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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
EWA
2276
Etesian Wealth Advisors
Oregon
$1.56M +$41.6K +154 +3%
BFA
2277
Brown Financial Advisors
Ohio
$1.56M +$150K +554 +11%
EB
2278
Emprise Bank
Kansas
$1.55M -$83.5K -309 -5%
CCA
2279
Childress Capital Advisors
Texas
$1.55M +$27.8K +103 +2%
TW
2280
TrinityPoint Wealth
Connecticut
$1.55M -$1.9M -7,026 -56%
ZF
2281
Zhang Financial
Michigan
$1.55M +$29.7K +110 +2%
UAG
2282
United Advisor Group
Ohio
$1.55M +$428K +1,582 +39%
SAM
2283
Summit Asset Management
Tennessee
$1.54M -$541 -2 -0%
BHB
2284
Bank Hapoalim BM
Israel
$1.54M -$1.49M -5,510 -50%
LCM
2285
Leisure Capital Management
California
$1.54M +$53.8K +199 +4%
PCFFS
2286
Pacific Center for Financial Services
California
$1.54M -$47.6K -176 -3%
CIP
2287
Capital Insight Partners
Arizona
$1.54M -$55.4K -205 -4%
IWA
2288
IVC Wealth Advisors
Pennsylvania
$1.54M -$21.4K -79 -1%
MSS
2289
Mitchell Sinkler & Starr
Pennsylvania
$1.54M +$377K +1,395 +27%
BAAM
2290
Baker Avenue Asset Management
California
$1.53M +$433K +1,600 +40%
CIM
2291
Corda Investment Management
Texas
$1.53M -$62.7K -232 -4%
MFG
2292
Monte Financial Group
Connecticut
$1.53M +$41.9K +155 +3%
CP
2293
Canopy Partners
Ohio
$1.53M +$5.14K +19 +0.3%
BHIA
2294
Birch Hill Investment Advisors
Massachusetts
$1.53M +$197K +727 +15%
1IA
2295
1834 Investment Advisors
Wisconsin
$1.52M -$250K -925 -14%
MLM
2296
Mount Lucas Management
Pennsylvania
$1.52M -$1.13M -4,172 -43%
LCM
2297
Lazari Capital Management
California
$1.52M -$2.97K -11 -0.2%
AIA
2298
Alera Investment Advisors
Illinois
$1.52M -$4.6K -17 -0.3%
DFCM
2299
Dark Forest Capital Management
Puerto Rico
$1.51M +$1.49M +5,509 New
GIA
2300
Guyasuta Investment Advisors
Pennsylvania
$1.51M -$49.7K -184 -3%

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.