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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
BSTWA
2351
Blake Schutter Theil Wealth Advisors
Ohio
$1.43M +$1.41M +5,204 New
DAM
2352
Delta Asset Management
Tennessee
$1.43M
OAM
2353
Oxford Asset Management
United Kingdom
$1.43M +$1.4M +5,188 New
APA
2354
Astoria Portfolio Advisors
New York
$1.42M +$58.9K +218 +4%
BFIC
2355
Bedell Frazier Investment Counselling
California
$1.42M -$811 -3 -0.1%
TF
2356
TLWM Financial
Texas
$1.42M -$21.6K -80 -2%
BIP
2357
Blueprint Investment Partners
North Carolina
$1.42M -$663K -2,451 -32%
KIG
2358
Kennedy Investment Group
New Jersey
$1.41M +$15.4K +57 +1%
HFA
2359
High Falls Advisors
New York
$1.41M +$4.33K +16 +0.3%
VAG
2360
VisionPoint Advisory Group
Texas
$1.41M +$300K +1,111 +28%
WWP
2361
WR Wealth Planners
Missouri
$1.41M +$14.3K +53 +1%
AWM
2362
Aviso Wealth Management
Washington
$1.41M +$1.35K +5 +0.1%
RGF
2363
Retirement Guys Formula
Ohio
$1.41M +$62.5K +231 +5%
MCM
2364
Mainstay Capital Management
Michigan
$1.41M -$3.79K -14 -0.3%
GPFA
2365
Game Plan Financial Advisors
Ohio
$1.41M -$663K -2,452 -32%
CF
2366
Copperwynd Financial
Arizona
$1.4M +$102K +378 +8%
FFG
2367
Fiduciary Financial Group
California
$1.4M -$1.35K -5 -0.1%
CIM
2368
Caldwell Investment Management
Ontario, Canada
$1.4M
GA
2369
GFS Advisors
Texas
$1.4M -$25.7M -94,906 -95%
HWM
2370
Hohimer Wealth Management
Washington
$1.4M +$42.2K +156 +3%
LP
2371
LGL Partners
Pennsylvania
$1.4M -$27.6K -102 -2%
OIS
2372
Okabena Investment Services
Minnesota
$1.4M -$51.6K -191 -4%
TWA
2373
TCI Wealth Advisors
Arizona
$1.4M +$26.5K +98 +2%
MWM
2374
Modern Wealth Management
Kansas
$1.39M -$334K -1,234 -20%
CFIA
2375
Cantor Fitzgerald Investment Advisors
New York
$1.39M +$14.3K +53 +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.