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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
C
1751
Certuity
Florida
$3.45M -$99.5K -368 -3%
GWM
1752
Gibbs Wealth Management
Georgia
$3.43M +$395K +1,462 +13%
CICI
1753
Capital Investment Counsel Inc
North Carolina
$3.43M -$54.1K -200 -2%
PCM
1754
Prelude Capital Management
New York
$3.43M +$1.55M +5,719 +85%
LA
1755
Legacy Advisors
Pennsylvania
$3.43M +$659K +2,437 +24%
BHWM
1756
Bar Harbor Wealth Management
New Hampshire
$3.42M -$132K -490 -4%
LHC
1757
Little House Capital
Massachusetts
$3.41M -$202K -749 -6%
AAP
1758
Arax Advisory Partners
Colorado
$3.41M +$33.8K +125 +1%
BFG
1759
Beacon Financial Group
Texas
$3.4M -$75.2K -278 -2%
NNPTE
1760
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$3.4M +$2.99M +11,049 +849%
PGIM
1761
Pacific Global Investment Management
California
$3.37M -$17.3K -64 -0.5%
IC
1762
Inscription Capital
Texas
$3.37M +$158K +586 +5%
SB
1763
Simmons Bank
Arkansas
$3.37M +$811 +3 +0%
DWM
1764
Dynasty Wealth Management
Florida
$3.35M -$417K -1,542 -11%
AC
1765
Annandale Capital
Texas
$3.35M +$2.05M +7,594 +166%
ACG
1766
Allen Capital Group
Nebraska
$3.34M +$241K +891 +8%
LS
1767
Livforsakringsbolaget Skandia
Sweden
$3.33M -$7.38M -27,289 -69%
FFAM
1768
Forge First Asset Management
Canada
$3.33M -$2.35M -8,698 -42%
GAG
1769
GM Advisory Group
New York
$3.32M +$244K +903 +8%
SIC
1770
Sterling Investment Counsel
New York
$3.31M +$198K +731 +6%
KMWM
1771
Keudell/Morrison Wealth Management
Oregon
$3.3M +$65.7K +243 +2%
SCI
1772
Stableford Capital II
Arizona
$3.3M +$23K +85 +0.7%
GCM
1773
Gables Capital Management
Florida
$3.3M +$7.84K +29 +0.2%
IAS
1774
IMA Advisory Services
Colorado
$3.29M +$7.03K +26 +0.2%
AIA
1775
Armor Investment Advisors
North Carolina
$3.28M -$56K -207 -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.