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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
CWP
1926
Concord Wealth Partners
Virginia
$2.66M +$230K +852 +10%
PPC
1927
Park Place Capital
Alabama
$2.65M -$303K -1,120 -10%
UB
1928
Umpqua Bank
Oregon
$2.64M +$56.2K +208 +2%
FMWA
1929
Forvis Mazars Wealth Advisors
Missouri
$2.64M +$45.7K +169 +2%
SMH
1930
Sanders Morris Harris
Texas
$2.64M +$99.5K +368 +4%
LTI
1931
Laffer Tengler Investments
Tennessee
$2.63M +$609K +2,253 +31%
Parnassus Investments
1932
Parnassus Investments
California
$2.63M +$255K +943 +11%
DWM
1933
Darwin Wealth Management
Florida
$2.62M -$79.5K -294 -3%
EHWM
1934
Eads & Heald Wealth Management
Georgia
$2.62M -$144K -534 -5%
TWM
1935
TCFG Wealth Management
California
$2.62M +$2.57M +9,514 New
SFG
1936
Snider Financial Group
Washington
$2.61M +$136K +502 +6%
ACL
1937
Applied Capital LLC
Florida
$2.61M -$10.8K -40 -0.4%
ITC
1938
Inspire Trust Company
Nevada
$2.61M +$735K +2,718 +40%
MA
1939
MONECO Advisors
Connecticut
$2.61M +$639K +2,365 +33%
DIP
1940
DT Investment Partners
Pennsylvania
$2.61M +$95.7K +354 +4%
CG
1941
Carmignac Gestion
France
$2.61M -$112K -415 -4%
CNBT
1942
Canandaigua National Bank & Trust
New York
$2.59M -$141K -523 -5%
NCGI
1943
Next Century Growth Investors
Minnesota
$2.59M -$1.78M -6,585 -41%
1W
1944
1776 Wealth
Georgia
$2.59M -$86.2K -319 -3%
SHFA
1945
SS&H Financial Advisors
Michigan
$2.58M +$47K +174 +2%
MW
1946
Maia Wealth
Colorado
$2.58M +$255K +943 +12%
PH
1947
Pinnacle Holdings
Oklahoma
$2.57M -$1.62K -6 -0.1%
HAC
1948
Harbor Advisory Corp
New Hampshire
$2.57M +$94.6K +350 +4%
KA
1949
Klingman & Associates
New York
$2.56M +$1.49M +5,497 +144%
WCM
1950
Weaver Capital Management
Georgia
$2.56M -$173K -639 -6%

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.