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4,281 hedge funds and large institutions have $484B invested in Visa in 2024 Q4 according to their latest regulatory filings, with 582 funds opening new positions, 1,659 increasing their positions, 1,610 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more first-time investments, than exits

New positions opened: 582 | Existing positions closed: 100

39% more funds holding in top 10

Funds holding in top 10: 398554 (+156)

16% more capital invested

Capital invested by funds: $417B → $484B (+$66.7B)

11% more funds holding

Funds holding: 3,8684,281 (+413)

3% more repeat investments, than reductions

Existing positions increased: 1,659 | Existing positions reduced: 1,610

10% less call options, than puts

Call options by funds: $5.77B | Put options by funds: $6.4B

3.34% less ownership

Funds ownership: 91.42%88.08% (-3.3%)

Holders
4,281
Holders Change
+413
Holders Change %
+10.68%
% of All Funds
56.37%
Holding in Top 10
554
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+39.2%
% of All Funds
7.29%
New
582
Increased
1,659
Reduced
1,610
Closed
100
Calls
$5.77B
Puts
$6.4B
Net Calls
-$632M
Net Calls Change
-$897M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
2801
Birch Financial Group
New Hampshire
$1.09M +$1.04M +3,455 New
1WM
2802
1858 Wealth Management
Ohio
$1.09M +$902 +3 +0.1%
FA
2803
Fedenia Advisers
Wisconsin
$1.09M +$1.04M +3,446 New
HCM
2804
Hutchinson Capital Management
California
$1.09M +$20.1K +67 +2%
CWG
2805
Crown Wealth Group
North Carolina
$1.09M +$14.1K +47 +1%
GD
2806
Grandfield & Dodd
New York
$1.09M
HBS
2807
Howard Bailey Securities
Indiana
$1.08M -$6.62K -22 -0.6%
CI
2808
Ceera Investments
Texas
$1.08M
PCM
2809
Pointe Capital Management
Michigan
$1.08M +$7.22K +24 +0.7%
SWP
2810
Semus Wealth Partners
Florida
$1.08M -$29.2K -97 -3%
WE
2811
Wealth Effects
Massachusetts
$1.08M -$67.7K -225 -6%
FZCM
2812
Flynn Zito Capital Management
New York
$1.08M +$301 +1 +0%
PDM
2813
Penn Davis McFarland
Texas
$1.08M -$19.8K -66 -2%
GAM
2814
Gould Asset Management
California
$1.08M +$24.1K +80 +2%
WFA
2815
Wellspring Financial Advisors
Ohio
$1.08M -$54.1K -180 -5%
MCM
2816
Mainstream Capital Management
California
$1.08M
SRC
2817
Sage Rhino Capital
California
$1.08M -$6.01K -20 -0.6%
BOTPPF
2818
Board of the Pension Protection Fund
United Kingdom
$1.07M +$1.02M +3,400 New
SFC
2819
Strategic Financial Concepts
Texas
$1.07M +$540K +1,795 +112%
GWM
2820
GK Wealth Management
Nevada
$1.07M +$1.02M +3,397 New
IAS
2821
Investment Advisory Services
Texas
$1.07M -$9.02K -30 -0.9%
RIA
2822
Regal Investment Advisors
Michigan
$1.07M -$311K -1,035 -23%
LF
2823
Lee Financial
Texas
$1.07M +$8.42K +28 +0.8%
CA
2824
Capital Advantage
California
$1.07M +$1.02M +3,394 New
AA
2825
Alesco Advisors
New York
$1.07M -$118K -394 -10%

V Hedge Fund Activity: Q4 2024 in Review

4,281 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2024, worth a combined $484B — up 16% from $417B a quarter earlier.

Buyers outnumbered sellers: 582 funds opened new V positions and 100 closed out — a net gain of 482 holders — while 1,659 added to existing stakes and 1,610 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.13B. The largest seller was International Assets Investment Management, cutting an estimated $2.92B.

  • 4,281 institutional investors held Visa (V) as of Q4 2024, up from 3,868 in Q3 2024.
  • Funds reported $484B of Visa stock for Q4 2024, up 16% quarter-over-quarter.
  • 582 funds opened new Visa positions in Q4 2024 and 100 closed out, a net change of +482 holders.
  • The largest Visa buyer in Q4 2024 was Vanguard Group, an estimated $2.13B added.
  • The largest Visa seller in Q4 2024 was International Assets Investment Management, an estimated $2.92B sold.

Based on aggregated 13F filings for Q4 2024.