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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
PL
2201
Perpetual Ltd
Australia
$1.75M +$7.57K +28 +0.4%
HIM
2202
Harbour Investment Management
Washington
$1.75M -$20.3K -75 -1%
OPTFSNA
2203
Old Point Trust & Financial Services N A
Virginia
$1.74M +$115K +425 +7%
FIM
2204
FWL Investment Management
Texas
$1.74M +$1.63M +6,015 +2,005%
EFMC
2205
Empire Financial Management Company
New York
$1.74M
DBIA
2206
Dumont & Blake Investment Advisors
New Jersey
$1.73M -$1.69M -6,261 -50%
PWA
2207
Prairie Wealth Advisors
Nebraska
$1.73M +$8.11K +30 +0.5%
WRPWM
2208
Werba Rubin Papier Wealth Management
California
$1.73M +$5.41K +20 +0.3%
WKSWA
2209
White Knight Strategic Wealth Advisors
New Jersey
$1.73M +$231K +856 +16%
GAB
2210
German American Bancorp
Indiana
$1.73M +$35.1K +130 +2%
LAM
2211
L2 Asset Management
Massachusetts
$1.72M +$56.8K +210 +3%
SHFA
2212
SC&H Financial Advisors
Maryland
$1.72M -$42.2K -156 -2%
GAG
2213
Goodman Advisory Group
Massachusetts
$1.71M +$21.6K +80 +1%
AA
2214
Argent Advisors
Louisiana
$1.71M +$811 +3 +0%
MFG
2215
Menard Financial Group
Texas
$1.71M +$9.46K +35 +0.6%
BWM
2216
BNC Wealth Management
Oregon
$1.71M -$13.2K -49 -0.8%
CCAM
2217
Cascades Capital Asset Management
North Carolina
$1.71M +$1.68M +6,214 New
GDP
2218
Great Diamond Partners
Maine
$1.7M -$763K -2,822 -31%
PCG
2219
PFC Capital Group
California
$1.7M +$28.4K +105 +2%
WFG
2220
Wills Financial Group
Virginia
$1.7M +$192K +712 +13%
GWM
2221
Glass Wealth Management
Texas
$1.69M +$240K +887 +17%
MCM
2222
Monument Capital Management
Virginia
$1.69M
BWM
2223
Buckley Wealth Management
Nevada
$1.69M +$431K +1,595 +35%
TF
2224
Trek Financial
Arizona
$1.68M +$63K +233 +4%
PCMC
2225
Planning Capital Management Corporation
Pennsylvania
$1.68M +$427K +1,580 +35%

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.