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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
AFWM
1351
AMJ Financial Wealth Management
Virginia
$6.37M -$2.4M -8,881 -28%
BRA
1352
Biechele Royce Advisors
Indiana
$6.36M +$5.92M +21,904 +1,771%
NFC
1353
Northeast Financial Consultants
Connecticut
$6.35M +$11.1K +41 +0.2%
PCP
1354
Proficio Capital Partners
Massachusetts
$6.34M -$927K -3,427 -13%
WA
1355
WP Advisors
California
$6.33M -$262K -970 -4%
LIP
1356
Lighthouse Investment Partners
Florida
$6.3M -$3.39M -12,525 -35%
APTFM
1357
AGUR Provident & Training Funds Management
Israel
$6.29M
SB
1358
Strategic Blueprint
Georgia
$6.28M -$28.7K -106 -0.5%
CNBTD
1359
Citizens National Bank Trust Department
Mississippi
$6.27M +$199K +736 +3%
SIA
1360
Soltis Investment Advisors
Utah
$6.24M +$5.46M +20,189 +801%
WIS
1361
Wright Investors Service
Connecticut
$6.23M +$1.51M +5,572 +33%
LC
1362
Legacy CG
Texas
$6.23M -$97.3K -360 -2%
LG
1363
Leuthold Group
Minnesota
$6.23M -$420K -1,554 -6%
TIP
1364
Torray Investment Partners
Maryland
$6.21M +$199K +736 +3%
BDA
1365
Borer Denton & Associates
Pennsylvania
$6.2M
PCM
1366
Poehling Capital Management
Wisconsin
$6.2M -$23.3K -86 -0.4%
FRA
1367
Frank Rimerman Advisors
California
$6.19M -$1.53M -5,669 -20%
AIM
1368
Artemis Investment Management
United Kingdom
$6.17M -$56.6M -209,473 -90%
PM
1369
Phraction Management
Connecticut
$6.14M +$11.1K +41 +0.2%
LSA
1370
Leonteq Securities AG
Switzerland
$6.12M +$23K +85 +0.4%
PIA
1371
Petredis Investment Advisors
Pennsylvania
$6.11M +$20.3K +75 +0.3%
ECM
1372
Evergreen Capital Management
Washington
$6.1M +$126K +465 +2%
AT
1373
American Trust
Kentucky
$6.09M +$571K +2,111 +11%
MCCP
1374
Mission Creek Capital Partners
California
$6.08M +$58.1K +215 +1%
WPC
1375
Wedmont Private Capital
Pennsylvania
$6.08M +$1.53M +5,645 +34%

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.