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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
AA
2451
Advisory Alpha
Michigan
$1.26M +$142K +525 +13%
IF
2452
Intrua Financial
Texas
$1.26M +$290K +1,071 +31%
RCM
2453
Riverpark Capital Management
New York
$1.26M -$470K -1,739 -28%
SC
2454
Sierra Capital
Florida
$1.26M +$594K +2,197 +93%
ACM
2455
Allred Capital Management
Texas
$1.26M +$51.6K +191 +4%
MCCA
2456
Mill Creek Capital Advisors
Pennsylvania
$1.26M -$396K -1,463 -24%
AIM
2457
Alhambra Investment Management
Florida
$1.25M
WLPWM
2458
Walled Lake Planning & Wealth Management
Illinois
$1.25M +$11.1K +41 +0.9%
HKAM
2459
Horizon Kinetics Asset Management
New York
$1.25M +$54.1K +200 +5%
SIA
2460
Strategic Investment Advisors
Michigan
$1.25M -$26.5K -98 -2%
OWG
2461
Oxford Wealth Group
Florida
$1.24M -$371K -1,374 -23%
CA
2462
Centerpoint Advisors
Massachusetts
$1.24M
BSA
2463
Braun Stacey Associates
New York
$1.24M -$778K -2,879 -39%
DWM
2464
Drive Wealth Management
Utah
$1.23M -$8.11K -30 -0.7%
WG
2465
Wealth Group
North Carolina
$1.23M +$36K +133 +3%
FFA
2466
Florida Financial Advisors
Florida
$1.23M -$188K -695 -13%
FCFC
2467
First Commonwealth Financial Corp
Pennsylvania
$1.23M -$48.4K -179 -4%
SAM
2468
Satovsky Asset Management
New York
$1.23M +$18.1K +67 +2%
PAG
2469
Private Advisory Group
Washington
$1.22M -$51.6K -191 -4%
VWM
2470
Valley Wealth Managers
New Jersey
$1.22M +$485K +1,793 +67%
BFIM
2471
Beese Fulmer Investment Management
Ohio
$1.22M +$5.14K +19 +0.4%
OCM
2472
Orion Capital Management
California
$1.22M +$37.6K +139 +3%
WCM
2473
WealthBridge Capital Management
Ohio
$1.22M +$172K +638 +17%
RIA
2474
Regal Investment Advisors
Michigan
$1.22M -$1.12M -4,153 -48%
FB
2475
First Bancorp
Maine
$1.21M

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.