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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
SFM
2026
Systematic Financial Management
New Jersey
$2.28M
AWC
2027
Abundance Wealth Counselors
Pennsylvania
$2.27M +$145K +537 +7%
TFA
2028
Teamwork Financial Advisors
Texas
$2.27M -$987K -3,649 -31%
NFG
2029
Northeast Financial Group
Pennsylvania
$2.27M +$209K +772 +10%
SWM
2030
Sculati Wealth Management
Michigan
$2.27M -$14.9K -55 -0.7%
ITIM
2031
Indiana Trust & Investment Management
Indiana
$2.26M +$13.8K +51 +0.6%
GWM
2032
Gray Wealth Management
Maine
$2.25M -$78.4K -290 -3%
PPWM
2033
Paragon Private Wealth Management
Kentucky
$2.25M +$91.4K +338 +4%
UW
2034
Unique Wealth
Florida
$2.25M +$317K +1,171 +17%
HCCM
2035
Hudson Canyon Capital Management
New York
$2.24M
MSFS
2036
Main Street Financial Solutions
Pennsylvania
$2.24M +$31.9K +118 +1%
FIM
2037
Freedom Investment Management
Connecticut
$2.23M +$152K +562 +7%
SCM
2038
Soros Capital Management
New York
$2.23M +$2.19M +8,107 New
BFA
2039
Beacon Financial Advisory
Ohio
$2.23M +$131K +483 +6%
CGFA
2040
Colton Groome Financial Advisors
North Carolina
$2.22M -$83.8K -310 -4%
SI
2041
Shaker Investments
Ohio
$2.22M -$2.05M -7,581 -48%
SP
2042
Stonebrook Private
Michigan
$2.22M -$45.7K -169 -2%
BCP
2043
Blackhawk Capital Partners
Wisconsin
$2.22M -$191K -708 -8%
NB
2044
Northwest Bancshares
Pennsylvania
$2.2M -$17K -63 -0.8%
9WM
2045
9258 Wealth Management
Ohio
$2.2M +$6.49K +24 +0.3%
SCM
2046
Stevens Capital Management
Pennsylvania
$2.19M -$2.81M -10,391 -57%
CFCI
2047
Comprehensive Financial Consultants Institutional
Indiana
$2.18M +$7.3K +27 +0.3%
WAAG
2048
Wealth Alliance Advisory Group
Kansas
$2.18M +$88.7K +328 +4%
SAM
2049
Secure Asset Management
Michigan
$2.18M +$259K +957 +14%
KSWA
2050
Kathleen S. Wright Associates
Pennsylvania
$2.15M -$48.1K -178 -2%

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.