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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
JA
1851
JLB & Associates
Michigan
$2.94M +$52.4K +194 +2%
SLC
1852
Second Line Capital
Louisiana
$2.94M +$401K +1,485 +16%
CB
1853
CNB Bank
Pennsylvania
$2.93M +$2.97K +11 +0.1%
SIC
1854
SJS Investment Consulting
Ohio
$2.93M +$811 +3 +0%
PWMAG
1855
Pinnacle Wealth Management Advisory Group
New Jersey
$2.93M -$33K -122 -1%
NHC
1856
Nicholas Hoffman & Company
Georgia
$2.93M -$8.11K -30 -0.3%
TWM
1857
Thrive Wealth Management
Pennsylvania
$2.93M +$303K +1,120 +12%
MYIA
1858
Mount Yale Investment Advisors
Colorado
$2.93M -$587K -2,172 -17%
MWM
1859
Mattern Wealth Management
Kansas
$2.93M -$1.34M -4,943 -32%
AFA
1860
Abacus FCF Advisors
Florida
$2.92M -$1.44M -5,322 -33%
APWM
1861
Argonautica Private Wealth Management
Massachusetts
$2.92M +$55.7K +206 +2%
RCA
1862
Riverview Capital Advisers
Massachusetts
$2.91M
PPWP
1863
Premier Path Wealth Partners
New Jersey
$2.91M -$33.5K -124 -1%
GCM
1864
Gladius Capital Management
Illinois
$2.9M +$920K +3,404 +48%
EWM
1865
Evergreen Wealth Management
Michigan
$2.9M +$196K +726 +7%
ETCM
1866
Evolutionary Tree Capital Management
Virginia
$2.89M -$50.3K -186 -2%
SPWG
1867
Syntegra Private Wealth Group
Missouri
$2.89M +$56.2K +208 +2%
QWP
1868
Quotient Wealth Partners
Texas
$2.89M -$257K -949 -8%
OCM
1869
Olstein Capital Management
New York
$2.89M
FFO
1870
Fiduciary Family Office
Florida
$2.88M +$441K +1,630 +18%
PAMG
1871
Patton Albertson Miller Group
Tennessee
$2.88M -$3.52K -13 -0.1%
SPFA
1872
Summit Place Financial Advisors
New Jersey
$2.88M -$129K -478 -4%
MW
1873
Marcum Wealth
Ohio
$2.88M +$96.2K +356 +4%
RIA
1874
Richwood Investment Advisors
Ohio
$2.86M -$1.89K -7 -0.1%
ECG
1875
Edge Capital Group
Georgia
$2.86M +$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.