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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
FWA
2051
FOCUS Wealth Advisors
Texas
$2.15M -$10K -37 -0.5%
OWA
2052
One Wealth Advisors
California
$2.15M -$1.89K -7 -0.1%
APP
2053
Avantax Planning Partners
Iowa
$2.15M -$1.2M -4,449 -36%
LI
2054
Lafayette Investments
Maryland
$2.15M +$164K +607 +8%
TP
2055
Tranquility Partners
Tennessee
$2.14M -$6.22K -23 -0.3%
HIC
2056
Holderness Investments Company
North Carolina
$2.14M +$191K +705 +10%
NF
2057
Nvest Financial
New Hampshire
$2.14M +$127K +468 +6%
MRG
2058
Milestone Resources Group
British Virgin Islands
$2.13M -$83.2M -307,562 -98%
BA
2059
Ballast Advisors
Minnesota
$2.13M -$9.73K -36 -0.5%
SXL
2060
Summit X LLC
Missouri
$2.13M -$253K -934 -10%
LWL
2061
Leo Wealth LLC
Texas
$2.12M -$95.7K -354 -4%
TI
2062
Trexquant Investment
Connecticut
$2.12M -$17.9M -66,383 -90%
JWCA
2063
J.W. Coons Advisors
Ohio
$2.12M -$15.7K -58 -0.7%
MS
2064
Maven Securities
Jersey
$2.11M +$1.64M +6,051 +369%
DFG
2065
Delta Financial Group
New Jersey
$2.11M +$26.8K +99 +1%
SDWIA
2066
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.11M +$5.41K +20 +0.3%
RMC
2067
Resources Management Corp
Connecticut
$2.1M -$60.8K -225 -3%
FBT
2068
First Bankers Trust
Kentucky
$2.1M +$837K +3,096 +68%
UAML
2069
US Asset Management LLC
Pennsylvania
$2.1M -$182K -675 -9%
NWAG
2070
Net Worth Advisory Group
Utah
$2.1M +$2.06M +7,631 New
SA
2071
SRN Advisors
Pennsylvania
$2.09M -$149K -552 -7%
RIM
2072
Redwood Investment Management
Arizona
$2.09M -$1.68M -6,200 -45%
TW
2073
Transform Wealth
Colorado
$2.09M -$1.62K -6 -0.1%
SFO
2074
Stokes Family Office
Louisiana
$2.08M +$67K +248 +3%
JIC
2075
Joel Isaacson & Co
New York
$2.08M -$49.7K -184 -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.