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
KTM
1551
Keeler Thomas Management
Utah
$4.66M +$98.4K +364 +2%
SC
1552
Syon Capital
California
$4.66M -$253K -935 -5%
TCWA
1553
Turtle Creek Wealth Advisors
Texas
$4.64M +$189K +700 +4%
GWM
1554
Graybill Wealth Management
Illinois
$4.64M -$37K -137 -0.8%
AAS
1555
Ameritas Advisory Services
Nebraska
$4.64M -$1.32M -4,868 -22%
AFC
1556
AFT Forsyth & Company
Florida
$4.64M +$22.2K +82 +0.5%
BAM
1557
Belpointe Asset Management
Nevada
$4.63M +$1.05M +3,882 +30%
FMB
1558
Field & Main Bank
Kentucky
$4.62M -$16.5K -61 -0.4%
OAM
1559
Oak Asset Management
California
$4.62M -$3.79K -14 -0.1%
FGP
1560
Foyston, Gordon, & Payne
Ontario, Canada
$4.61M +$93.8K +347 +2%
UAM
1561
Unison Asset Management
Florida
$4.61M -$7.57K -28 -0.2%
CGA
1562
Channing Global Advisors
Florida
$4.59M +$1.19M +4,401 +36%
PB
1563
Pinnacle Bancorp
Nebraska
$4.57M +$648K +2,398 +17%
AC
1564
AlphaCore Capital
California
$4.57M +$241K +890 +6%
SW
1565
Simplicity Wealth
New Jersey
$4.56M -$12.5M -46,296 -74%
CWM
1566
Connecticut Wealth Management
Connecticut
$4.56M +$16K +59 +0.4%
OLA
1567
Oliver Luxxe Assets
New Jersey
$4.55M -$36.2K -134 -0.8%
QIM
1568
Quantitative Investment Management
Virginia
$4.54M +$4.46M +16,498 New
CCM
1569
Cox Capital Management
Massachusetts
$4.53M -$119K -440 -3%
SCM
1570
Seascape Capital Management
New Hampshire
$4.51M +$10.5K +39 +0.2%
TCOT
1571
Trust Company of Toledo
Ohio
$4.51M +$131K +483 +3%
CAG
1572
Csenge Advisory Group
Florida
$4.48M +$147K +543 +3%
CAAS
1573
Capital Asset Advisory Services
Michigan
$4.47M +$92.5K +342 +2%
CI
1574
Cigna Investments
Connecticut
$4.46M -$65.7K -243 -1%
CCT
1575
Chemung Canal Trust
New York
$4.45M -$874K -3,234 -17%

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.