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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
CWP
2426
Core Wealth Partners
California
$1.3M +$171K +634 +15%
VWA
2427
Visionary Wealth Advisors
Illinois
$1.3M -$76.5K -283 -6%
WCWM
2428
Willow Creek Wealth Management
California
$1.3M +$4.87K +18 +0.4%
TA
2429
TFB Advisors
Kansas
$1.3M -$16.5K -61 -1%
GCC
2430
Guardian Capital (Canada)
Ontario, Canada
$1.3M +$271K +1,004 +27%
AIM
2431
Aigen Investment Management
New York
$1.3M -$3.71M -13,730 -74%
BCM
2432
Birch Capital Management
Texas
$1.29M +$216K +799 +20%
GIM
2433
Gold Investment Management
Alberta, Canada
$1.29M -$166K -615 -12%
SAM
2434
S.A. Mason
Michigan
$1.29M +$6.49K +24 +0.5%
RA
2435
Rockingstone Advisors
Massachusetts
$1.29M -$9.46K -35 -0.7%
APIM
2436
Agate Pass Investment Management
Washington
$1.29M -$4.6K -17 -0.4%
DAM
2437
Draper Asset Management
New York
$1.28M +$534K +1,975 +73%
BC
2438
Brio Consultants
California
$1.28M +$927K +3,429 +278%
RFA
2439
Resurgent Financial Advisors
Georgia
$1.28M -$16.8K -62 -1%
PSP
2440
Pacific Sage Partners
Washington
$1.27M +$270 +1 +0%
GGV
2441
GG Group Ventures
Florida
$1.27M +$33.5K +124 +3%
NPT
2442
National Philanthropic Trust
Pennsylvania
$1.27M -$9.73K -36 -0.8%
CG
2443
Corundum Group
Colorado
$1.27M -$602K -2,228 -33%
FFC
2444
First Financial Corp
Indiana
$1.27M +$6.76K +25 +0.5%
PWM
2445
Paulson Wealth Management
Illinois
$1.27M +$52.7K +195 +4%
HCM
2446
Horiko Capital Management
New York
$1.26M
AA
2447
Alta Advisers
United Kingdom
$1.26M +$81.1K +300 +7%
CST
2448
Charles Schwab Trust
Nevada
$1.26M -$5.68K -21 -0.5%
RGC
2449
Roberts, Glore & Co
Illinois
$1.26M -$8.11K -30 -0.6%
FA
2450
Fiduciary Alliance
South Carolina
$1.26M +$164K +607 +15%

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.