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
ACP
1376
Aviance Capital Partners
Florida
$6.08M +$55.2K +204 +0.9%
GIA
1377
Gladstone Institutional Advisory
Florida
$6.07M +$334K +1,236 +6%
TCA
1378
Trifecta Capital Advisors
Illinois
$6.07M +$77.1K +285 +1%
HI
1379
Horizon Investments
North Carolina
$6.06M +$604K +2,234 +11%
TCM
1380
Twin Capital Management
Pennsylvania
$6.05M -$542K -2,003 -8%
CF
1381
Clarity Financial
Texas
$6.05M +$470K +1,737 +9%
RWM
1382
RBA Wealth Management
California
$6.05M +$48.1K +178 +0.8%
AF
1383
Ally Financial
Michigan
$6.05M
SFA
1384
Souders Financial Advisors
Ohio
$6.04M +$106K +391 +2%
Verition Fund Management
1385
Verition Fund Management
Connecticut
$6.04M -$3.71M -13,710 -38%
FCP
1386
Fidelis Capital Partners
Florida
$6.03M -$921K -3,405 -14%
OPW
1387
Osprey Private Wealth
New York
$6.02M +$5.92M +21,885 New
HKIM
1388
Hayek Kallen Investment Management
Alabama
$6.02M +$32.4K +120 +0.6%
SC
1389
Sawyer & Company
Massachusetts
$5.99M +$22.4K +83 +0.4%
SWA
1390
SFMG Wealth Advisors
Texas
$5.98M +$32.2K +119 +0.5%
SIA
1391
SkyView Investment Advisors
New Jersey
$5.98M +$249K +922 +4%
HVP
1392
Hudson Value Partners
Florida
$5.96M +$277K +1,024 +5%
BFA
1393
Benedict Financial Advisors
Georgia
$5.95M +$25.7K +95 +0.4%
AWAU
1394
Alliance Wealth Advisors (Utah)
Utah
$5.94M +$196K +725 +3%
OWP
1395
Obermeyer Wealth Partners
Colorado
$5.93M +$423K +1,566 +8%
CWA
1396
Clarity Wealth Advisors
California
$5.93M +$205K +758 +4%
SW
1397
StrongBox Wealth
Missouri
$5.93M +$130K +481 +2%
FMTC
1398
Farmers & Merchants Trust Company
California
$5.91M +$11.1K +41 +0.2%
PWS
1399
Peterson Wealth Services
Utah
$5.9M +$339K +1,253 +6%
CANC
1400
Culbertson A N & Co
Virginia
$5.9M +$122K +450 +2%

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.