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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
CP
851
CenterBook Partners
Connecticut
$16.1M -$411K -1,519 -3%
KIA
852
Knollwood Investment Advisory
Maryland
$16M
IGGA
853
Iron Gate Global Advisors
Utah
$15.9M +$1.04M +3,830 +7%
BWL
854
Bogart Wealth LLC
Virginia
$15.9M +$323K +1,196 +2%
EGA
855
Eagle Global Advisors
Texas
$15.9M -$26.2K -97 -0.2%
CC
856
Criteria Caixa
Spain
$15.9M
RWM
857
Ritholtz Wealth Management
New York
$15.8M -$360K -1,333 -2%
PAM
858
Peak Asset Management
Colorado
$15.8M -$604K -2,233 -4%
CCM
859
Coldstream Capital Management
Washington
$15.7M +$1.71M +6,314 +13%
PVI
860
Pine Valley Investments
New Jersey
$15.7M +$1.57M +5,817 +11%
PFS
861
Prospera Financial Services
Texas
$15.7M +$1.74M +6,425 +13%
SWIG
862
Strategic Wealth Investment Group
Kentucky
$15.6M +$564K +2,087 +4%
CIA
863
Covington Investment Advisors
Pennsylvania
$15.6M +$187K +690 +1%
SSWM
864
Sheets Smith Wealth Management
North Carolina
$15.6M -$364K -1,345 -2%
CIC
865
Chilton Investment Company
Connecticut
$15.5M -$17.8M -65,949 -54%
GAM
866
Groupama Asset Management
France
$15.5M -$591K -2,187 -3%
NIM
867
Nexus Investment Management
Ontario, Canada
$15.5M +$14.9M +55,273 +5,034%
TSS
868
Thomas Story & Son
Indiana
$15.5M +$27.8K +103 +0.2%
PWP
869
Perfromance Wealth Partners
Illinois
$15.4M +$209K +773 +1%
GC
870
Grimes & Company
Massachusetts
$15.4M -$2.91M -10,759 -16%
SWM
871
Spire Wealth Management
Virginia
$15.3M -$1.98M -7,322 -12%
RSVP
872
Ramsay Stattman Vela & Price
Colorado
$15.2M -$83K -307 -0.6%
RCWMU
873
Rothschild & Co Wealth Management (UK)
United Kingdom
$15.2M +$269K +995 +2%
LNWWM
874
Laird Norton Wetherby Wealth Management
California
$15.2M -$293K -1,082 -2%
AIM
875
Arcadia Investment Management
Michigan
$15.2M -$784K -2,901 -5%

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.