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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
FPFS
2101
First Personal Financial Services
North Carolina
$2.02M -$67.6K -250 -3%
CAM
2102
Covenant Asset Management
New Jersey
$2.01M
WCA
2103
Waratah Capital Advisors
Ontario, Canada
$2.01M -$11.9M -43,919 -86%
PSP
2104
Principal Street Partners
Tennessee
$2.01M +$393K +1,455 +24%
SFWC
2105
Strategic Family Wealth Counselors
New Jersey
$1.99M +$15.1K +56 +0.8%
PBC
2106
Pavion Blue Capital
California
$1.99M
KFGK
2107
Keystone Financial Group (Kentucky)
Kentucky
$1.99M +$11.1K +41 +0.6%
ZIG
2108
Zullo Investment Group
Pennsylvania
$1.99M +$19.7K +73 +1%
VA
2109
Valmark Advisers
Ohio
$1.99M +$110K +407 +6%
SCP
2110
Stamos Capital Partners
California
$1.99M +$973K +3,600 +99%
RCIM
2111
Red Cedar Investment Management
Michigan
$1.98M
KIM
2112
Kestra Investment Management
Texas
$1.98M +$1.95M +7,208 New
SP
2113
Stablepoint Partners
Massachusetts
$1.98M +$60K +222 +3%
PFWA
2114
Paces Ferry Wealth Advisors
Georgia
$1.97M -$14.9K -55 -0.8%
AGP
2115
Autumn Glory Partners
Texas
$1.97M +$559K +2,068 +41%
SSW
2116
Stone Summit Wealth
Florida
$1.97M -$12.2K -45 -0.6%
MLA
2117
My Legacy Advisors
Oregon
$1.97M -$437K -1,616 -18%
CASB
2118
Cape Ann Savings Bank
Massachusetts
$1.97M +$2.97K +11 +0.2%
SAM
2119
Strategy Asset Managers
California
$1.96M +$749K +2,771 +63%
HEIP
2120
Hudson Edge Investment Partners
New Jersey
$1.95M
WP
2121
Westmount Partners
California
$1.95M -$33.3K -123 -2%
LA
2122
Lynch & Associates
Indiana
$1.95M +$43K +159 +2%
TCG
2123
Tremblant Capital Group
Florida
$1.94M +$143K +530 +8%
AIM
2124
Aspen Investment Management
Michigan
$1.94M +$28.7K +106 +2%
CC
2125
Cadinha & Co
Hawaii
$1.94M -$8.17M -30,207 -81%

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.