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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
LWM
2226
Lodestone Wealth Management
Washington
$1.68M -$337K -1,246 -17%
FCAS
2227
First Command Advisory Services
Texas
$1.68M -$541 -2 -0%
LI
2228
LRI Investments
Florida
$1.68M +$6.89M +25,485 +473%
HFO
2229
Heritage Family Offices
Arizona
$1.68M +$1.89K +7 +0.1%
GAM
2230
Grandview Asset Management
Pennsylvania
$1.66M +$27.8K +103 +2%
XF
2231
XML Financial
Maryland
$1.66M -$22.7K -84 -1%
KFS
2232
Kurt F. Somerville
$1.66M -$13.5K -50 -0.8%
MA
2233
MJP Associates
Connecticut
$1.66M -$130K -480 -7%
ARMT
2234
Amica Retiree Medical Trust
Rhode Island
$1.65M +$1.62M +6,009 New
CWM
2235
Centurion Wealth Management
Virginia
$1.65M +$1.62M +5,988 New
TAM
2236
Tealwood Asset Management
Minnesota
$1.65M +$1.62M +5,987 New
FGI
2237
Foresight Global Investors
New York
$1.64M +$108K +400 +7%
SFP
2238
Sandbox Financial Partners
Maryland
$1.64M -$46.5K -172 -3%
WIC
2239
Woodmont Investment Counsel
Tennessee
$1.64M -$8.11K -30 -0.5%
TIA
2240
Traphagen Investment Advisors
New Jersey
$1.64M +$7.84K +29 +0.5%
IIC
2241
Ironwood Investment Counsel
Arizona
$1.63M
CCM
2242
Conway Capital Management
California
$1.63M
SOS
2243
Silver Oak Securities
Tennessee
$1.63M +$192K +709 +14%
SAF
2244
Smith Anglin Financial
Texas
$1.63M +$11.6K +43 +0.7%
CWM
2245
Circle Wealth Management
New Jersey
$1.62M +$140K +518 +10%
CPSC
2246
Carl P. Sherr & Co
Massachusetts
$1.62M +$16.2K +60 +1%
FC
2247
Fulcrum Capital
Washington
$1.62M -$56K -207 -3%
MMPW
2248
Mitchell McLeod Pugh & Williams
Alabama
$1.62M +$10.8K +40 +0.7%
BWP
2249
BSW Wealth Partners
Colorado
$1.62M +$127K +468 +9%
CSI
2250
Cross Staff Investments
New York
$1.61M -$15.4K -57 -1%

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.