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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
BONST
876
Bank of Nova Scotia Trust
Ontario, Canada
$15.2M -$265K -980 -2%
TF
877
Talbot Financial
Washington
$15.2M +$443K +1,638 +3%
PMG
878
ProVise Management Group
Florida
$15.1M +$207K +764 +1%
HCMT
879
Highland Capital Management (Tennessee)
Tennessee
$15.1M -$2.02M -7,475 -12%
TF
880
Threadgill Financial
Texas
$15.1M -$101K -372 -0.7%
TA
881
TruWealth Advisors
Louisiana
$15M +$353K +1,307 +2%
BSI
882
Bennett Selby Investments
Maine
$15M +$59.7K +221 +0.4%
AWM
883
Axxcess Wealth Management
California
$15M +$91.1K +337 +0.6%
GAM
884
Griffin Asset Management
New York
$15M +$949K +3,509 +7%
CWM
885
Cabot Wealth Management
Massachusetts
$15M -$135K -499 -0.9%
AJ
886
Ashburton (Jersey)
Jersey
$14.9M -$197K -728 -1%
SSA
887
Schonfeld Strategic Advisors
New York
$14.9M -$70.4M -260,286 -83%
LIM
888
Letson Investment Management
Georgia
$14.9M +$6.49K +24 +0%
AWM
889
Apollon Wealth Management
South Carolina
$14.8M -$428K -1,583 -3%
FNBT
890
FineMark National Bank & Trust
Florida
$14.8M +$169K +625 +1%
CIA
891
CCM Investment Advisers
South Carolina
$14.8M -$467K -1,728 -3%
USCWA
892
U.S. Capital Wealth Advisors
Texas
$14.8M -$589K -2,179 -4%
AHC
893
Anderson Hoagland & Co
Missouri
$14.7M -$176K -650 -1%
CIS
894
Connors Investor Services
Pennsylvania
$14.7M +$5.68K +21 +0%
BRWA
895
B. Riley Wealth Advisors
Florida
$14.7M -$2.91M -10,761 -17%
MRCM
896
M&R Capital Management
New Jersey
$14.6M -$156K -578 -1%
WP
897
Waycross Partners
Kentucky
$14.6M +$1.33M +4,926 +10%
OFS
898
OMC Financial Services
New York
$14.6M
PHAM
899
Pacific Heights Asset Management
California
$14.6M
CI
900
CX Institutional
Indiana
$14.6M +$2.62M +9,705 +22%

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.