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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
GPI
2401
General Partner Inc
Pennsylvania
$1.35M -$67.6K -250 -5%
PL
2402
Plancorp LLC
Missouri
$1.35M +$6.22K +23 +0.5%
PFG
2403
Prosperity Financial Group
California
$1.34M +$65.4K +242 +5%
EFH
2404
Eaton Financial Holdings
Florida
$1.34M +$1.32M +4,869 New
TNA
2405
True North Advisors
Texas
$1.34M -$28.9K -107 -2%
WAG
2406
Wallace Advisory Group
California
$1.34M -$28.9K -107 -2%
KCM
2407
Knoll Capital Management
Florida
$1.33M
WWS
2408
Wellington Wealth Strategies
Indiana
$1.33M +$1.24M +4,596 New
JCM
2409
Jacobsen Capital Management
Utah
$1.33M -$39.2K -145 -3%
RBFC
2410
Roman Butler Fullerton & Co
Missouri
$1.33M +$18.1K +67 +1%
WCM
2411
Winthrop Capital Management
Indiana
$1.32M -$34.3K -127 -3%
TWM
2412
Tradition Wealth Management
Minnesota
$1.32M -$24.1K -89 -2%
CSIC
2413
Clifford Swan Investment Counsel
California
$1.32M -$1.35K -5 -0.1%
RPWA
2414
Regent Peak Wealth Advisors
Georgia
$1.32M -$11.9K -44 -0.9%
KA
2415
Kovack Advisors
Florida
$1.32M -$78.7K -291 -6%
MPW
2416
Monterey Private Wealth
California
$1.32M -$31.9K -118 -2%
MMA
2417
Mizuho Markets Americas
New York
$1.32M +$1.29M +4,784 New
JWM
2418
Jessup Wealth Management
Ohio
$1.31M -$51.9K -192 -4%
CA
2419
Cambridge Advisors
Nebraska
$1.31M +$34.1K +126 +3%
RL
2420
Rogco LP
Oklahoma
$1.31M -$74.6K -276 -5%
AGA
2421
Accuvest Global Advisors
Utah
$1.31M +$1.17M +4,332 New
FW
2422
FullCircle Wealth
Texas
$1.31M +$31.4K +116 +3%
AFS
2423
Aft Forsyth & Sober
Florida
$1.31M
CC
2424
Copperleaf Capital
North Carolina
$1.31M -$27.3K -101 -2%
VWM
2425
Vigilare Wealth Management
Arizona
$1.3M -$270 -1 -0%

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.