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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
PWMG
3726
Private Wealth Management Group
New Jersey
$120K +$1.89K +7 +2%
S
3727
Sachetta
Massachusetts
$120K -$9.19K -34 -7%
CTWM
3728
Cherry Tree Wealth Management
Minnesota
$118K
TCM
3729
Tradewinds Capital Management
Washington
$117K +$1.35K +5 +1%
MAM
3730
Meeder Asset Management
Ohio
$116K -$23.3K -86 -17%
PA
3731
PSI Advisors
Florida
$116K -$7.3K -27 -6%
SC
3732
Stephens Consulting
Michigan
$115K -$10K -37 -8%
GC
3733
Globeflex Capital
California
$113K
RTL
3734
Red Tortoise LLC
Georgia
$110K
HB
3735
Horizon Bancorp
Indiana
$110K
ACA
3736
American Capital Advisory
Idaho
$110K -$3.79K -14 -3%
DCM
3737
Disciplina Capital Management
Tennessee
$108K -$18.1K -67 -15%
CWA
3738
Carolina Wealth Advisors
South Carolina
$108K -$1.89K -7 -2%
IRC
3739
Investors Research Corp
Georgia
$106K
EA
3740
Evolution Advisers
Virginia
$104K
VNA
3741
Valley National Advisers
Pennsylvania
$103K -$137K -505 -57%
BL
3742
BFSG LLC
California
$101K -$872K -3,227 -90%
CJL
3743
Cyrus J. Lawrence
New York
$100K
IAIM
3744
Industrial Alliance Investment Management
Quebec, Canada
$98K -$34.9K -129 -27%
CJ
3745
Caitlin John
Michigan
$96.3K -$97.1K -359 -54%
IWP
3746
IAG Wealth Partners
Wisconsin
$96.2K +$7.03K +26 +8%
GG
3747
Gleason Group
Kentucky
$96.2K +$270 +1 +0.3%
TWD
3748
True Wealth Design
Ohio
$94K +$86K +318 +1,325%
FFA
3749
Frazier Financial Advisors
Ohio
$93.6K -$13.8K -51 -13%
BHWM
3750
Bay Harbor Wealth Management
Maryland
$93.5K -$3.52K -13 -4%

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.