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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
CSC
1701
Caldwell Sutter Capital
California
$3.72M -$413K -1,526 -10%
DP
1702
Dearborn Partners
Illinois
$3.72M -$160K -591 -4%
PAA
1703
Peregrine Asset Advisers
Oregon
$3.72M +$61.6K +228 +2%
SC
1704
Solstein Capital
California
$3.69M
AFG
1705
Atomi Financial Group
New York
$3.67M +$202K +747 +6%
GFP
1706
Gryphon Financial Partners
Ohio
$3.67M +$190K +703 +6%
SEC
1707
Seven Eight Capital
New York
$3.67M -$2.8M -10,375 -44%
HCM
1708
Howard Capital Management
Georgia
$3.66M +$3.6M +13,320 New
GCIM
1709
Gunn & Company Investment Management
Florida
$3.65M -$42.6M -157,581 -92%
EW
1710
Evoke Wealth
California
$3.65M +$3.59M +13,281 New
BW
1711
Bison Wealth
Georgia
$3.65M +$670K +2,477 +23%
EM
1712
Excalibur Management
Massachusetts
$3.65M -$38.1K -141 -1%
LAM
1713
Lynch Asset Management
Pennsylvania
$3.63M
LFA
1714
Legacy Financial Advisors
Kentucky
$3.63M +$117K +432 +3%
MF
1715
Manchester Financial
California
$3.61M -$38.7K -143 -1%
FMTCOCP
1716
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.61M -$31.1K -115 -0.9%
PDL
1717
Portfolio Design Labs
California
$3.6M -$123K -456 -3%
JSC
1718
J. Stern & Co
United Kingdom
$3.6M +$604K +2,235 +21%
1SB
1719
1ST Source Bank
Indiana
$3.59M -$124K -458 -3%
SMA
1720
Sage Mountain Advisors
Georgia
$3.59M +$147K +543 +4%
UIA
1721
Ulland Investment Advisors
Minnesota
$3.58M -$44.9K -166 -1%
CIA
1722
Cohen Investment Advisors
New Hampshire
$3.57M +$322K +1,191 +10%
WHAM
1723
Windmill Hill Asset Management
United Kingdom
$3.57M
DL
1724
DOHJ LLC
Washington
$3.56M +$161K +595 +5%
KHCM
1725
Kirtland Hills Capital Management
Ohio
$3.56M +$29.2K +108 +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.