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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
RP
476
Riverbridge Partners
Minnesota
$49.7M -$814K -3,011 -2%
GA
477
GuoLine Advisory
Singapore
$49.5M
ZIC
478
ZWJ Investment Counsel
Georgia
$49.2M +$848K +3,137 +2%
SPS
479
Susquehanna Portfolio Strategies
Pennsylvania
$49.1M
BFS
480
Baskin Financial Services
Ontario, Canada
$49.1M +$202K +748 +0.4%
RWP
481
RWA Wealth Partners
Massachusetts
$48.9M +$717K +2,652 +2%
KeyBank National Association
482
KeyBank National Association
Ohio
$48.8M +$394K +1,458 +0.8%
CM
483
Castleark Management
Illinois
$48.4M -$761K -2,814 -2%
AT
484
Avalon Trust
New Mexico
$48.3M +$1.42M +5,234 +3%
AWM
485
AE Wealth Management
Kansas
$48.2M -$925K -3,423 -2%
BCI
486
Brinker Capital Investments
Pennsylvania
$48.1M -$3.12M -11,533 -6%
OPS
487
Orion Portfolio Solutions
Nebraska
$48.1M -$3.12M -11,533 -6%
NP
488
NS Partners
United Kingdom
$47.6M -$180K -667 -0.4%
PWP
489
Private Wealth Partners
California
$47.3M -$6.7M -24,784 -13%
RFC
490
Regions Financial Corp
Alabama
$47.3M -$856K -3,165 -2%
PAG
491
Private Advisor Group
New Jersey
$46.7M +$338K +1,252 +0.7%
Pacer Advisors
492
Pacer Advisors
Pennsylvania
$46.5M +$5.49M +20,323 +14%
VPI
493
Value Partners Investments
Manitoba, Canada
$46.5M +$19.5M +72,084 +101%
MIF
494
Mediolanum International Funds
Ireland
$46.3M +$2.34M +8,646 +5%
IC
495
IEQ Capital
California
$46M +$3.12M +11,536 +7%
CWM
496
Congress Wealth Management
Massachusetts
$45.9M +$6M +22,206 +15%
AIM
497
Avity Investment Management
Connecticut
$45.9M -$669K -2,473 -1%
KPWS
498
Kestra Private Wealth Services
Texas
$45.8M +$1.44M +5,320 +3%
SCM
499
Snyder Capital Management
California
$45.6M +$262K +969 +0.6%
CPSAC
500
Chas P. Smith & Associates (CPS)
Florida
$45.6M -$1.33M -4,932 -3%

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.