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3,867 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, 1,695 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: 1,695 | 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: 3,8293,867 (+38)

5.38% less ownership

Funds ownership: 96.81%91.42% (-5.4%)

8% less funds holding in top 10

Funds holding in top 10: 431398 (-33)

Holders
3,867
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
1,695
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
RSWM
1126
Robertson Stephens Wealth Management
California
$9.38M -$733K -2,713 -7%
JFGIW
1127
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.36M +$855K +3,164 +10%
PGDP
1128
Pragma Gestao de Patrimonio
Brazil
$9.35M -$8.38M -31,000 -48%
SCA
1129
Stokes Capital Advisors
South Carolina
$9.34M +$328K +1,214 +4%
MKA
1130
M. Kulyk & Associates
Georgia
$9.33M +$225K +831 +3%
NCM
1131
Novare Capital Management
North Carolina
$9.32M +$91.9K +340 +1%
AMM
1132
American Money Management
California
$9.27M +$55.4K +205 +0.6%
WCF
1133
West Coast Financial
California
$9.25M +$80.3K +297 +0.9%
PI
1134
PFG Investments
New York
$9.23M -$174K -642 -2%
TIM
1135
Tikehau Investment Management
France
$9.2M -$229K -847 -2%
GI
1136
GAMCO Investors
Connecticut
$9.19M -$35.4K -131 -0.4%
MNBTD
1137
Moody National Bank Trust Division
Texas
$9.18M +$1.16M +4,304 +15%
RDWM
1138
Red Door Wealth Management
Tennessee
$9.18M +$606K +2,240 +7%
GI
1139
GAMMA Investing
California
$9.15M +$1.31M +4,848 +17%
MC
1140
Mirabaud & Cie
Switzerland
$9.14M +$1.22M +4,504 +16%
NAS
1141
NWF Advisory Services
California
$9.12M -$80.3K -297 -0.9%
NRG
1142
Nemes Rush Group
Michigan
$9.12M -$257K -949 -3%
SCM
1143
Shelton Capital Management
Colorado
$9.11M -$339K -1,255 -4%
FAT
1144
First American Trust
California
$9.11M -$4.85M -17,931 -35%
WCM
1145
Whitener Capital Management
North Carolina
$9.1M +$268K +990 +3%
PTB
1146
Pioneer Trust Bank
Oregon
$9.08M -$278K -1,030 -3%
TAM
1147
Townsend Asset Management
North Carolina
$9.07M +$37.3K +138 +0.4%
RPC
1148
Rossmore Private Capital
Connecticut
$9.03M -$60.3K -223 -0.7%
MBTD
1149
Mechanics Bank - Trust Department
California
$9.03M +$104K +386 +1%
TCA
1150
Transcend Capital Advisors
New Jersey
$9M -$1.06M -3,925 -11%

V Hedge Fund Activity: Q3 2024 in Review

3,867 of the 6,966 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 1,695 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.

  • 3,867 institutional investors held Visa (V) as of Q3 2024, up from 3,829 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.