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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
WPW
2301
Watershed Private Wealth
Illinois
$1.51M +$4.05K +15 +0.3%
EFSCE
2302
Enterprise Financial Services Corp (EFSC)
Missouri
$1.51M -$76.2K -282 -5%
MWM
2303
MGB Wealth Management
Texas
$1.5M -$281K -1,038 -16%
MCIA
2304
Mountain Capital Investment Advisors
Colorado
$1.5M -$26.8K -99 -2%
LOIP
2305
Live Oak Investment Partners
Texas
$1.5M
DS
2306
DRW Securities
Illinois
$1.49M -$2.44M -9,012 -62%
CAM
2307
Cozad Asset Management
Illinois
$1.49M +$43.3K +160 +3%
GWP
2308
Gen-Wealth Partners
Michigan
$1.49M +$27.3K +101 +2%
HCM
2309
Hodges Capital Management
Texas
$1.49M -$80.8K -299 -5%
HGERS
2310
Householder Group Estate & Retirement Specialist
Arizona
$1.48M -$271K -1,004 -16%
AL
2311
Aspiriant LLC
California
$1.48M +$64.3K +238 +5%
XWM
2312
Xcel Wealth Management
Florida
$1.48M -$3.52K -13 -0.2%
NDSI
2313
Newman Dignan & Sheerar Inc
Rhode Island
$1.48M +$34.3K +127 +3%
MCWA
2314
Meadow Creek Wealth Advisors
Georgia
$1.48M -$1.62K -6 -0.1%
OWA
2315
Opal Wealth Advisors
New York
$1.48M +$42.2K +156 +3%
FNWM
2316
Financial Network Wealth Management
Utah
$1.48M -$4.33K -16 -0.3%
LA
2317
Lindenwold Advisors
Pennsylvania
$1.47M +$6.76K +25 +0.5%
IWN
2318
Independent Wealth Network
Iowa
$1.47M +$12.7K +47 +0.9%
KLCM
2319
KG&L Capital Management
Louisiana
$1.47M +$856K +3,168 +145%
PWAM
2320
Pinnacle West Asset Management
Wyoming
$1.47M
EFG
2321
Ethos Financial Group
Pennsylvania
$1.47M -$26.8K -99 -2%
IP
2322
Investment Partners
Ohio
$1.47M -$7.57K -28 -0.5%
JWA
2323
JFS Wealth Advisors
Pennsylvania
$1.47M +$855K +3,164 +145%
SAM
2324
Selway Asset Management
$1.47M +$1.44M +5,340 New
LGA
2325
Lebenthal Global Advisors
New York
$1.47M +$46.5K +172 +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.