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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
SCP
1776
Shorepoint Capital Partners
Massachusetts
$3.27M +$191K +708 +6%
MAM
1777
Mystic Asset Management
Rhode Island
$3.27M -$67K -248 -2%
AC
1778
Arjuna Capital
North Carolina
$3.26M +$6.22K +23 +0.2%
WGC
1779
Watts Gwilliam & Co
Arizona
$3.26M +$3.21M +11,873 New
LCWP
1780
Legacy Capital Wealth Partners
Arkansas
$3.26M +$1.56M +5,787 +95%
TSWM
1781
Triangle Securities Wealth Management
North Carolina
$3.26M -$12.2K -45 -0.4%
FIM
1782
Fernwood Investment Management
Massachusetts
$3.25M -$327K -1,211 -9%
HFRG
1783
Houlihan Financial Resource Group
Virginia
$3.25M -$51.6K -191 -2%
MBT
1784
Montecito Bank & Trust
California
$3.24M +$81.9K +303 +3%
MFGM
1785
Marshall Financial Group (Maryland)
Maryland
$3.24M +$429K +1,588 +16%
FWP
1786
FAS Wealth Partners
Kansas
$3.24M +$200K +739 +7%
IFPG
1787
Intrepid Financial Planning Group
Indiana
$3.23M -$122K -451 -4%
AO
1788
Advisor OS
Illinois
$3.23M -$197K -729 -6%
MFA
1789
Mayflower Financial Advisors
Massachusetts
$3.22M +$118K +436 +4%
NW
1790
Naviter Wealth
Arkansas
$3.22M +$17K +63 +0.5%
KWM
1791
Koa Wealth Management
California
$3.2M +$64.3K +238 +2%
GCM
1792
Glynn Capital Management
California
$3.19M -$2.27M -8,380 -42%
LAIC
1793
Lederer & Associates Investment Counsel
California
$3.19M -$41.6K -154 -1%
PS
1794
Pensionfund Sabic
Netherlands
$3.19M -$541K -2,000 -15%
SRL
1795
Scientech Research LLC
New Jersey
$3.18M +$1.8M +6,670 +136%
BCM
1796
Brasada Capital Management
Texas
$3.18M +$170K +629 +6%
BP
1797
BBR Partners
New York
$3.18M -$43.8K -162 -1%
CWAG
1798
Compton Wealth Advisory Group
Virginia
$3.18M -$93.3K -345 -3%
CWM
1799
Cornerstone Wealth Management
Missouri
$3.17M -$87.6K -324 -3%
BTWM
1800
Baker Tilly Wealth Management
Wisconsin
$3.17M +$84.6K +313 +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.