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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
WSCM
1801
Wellington Shields Capital Management
New York
$3.16M -$7.03K -26 -0.2%
CV
1802
Counterweight Ventures
North Carolina
$3.16M -$17.8K -66 -0.6%
WA
1803
Wealth Alliance
New York
$3.15M +$54.1K +200 +2%
1WA
1804
180 Wealth Advisors
Washington
$3.14M +$49.5K +183 +2%
AIS
1805
American Investment Services
Massachusetts
$3.14M +$5.68K +21 +0.2%
LI
1806
Louisbourg Investments
New Brunswick, Canada
$3.14M +$54.1K +200 +1%
UWS
1807
Unique Wealth Strategies
Illinois
$3.13M +$277K +1,025 +10%
LC
1808
Lindbrook Capital
California
$3.12M -$359K -1,328 -10%
SIM
1809
Sterling Investment Management
Arizona
$3.12M +$884K +3,270 +41%
RCAG
1810
Rehmann Capital Advisory Group
Michigan
$3.12M -$43K -159 -1%
GJWM
1811
Gilliland Jeter Wealth Management
Arkansas
$3.11M -$270 -1 -0%
NL
1812
Navalign LLC
California
$3.11M +$35.4K +131 +1%
TFP
1813
Tilia Fiduciary Partners
North Carolina
$3.09M +$149K +551 +5%
MCA
1814
Martin Capital Advisors
Texas
$3.09M +$17.8K +66 +0.6%
DCM
1815
Davidson Capital Management
Texas
$3.08M
FI
1816
Fosun International
China
$3.08M -$229K -847 -7%
LT
1817
Lindsell Train
United Kingdom
$3.08M +$946K +3,500 +45%
HCA
1818
Horan Capital Advisors
Ohio
$3.07M -$15.7K -58 -0.5%
EBT
1819
Enterprise Bank & Trust
Massachusetts
$3.06M -$14.3K -53 -0.5%
RCM
1820
Radnor Capital Management
Pennsylvania
$3.06M +$301K +1,115 +11%
GA
1821
Geller Advisors
New York
$3.05M +$22.2K +82 +0.7%
SFS
1822
Symphony Financial Services
Ohio
$3.05M +$17K +63 +0.6%
CFMC
1823
Curbstone Financial Management Corp
New Hampshire
$3.04M -$27K -100 -0.9%
RCM
1824
Regency Capital Management
Hawaii
$3.04M +$885K +3,273 +42%
AIC
1825
Argus Investors Counsel
New York
$3.04M -$43.8K -162 -1%

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.