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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
CF
2851
Claris Financial
Virginia
$1.03M +$982K +3,267 New
ESBC
2852
E.S. Barr & Co
Kentucky
$1.03M -$14.7K -49 -1%
KSB
2853
Kennebec Savings Bank
Maine
$1.03M -$75.8K -252 -7%
SWM
2854
Salvus Wealth Management
New Jersey
$1.02M +$19.5K +65 +2%
RF
2855
Rossby Financial
Florida
$1.02M +$973K +3,236 New
TC
2856
Trilogy Capital
California
$1.02M +$6.62K +22 +0.7%
NEWAS
2857
N.E.W. Advisory Services
Wisconsin
$1.02M -$8.12K -27 -0.8%
RWS
2858
Resolute Wealth Strategies
Mississippi
$1.02M -$47.8K -159 -5%
SIAG
2859
Safeguard Investment Advisory Group
California
$1.01M +$20.1K +67 +2%
PW
2860
PUREfi Wealth
Massachusetts
$1.01M +$963K +3,201 New
KA
2861
Kearns & Associates
California
$1.01M
CIS
2862
Custom Index Systems
New York
$1.01M +$163K +541 +20%
BW
2863
BIP Wealth
Georgia
$1.01M +$177K +590 +23%
AA
2864
Apriem Advisors
California
$1.01M +$221K +736 +30%
CD
2865
Chapin Davis
Maryland
$1.01M
EA
2866
Everpar Advisors
Oklahoma
$1.01M +$5.71K +19 +0.6%
VCM
2867
Verde Capital Management
Michigan
$1.01M +$117K +390 +14%
CPCM
2868
Cardinal Point Capital Management
Ontario, Canada
$1.01M +$536K +1,784 +127%
PWM
2869
PBMares Wealth Management
Virginia
$1.01M +$301 +1 +0%
NC
2870
Napatree Capital
Rhode Island
$1.01M +$220K +732 +30%
BCA
2871
Bay Capital Advisors
Virginia
$1.01M +$957K +3,182 New
TSMHT
2872
Thurston Springer Miller Herd & Titak
Indiana
$1M +$296K +983 +45%
BCM
2873
Blume Capital Management
California
$1M -$124K -412 -11%
AWM
2874
Allen Wealth Management
North Carolina
$1M -$89.9K -299 -9%
BAM
2875
Broyhill Asset Management
North Carolina
$1M +$953K +3,168 New

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.