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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
IWM
1051
IHT Wealth Management
Illinois
$10.9M +$1.57M +5,810 +17%
CWG
1052
Cornerstone Wealth Group
North Carolina
$10.8M +$257K +952 +2%
NIG
1053
NFJ Investment Group
Texas
$10.8M
HIP
1054
HUB Investment Partners
Texas
$10.8M +$363K +1,342 +4%
PWP
1055
Principle Wealth Partners
Connecticut
$10.7M +$40.3K +149 +0.4%
TFS
1056
Thoroughbred Financial Services
Tennessee
$10.7M -$484K -1,792 -4%
SNB
1057
Security National Bank
Nebraska
$10.6M +$40.3K +149 +0.4%
DAS
1058
Dynamic Advisor Solutions
Arizona
$10.6M +$190K +702 +2%
CPIG
1059
Chicago Partners Investment Group
Illinois
$10.6M -$4.87K -18 -0%
IEFM
1060
IQ EQ Fund Management
Ireland
$10.6M +$573K +2,118 +6%
BSC
1061
Brown Shipley & Co
United Kingdom
$10.6M -$544K -2,011 -5%
CIA
1062
Capital Investment Advisors
Georgia
$10.5M +$187K +692 +2%
EWM
1063
Evercore Wealth Management
New York
$10.5M -$344K -1,274 -3%
MG
1064
Mather Group
Illinois
$10.5M -$1.27M -4,708 -11%
BOH
1065
Bank of Hawaii
Hawaii
$10.5M -$105K -389 -1%
SWC
1066
Spectrum Wealth Counsel
Indiana
$10.5M -$27.3K -101 -0.3%
SF
1067
Summit Financial
New Jersey
$10.5M +$1.37M +5,052 +15%
AIP
1068
Ameritas Investment Partners
Nebraska
$10.5M +$29.2K +108 +0.3%
DCM
1069
Donaldson Capital Management
Indiana
$10.5M +$452K +1,672 +5%
USAA
1070
United Services Automobile Association
Texas
$10.5M -$1.98M -7,314 -16%
BCM
1071
Brookstone Capital Management
Illinois
$10.5M +$855K +3,162 +9%
OAM
1072
Ostrum Asset Management
France
$10.5M +$218K +807 +2%
NAM
1073
NorthCrest Asset Manangement
Minnesota
$10.4M +$191K +705 +2%
SWA
1074
Stratos Wealth Advisors
Ohio
$10.4M +$26K +96 +0.3%
IA
1075
IFP Advisors
Florida
$10.4M +$748K +2,765 +8%

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.