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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
KCPG
1401
Kavar Capital Partners Group
Kansas
$5.89M +$33.5K +124 +0.6%
MCP
1402
Mirador Capital Partners
California
$5.88M +$57.3K +212 +1%
EWM
1403
Empirical Wealth Management
Washington
$5.87M -$11.4K -42 -0.2%
HI
1404
Harbour Investments
Wisconsin
$5.85M +$141K +522 +3%
PT
1405
Plimoth Trust
Massachusetts
$5.84M +$654K +2,418 +13%
CWM
1406
Centric Wealth Management
Illinois
$5.81M +$20.3K +75 +0.4%
CAM
1407
Clio Asset Management
Virginia
$5.8M +$26K +96 +0.5%
CAM
1408
Carret Asset Management
New York
$5.8M +$175K +648 +3%
SWM
1409
SFG Wealth Management
Maryland
$5.79M -$135K -499 -2%
MMM
1410
Mendel Money Management
Illinois
$5.79M -$37.9K -140 -0.7%
BTI
1411
Blue Trust Inc
Georgia
$5.79M +$2.33M +8,609 +64%
WA1
1412
Wimmer Associates 1
California
$5.77M +$20.3K +75 +0.4%
MIA
1413
MainStreet Investment Advisors
Illinois
$5.75M -$2.25M -8,328 -28%
SIAP
1414
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.72M -$811 -3 -0%
CTC (Chicago Trading Company)
1415
CTC (Chicago Trading Company)
Illinois
$5.71M -$9.09M -33,629 -62%
ECM
1416
EagleClaw Capital Management
Massachusetts
$5.69M +$220K +815 +4%
MWM
1417
Meridian Wealth Management
Kentucky
$5.69M -$1.24M -4,571 -18%
STA
1418
Summit Trail Advisors
New York
$5.67M +$430K +1,592 +8%
FWM
1419
Fairhaven Wealth Management
Illinois
$5.67M +$16.5K +61 +0.3%
PP
1420
Pacifica Partners
Canada
$5.66M -$61.6K -228 -1%
BCM
1421
BlueMar Capital Management
Florida
$5.65M -$1.08M -4,000 -16%
OHWP
1422
Oak Harbor Wealth Partners
North Carolina
$5.65M -$69.2K -256 -1%
HDIM
1423
Hanson & Doremus Investment Management
Vermont
$5.64M +$19.5K +72 +0.4%
BA
1424
Bridgewater Advisors
New York
$5.64M +$84.6K +313 +2%
CT
1425
Chicago Trust
Illinois
$5.64M +$46K +170 +0.8%

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.