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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
HWAM
1001
Hennion & Walsh Asset Management
New Jersey
$11.8M -$289K -1,069 -2%
LFAS
1002
Level Four Advisory Services
Texas
$11.8M -$68.7K -254 -0.6%
PIM
1003
Plato Investment Management
Australia
$11.8M
GWM
1004
GDS Wealth Management
Texas
$11.7M +$1.02M +3,771 +10%
RC
1005
Roundview Capital
New Jersey
$11.7M +$626K +2,314 +6%
HIMC
1006
Heritage Investors Management Corp
Maryland
$11.7M +$344K +1,271 +3%
HAG
1007
HighPoint Advisor Group
Illinois
$11.6M -$1.2M -4,447 -10%
SC
1008
Savant Capital
Illinois
$11.6M +$1.69M +6,236 +17%
ZB
1009
Zions Bancorporation
Utah
$11.6M +$1.69M +6,255 +17%
MIA
1010
MMBG Investment Advisors
Florida
$11.6M +$830K +3,070 +8%
CFSG
1011
Community Financial Services Group
Vermont
$11.6M +$205K +758 +2%
PG
1012
Patten Group
Tennessee
$11.6M +$193K +713 +2%
BIC
1013
Beach Investment Counsel
Pennsylvania
$11.5M -$292K -1,080 -3%
CUAMC
1014
China Universal Asset Management Company
China
$11.5M -$269K -994 -2%
GRP
1015
Global Retirement Partners
California
$11.5M -$73.8K -273 -0.6%
MC
1016
Miramar Capital
Illinois
$11.5M -$2.97K -11 -0%
AAM
1017
Auxier Asset Management
Oregon
$11.5M
AP
1018
Americana Partners
Texas
$11.4M +$1.31M +4,827 +13%
PCM
1019
Parsons Capital Management
Rhode Island
$11.4M +$47.3K +175 +0.4%
FHA
1020
Flagship Harbor Advisors
Massachusetts
$11.4M +$233K +860 +2%
BMM
1021
Buffington Mohr McNeal
Idaho
$11.4M +$194K +719 +2%
CC
1022
Courier Capital
New York
$11.4M -$237K -878 -2%
CM
1023
Crestline Management
Texas
$11.4M +$11.2M +41,360 New
EAM
1024
Eagle Asset Management
Florida
$11.4M +$1.28M +4,726 +15%
Walleye Trading
1025
Walleye Trading
New York
$11.3M +$10.7M +39,470 +2,276%

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.