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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
BTC
3751
Bank & Trust Company
Illinois
$90.5K -$2.7K -10 -3%
W
3752
WealthCollab
Washington
$90.2K
DWM
3753
Dogwood Wealth Management
Kansas
$89.5K -$895K -3,310 -91%
WOSD
3754
WFA of San Diego
California
$89.4K
DPW
3755
DiNuzzo Private Wealth
Pennsylvania
$87.2K
KWAG
3756
Kiely Wealth Advisory Group
North Carolina
$85.1K
LG
3757
LAM Group
Oregon
$82.5K
1IA
3758
1620 Investment Advisors
Massachusetts
$81.9K +$4.6K +17 +6%
PA
3759
Pineridge Advisors
Missouri
$81.3K -$13.2K -49 -14%
CA
3760
Claris Advisors
Missouri
$80.6K +$79.2K +293 New
MCM
3761
MidAtlantic Capital Management
Virginia
$80.3K -$32.4K -120 -29%
VWA
3762
Valued Wealth Advisors
Utah
$79.5K +$5.41K +20 +7%
BFA
3763
BBJS Financial Advisors
Washington
$78.4K +$40.6K +150 +111%
RBC
3764
Roble Belko & Company
Pennsylvania
$77K
LIS
3765
Legacy Investment Solutions
Idaho
$76.8K +$67K +248 New
LWMI
3766
Legacy Wealth Management (Idaho)
Idaho
$76.8K +$67K +248 New
PP
3767
Pingora Partners
Wyoming
$75.6K -$20.3K -75 -21%
CSC
3768
Cove Street Capital
California
$75.6K +$74.3K +275 New
NBT
3769
Northwest Bank & Trust
Iowa
$74.5K
IHWM
3770
Iron Horse Wealth Management
Iowa
$74.2K +$10K +37 +16%
CM
3771
Capula Management
Cayman Islands
$73.7K -$187K -691 -72%
RWA
3772
Redmont Wealth Advisors
Illinois
$73.7K
MCA
3773
Maryland Capital Advisors
Maryland
$72.9K -$40.6K -150 -36%
RDFA
3774
Ritter Daniher Financial Advisory
Ohio
$72.6K
BHWM
3775
Beaird Harris Wealth Management
Texas
$68.7K -$811 -3 -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.