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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
SFA
1601
Semmax Financial Advisors
North Carolina
$4.29M +$91.4K +338 +3%
JCM
1602
Jacobi Capital Management
Pennsylvania
$4.29M +$42.7K +158 +1%
CCA
1603
Checchi Capital Advisers
California
$4.28M -$208K -768 -5%
CRWM
1604
Castle Rock Wealth Management
California
$4.27M +$56.5K +209 +1%
BFA
1605
Buttonwood Financial Advisors
Maryland
$4.26M -$40.6K -150 -1%
SFG
1606
Sowa Financial Group
Rhode Island
$4.25M -$77.3K -286 -2%
CPC
1607
Consolidated Planning Corp
Georgia
$4.25M +$743K +2,750 +22%
OPW
1608
Oxler Private Wealth
New York
$4.25M +$7.3K +27 +0.2%
AC
1609
Avestar Capital
New York
$4.25M +$57.9K +214 +1%
ESB
1610
Essex Savings Bank
Connecticut
$4.24M +$43.3K +160 +1%
JC
1611
JB Capital
Connecticut
$4.24M +$336K +1,241 +9%
MFG
1612
Magnus Financial Group
New York
$4.23M -$31.9K -118 -0.8%
AWA
1613
Aaron Wealth Advisors
Illinois
$4.22M +$373K +1,381 +10%
HBT
1614
Hills Bank & Trust
Iowa
$4.22M -$16.5K -61 -0.4%
MWS
1615
Maxwell Wealth Strategies
California
$4.21M +$413K +1,528 +12%
EWA
1616
EverSource Wealth Advisors
Alabama
$4.21M -$89.2K -330 -2%
LBWM
1617
Left Brain Wealth Management
Illinois
$4.21M +$26.2K +97 +0.6%
ILI
1618
Invesco LLC (Illinois)
Illinois
$4.19M +$95.7K +354 +2%
DWM
1619
Diversify Wealth Management
Utah
$4.18M +$233K +862 +6%
RWB
1620
RMR Wealth Builders
New Jersey
$4.18M +$165K +610 +4%
SSWM
1621
Strait & Sound Wealth Management
California
$4.17M -$811 -3 -0%
HAS
1622
HBW Advisory Services
California
$4.17M -$978K -3,618 -19%
HIS
1623
Horizon Investment Services
Indiana
$4.17M -$76K -281 -2%
CCG
1624
Cloverfields Capital Group
Minnesota
$4.17M -$353K -1,305 -8%
EHC
1625
Everett Harris & Co
California
$4.17M -$34.9K -129 -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.