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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
SG
1951
StoneX Group
New York
$2.56M +$113K +418 +5%
LA
1952
LM Advisors
California
$2.55M -$937K -3,465 -27%
RAM
1953
Ramirez Asset Management
New York
$2.54M +$16.2K +60 +0.7%
HFA
1954
Harbert Fund Advisors
Alabama
$2.54M +$473K +1,750 +23%
CRI
1955
Commonwealth Retirement Investments
Virginia
$2.54M +$72.2K +267 +3%
RPCONE
1956
Retirement Planning Company of New England
Rhode Island
$2.54M +$164K +607 +7%
EFG
1957
Everhart Financial Group
Ohio
$2.54M +$117K +432 +5%
DC
1958
DeDora Capital
California
$2.54M +$8.65K +32 +0.3%
JHCP
1959
Jackson Hole Capital Partners
Oklahoma
$2.53M +$66.5K +246 +3%
MFG
1960
MidWestOne Financial Group
Iowa
$2.53M -$38.4K -142 -2%
CIA
1961
Compass Ion Advisors
Pennsylvania
$2.53M -$5.95K -22 -0.2%
CWM
1962
Compass Wealth Management
Connecticut
$2.53M -$4.05K -15 -0.2%
CA
1963
Claro Advisors
Massachusetts
$2.53M +$743K +2,750 +43%
SFPG
1964
Stonebridge Financial Planning Group
Florida
$2.53M -$21.6K -80 -0.9%
PP
1965
PDS Planning
Ohio
$2.52M +$13.5K +50 +0.5%
LPT
1966
Legacy Private Trust
Wisconsin
$2.52M +$121K +449 +5%
AW
1967
Alaethes Wealth
Nevada
$2.52M +$94.1K +348 +4%
FPCP
1968
Fort Point Capital Partners
California
$2.52M +$327K +1,210 +15%
MG
1969
Marex Group
$2.52M +$49.7K +184 +2%
WAG
1970
Winthrop Advisory Group
Massachusetts
$2.52M -$8.92K -33 -0.4%
SIM
1971
Sentry Investment Management
Wisconsin
$2.52M +$183K +677 +8%
PSB
1972
Passumpsic Savings Bank
Vermont
$2.51M +$48.4K +179 +2%
TGCMU
1973
Titan Global Capital Management USA
New York
$2.51M -$63.8K -236 -3%
AMCA
1974
Arthur M. Cohen & Associates
Illinois
$2.5M +$299K +1,105 +14%
HG
1975
Herbst Group
Connecticut
$2.5M +$1.06M +3,925 +76%

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.