.3%
EPW
3696
Evergreen Private Wealth
Colorado
$183K +$1.35K +5 +0.8%
RP
3697
Rowlandmiller & Partners
Georgia
$183K -$48.9K -181 -21%
AWM
3698
AllSquare Wealth Management
New York
$182K
MFG
3699
Mendota Financial Group
Wisconsin
$180K -$64.3K -238 -27%
PCA
3700
Providence Capital Advisors
North Carolina
$178K -$1.62K -6 -0.9%

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.