We are live on ! Find out more

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
HPIA
1301
Hamilton Point Investment Advisors
North Carolina
$6.93M +$104K +385 +2%
FEG
1302
Financial Enhancement Group
Indiana
$6.92M -$2.53M -9,355 -24%
CIP
1303
Chartwell Investment Partners
Pennsylvania
$6.91M +$183K +677 +3%
IAS
1304
Insigneo Advisory Services
Florida
$6.91M +$233K +861 +4%
DBG
1305
De Burlo Group
Massachusetts
$6.9M -$24.4M -90,088 -78%
KP
1306
Keel Point
Alabama
$6.89M -$60.6K -224 -0.9%
IB
1307
Intrust Bank
Kansas
$6.89M +$24.9K +92 +0.4%
KFBMI
1308
Kentucky Farm Bureau Mutual Insurance
Kentucky
$6.87M
MCM
1309
Mattern Capital Management
Colorado
$6.86M +$201K +744 +3%
CCA
1310
Covey Capital Advisors
Georgia
$6.85M -$287K -1,063 -4%
AIMA
1311
Ables Iannone Moore & Associates
Georgia
$6.82M +$620K +2,295 +10%
PTC
1312
Philadelphia Trust Company
Pennsylvania
$6.81M -$1.06M -3,926 -14%
BA
1313
Bristlecone Advisors
Washington
$6.79M +$117K +434 +2%
SC
1314
Scholtz & Company
Connecticut
$6.78M -$374K -1,385 -5%
FHA
1315
First Horizon Advisors
Tennessee
$6.78M +$239K +883 +4%
CS
1316
Cannell & Spears
New York
$6.77M +$249K +920 +4%
GAAM
1317
Guinness Atkinson Asset Management
California
$6.75M +$11.4K +42 +0.2%
AC
1318
Asio Capital
Kentucky
$6.74M +$121K +449 +2%
HSA
1319
HBK Sorce Advisory
Pennsylvania
$6.73M -$205K -758 -3%
TL
1320
Tradewinds LLC
North Carolina
$6.73M +$296K +1,096 +5%
MIC
1321
Means Investment Company
Maine
$6.73M +$11.1K +41 +0.2%
BB
1322
Berkshire Bank
Massachusetts
$6.71M -$195K -722 -3%
MCM
1323
McDonough Capital Management
Florida
$6.71M +$74.6K +276 +1%
SW
1324
SteelPeak Wealth
California
$6.7M +$1.39M +5,151 +27%
PWM
1325
Purus Wealth Management
California
$6.69M -$17.8K -66 -0.3%

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.