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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
CPW
1826
Cove Private Wealth
New York
$3.04M
HAG
1827
HF Advisory Group
Maryland
$3.03M +$391K +1,445 +15%
CWM
1828
Cordatus Wealth Management
Pennsylvania
$3.02M +$31.4K +116 +1%
SF
1829
Symphony Financial
Texas
$3.02M +$71.4K +264 +2%
BIG
1830
Brooklyn Investment Group
New York
$3.02M +$72.7K +269 +3%
CH
1831
Canton Hathaway
Rhode Island
$3.02M
ICM
1832
IMS Capital Management
Oregon
$3.01M +$25.1K +93 +0.9%
BFS
1833
Bard Financial Services
Connecticut
$3.01M
HA
1834
Harfst & Associates
Wyoming
$3.01M +$167K +617 +6%
EFM
1835
E Fund Management
China
$3.01M -$362K -1,340 -11%
CA
1836
Continuum Advisory
Idaho
$3.01M +$140K +519 +6%
SQA
1837
Simon Quick Advisors
New Jersey
$3.01M +$747K +2,763 +34%
CVA
1838
Central Valley Advisors
California
$3.01M +$50K +185 +2%
MWAM
1839
Manhattan West Asset Management
California
$3M +$79.8K +295 +3%
GPA
1840
Garrison Point Advisors
California
$2.97M
KGC
1841
Kennon-Green & Company
Ohio
$2.97M +$68.1K +252 +2%
NG
1842
Northstar Group
New York
$2.97M +$506K +1,873 +21%
SSI
1843
Scott & Selber Inc
Texas
$2.97M -$14.3K -53 -0.5%
BMWM
1844
Brown Miller Wealth Management
Virginia
$2.97M +$77.3K +286 +3%
IP
1845
Intellectus Partners
California
$2.97M +$541 +2 +0%
GWANC
1846
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.97M +$96.8K +358 +3%
NL
1847
NWAM LLC
Washington
$2.96M -$15.7K -58 -0.5%
KCM
1848
Kathmere Capital Management
Pennsylvania
$2.95M +$109K +402 +4%
SBIA
1849
Sheaff Brock Investment Advisors
Indiana
$2.95M +$2.16K +8 +0.1%
GTAM
1850
Global Trust Asset Management
Florida
$2.95M +$37.6K +139 +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.