We are live on ! Find out more

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
RIA
3976
RPG Investment Advisory
California
-$204K -777 Closed
FEM
3977
Fulcrum Equity Management
Texas
-$200K -762 Closed
RA
3978
Rational Advisors
New York
-$190K -723 Closed
WFS
3979
Widmann Financial Services
Maryland
-$166K -633 Closed
QL
3980
Quarry LP
New York
-$123K -468 Closed
CP
3981
Camelot Portfolios
Ohio
-$105K -400 Closed
HH
3982
HWG Holdings
Texas
-$70.9K -270 Closed
ICM
3983
Islay Capital Management
Texas
-$39.4K -150 Closed
FW
3984
Fairway Wealth
Ohio
-$39.1K -149 Closed
MIM
3985
Meridiem Investment Management
United Kingdom
-$31.5K -120 Closed
FIA
3986
FNY Investment Advisers
New York
-$30K -116 Closed
LFA
3987
LGT Financial Advisors
Texas
-$21.5K -82 Closed
SGC
3988
Slocum, Gordon & Co
Rhode Island
-$13.9K -53 Closed
CCC
3989
Chelsea Counsel Company
California
-$13.1K -50 Closed
CB
3990
Chris Bulman
California
-$13.1K -50 Closed
FWA
3991
FSC Wealth Advisors
New York
-$12.1K -46 Closed
RWM
3992
Ruedi Wealth Management
Illinois
-$6.82K -26 Closed
MIM
3993
Macroview Investment Management
Maryland
-$6.56K -25 Closed
CC
3994
Cultivar Capital
Texas
-$3.41K -13 Closed
VF
3995
VitalStone Financial
Texas
-$3.02K -12 Closed
RCM
3996
Richardson Capital Management
Wisconsin
-$2.63K -10 Closed
TJHA
3997
Thomas J. Herzfeld Advisors
Florida
-$2.1K -8 Closed
OBWP
3998
O'Brien Wealth Partners
Massachusetts
-$1.84K -7 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.