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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
FCMT
3701
Founders Capital Management (Texas)
Texas
$170K -$31.4K -116 -16%
AP
3702
Atwood & Palmer
Missouri
$167K +$811 +3 +0.5%
MB
3703
Mizuho Bank
Japan
$165K
TAM
3704
Tucker Asset Management
Colorado
$163K +$5.41K +20 +3%
WAG
3705
Wiser Advisor Group
Arizona
$161K -$6.49K -24 -4%
BC
3706
Barrett & Company
Rhode Island
$160K
DCBT
3707
Dakota Community Bank & Trust
North Dakota
$158K -$1.35K -5 -0.9%
BBPWM
3708
Blue Bell Private Wealth Management
Pennsylvania
$154K +$11.6K +43 +8%
FCG
3709
Financial Connections Group
California
$151K -$30K -111 -17%
AWM
3710
Activest Wealth Management
Florida
$150K +$36K +133 +32%
IA
3711
IFS Advisors
Kansas
$145K
RWML
3712
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$143K +$8.38K +31 +6%
NECFA
3713
New England Capital Financial Advisors
Connecticut
$141K -$2.43K -9 -2%
CPG
3714
Cornerstone Planning Group
New Jersey
$140K +$10.5K +39 +9%
TC
3715
Truvestments Capital
Florida
$133K +$131K +483 New
TLA
3716
Tanglewood Legacy Advisors
Texas
$132K
RSA
3717
River Street Advisors
Illinois
$129K +$127K +469 New
NCM
3718
Northwest Capital Management
Oregon
$128K
LWA
3719
Lowe Wealth Advisors
Maryland
$128K +$2.16K +8 +2%
HWM
3720
HighMark Wealth Management
Minnesota
$128K -$1.08K -4 -0.9%
HC
3721
Hara Capital
Washington
$126K +$124K +460 New
FGC
3722
Financial Gravity Companies
Texas
$125K +$123K +454 New
TC
3723
Tacita Capital
Ontario, Canada
$122K
AFS
3724
Annapolis Financial Services
Maryland
$121K +$811 +3 +0.7%
AW
3725
Avion Wealth
Texas
$120K -$270 -1 -0.2%

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.