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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
ST
3951
Sageworth Trust
Pennsylvania
-$381K -1,450 Closed
HP
3952
HT Partners
Connecticut
-$361K -1,374 Closed
MWM
3953
Maripau Wealth Management
Indiana
-$343K -1,308 Closed
CBFP
3954
Cedar Brook Financial Partners
Ohio
-$334K -1,273 Closed
TWP
3955
Triad Wealth Partners
Kansas
-$315K -1,201 Closed
HHGA
3956
Halbert Hargrove Global Advisors
California
-$303K -1,155 Closed
T
3957
TCWP
Ohio
-$288K -1,097 Closed
AAM
3958
Ameraudi Asset Management
New York
-$286K -1,090 Closed
GWI
3959
Grace & White Inc
New York
-$252K -960 Closed
PWA
3960
Peterson Wealth Advisors
Utah
-$243K -926 Closed
CWA
3961
Centennial Wealth Advisory
Michigan
-$242K -922 Closed
WSFG
3962
Wall Street Financial Group
Illinois
-$238K -907 Closed
CWM
3963
Campbell Wealth Management
Virginia
-$238K -905 Closed
UWM
3964
USAdvisors Wealth Management
Minnesota
-$237K -903 Closed
SW
3965
SMART Wealth
Nebraska
-$237K -901 Closed
ST
3966
Sentinel Trust
Texas
-$236K -899 Closed
SIC
3967
SFE Investment Counsel
California
-$232K -883 Closed
ACP
3968
Arcus Capital Partners
Georgia
-$229K -874 Closed
CAM
3969
Concorde Asset Management
Michigan
-$229K -871 Closed
PSFG
3970
Prairie Sky Financial Group
Illinois
-$222K -847 Closed
WBG
3971
Wharton Business Group
Pennsylvania
-$217K -826 Closed
CC
3972
Corton Capital
Ontario, Canada
-$215K -818 Closed
MSWM
3973
McGlone Suttner Wealth Management
Wisconsin
-$213K -818 Closed
DLCIG
3974
D.L. Carlson Investment Group
New Hampshire
-$209K -797 Closed
TIM
3975
Total Investment Management
Arizona
-$208K -794 Closed

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.