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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
LFP
1651
Leeward Financial Partners
Washington
$4.02M +$143K +530 +4%
PWM
1652
Palumbo Wealth Management
New York
$4.01M +$50K +185 +1%
FRA
1653
Front Row Advisors
California
$4M +$19.7K +73 +0.5%
NWM
1654
Northcape Wealth Management
New York
$4M +$17.3K +64 +0.4%
ST
1655
Smithfield Trust
Pennsylvania
$4M -$12.7K -47 -0.3%
JWM
1656
Jackson Wealth Management
Florida
$3.99M +$1.44M +5,308 +58%
AWM
1657
Ameliora Wealth Management
Switzerland
$3.99M -$118K -435 -3%
CCB
1658
Country Club Bank
Missouri
$3.98M -$38.1K -141 -1%
KC
1659
Kingfisher Capital
North Carolina
$3.98M -$121K -448 -3%
JGCM
1660
Joseph Group Capital Management
Ohio
$3.97M +$875K +3,236 +29%
AP
1661
Arlington Partners
Alabama
$3.97M +$809K +2,991 +26%
SFM
1662
Signet Financial Management
New Jersey
$3.96M +$15.1K +56 +0.4%
SFP
1663
Sweet Financial Partners
Minnesota
$3.96M -$30.8K -114 -0.8%
NHT
1664
New Hampshire Trust
New Hampshire
$3.96M +$25.4K +94 +0.7%
NL
1665
NVWM LLC
Pennsylvania
$3.95M +$67.6K +250 +2%
CIM
1666
Corbyn Investment Management
Maryland
$3.95M -$18.4K -68 -0.5%
SWM
1667
Sugarloaf Wealth Management
Georgia
$3.95M +$82.5K +305 +2%
SAW
1668
Signal Advisors Wealth
Michigan
$3.95M +$3.88M +14,363 New
OM
1669
OV Management
Minnesota
$3.92M +$132K +489 +4%
BB
1670
Bell Bank
North Dakota
$3.91M +$281K +1,041 +8%
GWMR
1671
GC Wealth Management RIA
Massachusetts
$3.91M -$555K -2,054 -13%
BCM
1672
Buckhead Capital Management
Georgia
$3.91M +$8.38K +31 +0.2%
QWM
1673
Quadcap Wealth Management
Texas
$3.91M -$73K -270 -2%
FFN
1674
Focus Financial Network
Minnesota
$3.9M -$11.6K -43 -0.3%
DA
1675
Doliver Advisors
Texas
$3.89M -$127K -470 -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.