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
IRAG
1451
Investment Research & Advisory Group
Georgia
$5.4M +$13.8K +51 +0.3%
HAM
1452
Harmony Asset Management
Arizona
$5.39M +$153K +567 +3%
CW
1453
CIC Wealth
Maryland
$5.39M +$66.8K +247 +1%
JAG
1454
Journey Advisory Group
Kentucky
$5.38M -$47.3K -175 -0.8%
JIP
1455
Jaffetilchin Investment Partners
Florida
$5.38M +$211K +780 +4%
CFM
1456
Capricorn Fund Managers
United Kingdom
$5.38M +$2.28M +8,422 +76%
WBC
1457
West Branch Capital
Massachusetts
$5.35M +$87.9K +325 +2%
TSWM
1458
Tyler-Stone Wealth Management
Ohio
$5.35M +$2.66M +9,843 +102%
HCM
1459
Highview Capital Management
Illinois
$5.33M +$173K +639 +3%
HAIM
1460
Hunter Associates Investment Management
Pennsylvania
$5.31M -$46K -170 -0.9%
LA
1461
LVW Advisors
New York
$5.31M +$48.1K +178 +0.9%
ST
1462
Sabal Trust
Florida
$5.3M +$330K +1,219 +7%
LMKC
1463
L.M. Kohn & Company
Ohio
$5.3M +$129K +477 +3%
TP
1464
TenCore Partners
New York
$5.3M -$1.02M -3,785 -16%
B
1465
Bensler
Washington
$5.28M -$919K -3,399 -15%
TCOK
1466
Trust Company of Kansas
Kansas
$5.28M +$39.5K +146 +0.8%
CSA
1467
Cottage Street Advisors
Massachusetts
$5.28M -$128K -473 -2%
WPW
1468
Waldron Private Wealth
Pennsylvania
$5.27M -$12.2K -45 -0.2%
DWM
1469
Dorchester Wealth Management
Quebec, Canada
$5.27M -$44.3K -164 -0.8%
LSAG
1470
Lake Street Advisors Group
New Hampshire
$5.25M -$50.6K -187 -1%
EAM
1471
EFG Asset Management
Oregon
$5.23M -$963K -3,563 -16%
BST
1472
Bath Savings Trust
Maine
$5.23M -$57.6K -213 -1%
KM
1473
KP Management
Minnesota
$5.22M
MHS
1474
M Holdings Securities
Oregon
$5.21M -$1.12M -4,142 -18%
GI
1475
GLOBALT Investments
Georgia
$5.21M -$164K -606 -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.