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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
MW
2251
MBL Wealth
North Carolina
$1.61M +$39.2K +145 +3%
SFI
2252
SPC Financial Inc
Maryland
$1.61M -$18.9K -70 -1%
RCA
2253
Roberts Capital Advisors
Colorado
$1.6M
PSB
2254
Piscataqua Savings Bank
New Hampshire
$1.6M +$6.49K +24 +0.4%
GKWIM
2255
Gerber Kawasaki Wealth & Investment Management
California
$1.6M -$18.9K -70 -1%
BC
2256
Bowman & Company
Wisconsin
$1.6M +$176K +650 +13%
WFI
2257
West Family Investments
California
$1.6M +$277K +1,023 +21%
MIM
2258
Morningstar Investment Management
Illinois
$1.59M +$1.54M +5,684 New
HAI
2259
Hennessy Advisors Inc
California
$1.59M -$27K -100 -2%
MC
2260
Machina Capital
France
$1.59M +$127K +471 +9%
EP
2261
Edgestream Partners
New Jersey
$1.59M -$1.1M -4,067 -41%
DOA
2262
D'Orazio & Associates
Virginia
$1.59M -$14.9K -55 -0.9%
BFO
2263
Biltmore Family Office
North Carolina
$1.59M +$61.4K +227 +4%
LSIA
2264
LaSalle St. Investment Advisors
Illinois
$1.59M +$184K +679 +13%
TLCM
2265
Twin Lakes Capital Management
California
$1.59M +$2.43K +9 +0.2%
FFA
2266
Fortune Financial Advisors
Kansas
$1.59M -$509K -1,881 -25%
WP
2267
WealthPLAN Partners
Nebraska
$1.59M -$2.27M -8,409 -59%
CIA
2268
Cape Investment Advisory
Georgia
$1.58M +$22.7K +84 +1%
KI
2269
Keystone Investors
Singapore
$1.58M -$311K -1,150 -17%
BG
2270
BDF Gestion
France
$1.58M
PIA
2271
Perennial Investment Advisors
California
$1.57M -$38.7K -143 -2%
OWA
2272
Octavia Wealth Advisors
Ohio
$1.56M +$5.68K +21 +0.4%
NCFG
2273
New Century Financial Group
New Jersey
$1.56M +$16.5K +61 +1%
CP
2274
Covenant Partners
Tennessee
$1.56M +$153K +565 +11%
DWAM
2275
Duncan Williams Asset Management
Tennessee
$1.56M +$275K +1,017 +22%

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.