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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
LMIM
1326
Lockheed Martin Investment Management
Maryland
$6.69M -$192K -710 -3%
CIG
1327
Consolidated Investment Group
Colorado
$6.68M
CT
1328
Clearstead Trust
Maine
$6.67M +$31.4K +116 +0.5%
HW
1329
Hedeker Wealth
Illinois
$6.66M +$54.6K +202 +0.8%
EIA
1330
Eastover Investment Advisors
North Carolina
$6.65M +$740K +2,738 +13%
ACM
1331
Arvin Capital Management
Texas
$6.64M +$6.53M +24,159 New
SIA
1332
Schechter Investment Advisors
Michigan
$6.63M +$111K +409 +2%
ISL
1333
Ingalls & Snyder LLC
New York
$6.62M +$27.6K +102 +0.4%
SC
1334
Searle & Co
Connecticut
$6.62M
SCM
1335
Sitrin Capital Management
California
$6.61M -$56K -207 -0.9%
FPAS
1336
Focus Partners Advisor Solutions
Missouri
$6.49M +$226K +837 +4%
BCA
1337
Bray Capital Advisors
Florida
$6.49M -$231K -854 -3%
S
1338
SimplyRich
California
$6.48M
RWM
1339
Rockline Wealth Management
New York
$6.48M +$403K +1,490 +7%
MADR
1340
Milestones Administradora de Recursos
Brazil
$6.48M +$1.35M +5,000 +27%
SVWAG
1341
Sound View Wealth Advisors Group
Georgia
$6.45M +$756K +2,798 +14%
EWM
1342
Executive Wealth Management
Michigan
$6.45M +$99.5K +368 +2%
UCMOK
1343
United Capital Management of KS
Kansas
$6.45M +$211K +782 +3%
FHB
1344
First Hawaiian Bank
Hawaii
$6.44M +$802K +2,966 +14%
GI
1345
GS Investments
Minnesota
$6.43M -$12.2K -45 -0.2%
BZWA
1346
Blue Zone Wealth Advisors
California
$6.41M +$128K +473 +2%
PA
1347
PFG Advisors
Arizona
$6.4M -$244K -903 -4%
WA
1348
Wambolt & Associates
Colorado
$6.4M +$445K +1,647 +8%
OCAM
1349
Onex Canada Asset Management
Ontario, Canada
$6.39M -$250K -926 -4%
BWS
1350
Buck Wealth Strategies
Colorado
$6.38M -$744K -2,751 -11%

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.