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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
BEC
1476
Blue Edge Capital
Virginia
$5.21M -$8.65K -32 -0.2%
CWS
1477
Confluence Wealth Services
Pennsylvania
$5.2M -$428K -1,582 -8%
AWA
1478
Arete Wealth Advisors
Illinois
$5.16M +$5.07M +18,764 New
ISB
1479
Iowa State Bank
Iowa
$5.12M -$125K -463 -2%
CW
1480
CreativeOne Wealth
Kansas
$5.11M -$761K -2,816 -13%
WKWM
1481
Walter & Keenan Wealth Management
Indiana
$5.09M +$483K +1,786 +11%
PA
1482
Prossimo Advisors
California
$5.09M +$67K +248 +1%
LWM
1483
Liberty Wealth Management
California
$5.07M -$1.89M -6,981 -27%
TLP
1484
Trinity Legacy Partners
Texas
$5.07M +$111K +412 +2%
PP
1485
Pegasus Partners
Wisconsin
$5.07M +$303K +1,121 +6%
AWA
1486
Arkadios Wealth Advisors
Georgia
$5.07M +$533K +1,970 +12%
BKA
1487
Brick & Kyle Associates
Pennsylvania
$5.07M -$178K -659 -3%
TVWM
1488
Tower View Wealth Management
Wisconsin
$5.06M +$12.2K +45 +0.2%
CCS
1489
Concentric Capital Strategies
Connecticut
$5.06M -$2.83M -10,470 -36%
BCFS
1490
Butensky & Cohen Financial Security
Florida
$5.05M +$50.8K +188 +1%
TAM
1491
Trust Asset Management
Texas
$5.05M -$102K -376 -2%
BIM
1492
Baldwin Investment Management
Pennsylvania
$5.05M -$52.7K -195 -1%
Empower Advisory Group
1493
Empower Advisory Group
Colorado
$5.04M +$422K +1,560 +9%
MLIC
1494
Mandatum Life Insurance Company
Finland
$5.04M +$10.8K +40 +0.2%
RWA
1495
Roberts Wealth Advisors
California
$5.03M +$43.3K +160 +0.9%
DFG
1496
Dupree Financial Group
Kentucky
$5.03M +$4.95M +18,309 New
TFA
1497
Transamerica Financial Advisors
Florida
$5.02M -$177K -654 -3%
BRCM
1498
Bright Rock Capital Management
Massachusetts
$5.02M
FNBOMD
1499
First National Bank of Mount Dora
Florida
$5.02M -$63.8K -236 -1%
PFS
1500
Physicians Financial Services
North Carolina
$4.98M +$111K +410 +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.