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3,868 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, 1,531 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: 1,531

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: 3,8303,868 (+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
3,868
Holders Change
+38
Holders Change %
+0.99%
% of All Funds
55.52%
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
1,531
Closed
130
Calls
$4.22B
Puts
$3.95B
Net Calls
+$265M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Change in
Stake
VIP
1251
Vantage Investment Partners
Missouri
$7.43M -$5.14K -19 -0.1%
RIG
1252
RiverFront Investment Group
Virginia
$7.43M +$766K +2,833 +12%
IIM
1253
Ipswich Investment Management
Massachusetts
$7.42M +$108K +400 +2%
LOPW
1254
Live Oak Private Wealth
North Carolina
$7.42M +$334K +1,237 +5%
SCM
1255
Shorepath Capital Management
Utah
$7.4M +$512K +1,895 +8%
DA
1256
Denali Advisors
California
$7.38M +$7.26M +26,849 New
BCFD
1257
Boit C.F. David
$7.38M
KCG
1258
Kinsale Capital Group
Virginia
$7.37M +$1.06M +3,936 +17%
HCM
1259
Harvey Capital Management
Florida
$7.34M -$104K -385 -1%
SC
1260
Settian Capital
New York
$7.34M
PGAM
1261
Princeton Global Asset Management
New Jersey
$7.34M +$107K +397 +2%
NP
1262
NorthRock Partners
Minnesota
$7.34M +$113K +419 +2%
SW
1263
SlateStone Wealth
Florida
$7.31M -$23.8K -88 -0.3%
SFP
1264
Shepherd Financial Partners
Massachusetts
$7.29M +$324K +1,198 +5%
WANY
1265
Wealthspire Advisors (New York)
New York
$7.28M +$227K +841 +3%
JAM
1266
JCIC Asset Management
Ontario, Canada
$7.27M +$67.6K +250 +1%
CFGS
1267
Concourse Financial Group Securities
Alabama
$7.27M -$589K -2,179 -8%
DFA
1268
Delta Financial Advisors
Louisiana
$7.26M -$98.1K -363 -1%
ET
1269
Entropy Technologies
New York
$7.26M +$7.14M +26,397 New
TWP
1270
Tyche Wealth Partners
Texas
$7.25M +$36.5K +135 +0.5%
GIM
1271
Goelzer Investment Management
Indiana
$7.23M -$18.1K -67 -0.3%
FSA
1272
Fort Sheridan Advisors
Illinois
$7.22M +$182K +675 +3%
RCM
1273
RB Capital Management
Nevada
$7.21M +$66K +244 +0.9%
FFWA
1274
FRG Family Wealth Advisors
Washington
$7.19M -$18.9K -70 -0.3%
FAIM
1275
Financial Advocates Investment Management
Washington
$7.17M +$65.2K +241 +0.9%

V Hedge Fund Activity: Q3 2024 in Review

3,868 of the 6,967 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 1,531 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.

  • 3,868 institutional investors held Visa (V) as of Q3 2024, up from 3,830 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.