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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
AWMT
1976
AAFMAA Wealth Management & Trust
North Carolina
$2.5M +$112K +414 +5%
OC
1977
Oakworth Capital
Alabama
$2.5M -$26K -96 -1%
SIA
1978
Schear Investment Advisers
Ohio
$2.5M +$233K +863 +11%
SWM
1979
Selective Wealth Management
Virginia
$2.49M -$207K -765 -8%
BWG
1980
Boomfish Wealth Group
Georgia
$2.49M +$54.6K +202 +2%
TSW
1981
Three Seasons Wealth
Utah
$2.48M +$35.1K +130 +1%
EA
1982
Ellsworth Advisors
Ohio
$2.47M +$112K +414 +5%
CCA
1983
Criterion Capital Advisors
Tennessee
$2.46M
NPA
1984
Nichols & Pratt Advisers
Massachusetts
$2.45M +$888K +3,284 +58%
BAM
1985
Byrne Asset Management
New Jersey
$2.45M -$4.6K -17 -0.2%
RWP
1986
Revolve Wealth Partners
New Jersey
$2.45M +$91.9K +340 +4%
PBT
1987
Pictet Bank & Trust
Bahamas
$2.44M -$79.8K -295 -3%
CA
1988
Callahan Advisors
Texas
$2.44M +$270 +1 +0%
CCM
1989
CAAS Capital Management
New York
$2.44M +$2.4M +8,871 New
FFM
1990
Forum Financial Management
Illinois
$2.43M +$55.2K +204 +2%
LD
1991
Lipe & Dalton
New York
$2.43M -$6.76K -25 -0.3%
BC
1992
Bridgefront Capital
Texas
$2.43M +$202K +746 +9%
CAMV
1993
Concord Asset Management (Virginia)
Virginia
$2.43M +$280K +1,036 +13%
NED
1994
Nancy E. Dempze
$2.42M +$811K +3,000 +52%
GWSG
1995
GPS Wealth Strategies Group
Colorado
$2.41M -$107K -395 -4%
CFG
1996
Cooper Financial Group
California
$2.41M +$23.5K +87 +1%
OFS
1997
Orrstown Financial Services
Pennsylvania
$2.4M +$668K +2,471 +39%
GLA
1998
Good Life Advisors
Pennsylvania
$2.4M +$224K +829 +10%
FWM
1999
ForthRight Wealth Management
Georgia
$2.39M +$63.8K +236 +3%
SAI
2000
Systematic Alpha Investments
New Jersey
$2.38M

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.