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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
BGA
3801
Battery Global Advisors
Massachusetts
$47.7K +$47K +174 New
TCM
3802
TruNorth Capital Management
Michigan
$47K +$10.8K +40 +31%
DWA
3803
Delos Wealth Advisors
Texas
$46.7K -$26.2K -97 -36%
MDCM
3804
Morgan Dempsey Capital Management
Wisconsin
$44K
CMA
3805
Cedar Mountain Advisors
Oregon
$42.1K -$1.08K -4 -3%
VWWMG
3806
Vermillion & White Wealth Management Group
Pennsylvania
$42K
CIR
3807
Clear Investment Research
Georgia
$41.9K
HF
3808
Halpern Financial
Virginia
$41.5K
ATC
3809
Advantage Trust Company
Kansas
$41.2K
PCM
3810
Perritt Capital Management
Illinois
$40.1K
WFA
3811
West Financial Advisors
Iowa
$39.9K +$19.7K +73 +101%
HFS
3812
Horizon Financial Services
North Carolina
$38.3K -$3.24K -12 -8%
CFS
3813
CGC Financial Services
Oregon
$37.1K
CWM
3814
CarsonAllaria Wealth Management
Illinois
$37K
CFG
3815
CKW Financial Group
Hawaii
$35K
EIM
3816
Essex Investment Management
Massachusetts
$32.2K
AA
3817
AlphaMark Advisors
Kentucky
$32K
NA
3818
Nordwand Advisors
Pennsylvania
$31.6K
AAG
3819
Accordant Advisory Group
Maryland
$31.1K +$3.24K +12 +12%
OSNBOA
3820
Old Second National Bank of Aurora
Illinois
$30.8K
RWM
3821
Reston Wealth Management
Virginia
$30.5K +$30K +111 New
KC
3822
Kepos Capital
New York
$29K -$5.95K -22 -17%
ACM
3823
Anfield Capital Management
California
$28K +$13.5K +50 +96%
CIAS
3824
CBIZ Investment Advisory Services
Ohio
$27.5K
LFA
3825
Legend Financial Advisors
Pennsylvania
$27.5K -$421K -1,558 -94%

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.