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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
AF
2951
Atala Financial
California
$918K +$873K +2,904 New
SWM
2952
Scissortail Wealth Management
Oklahoma
$918K +$868K +2,886 +16,033%
BBW
2953
Blue Barn Wealth
Utah
$915K +$902 +3 +0.1%
PHAM
2954
Palisades Hudson Asset Management
Florida
$908K -$14.7K -49 -2%
SWA
2955
SOA Wealth Advisors
New York
$902K +$56.2K +187 +7%
IP
2956
Ignite Planners
California
$901K +$12K +40 +1%
SIC
2957
Samalin Investment Counsel
New York
$900K +$301 +1 +0%
CNBOF
2958
City National Bank of Florida
Florida
$899K +$855K +2,845 New
RYIA
2959
Roehl & Yi Investment Advisors
Oregon
$898K +$854K +2,841 New
CMI
2960
Clare Market Investments
Texas
$897K -$6.62K -22 -0.8%
CSA
2961
Cornerstone Select Advisors
Missouri
$897K +$853K +2,838 New
BWG
2962
Berry Wealth Group
Texas
$893K +$33.1K +110 +4%
RWI
2963
Red Wave Investments
Pennsylvania
$890K
WMA
2964
West Michigan Advisors
Michigan
$889K -$44.5K -148 -5%
SRL
2965
Scientech Research LLC
New Jersey
$886K -$2.64M -8,774 -76%
WA
2966
Wealth Architects
California
$882K -$29.5K -98 -3%
LA
2967
Lane & Associates
New Jersey
$881K
PFG
2968
PAX Financial Group
Texas
$879K -$149K -495 -15%
DA
2969
Detalus Advisors
Missouri
$875K +$120K +399 +17%
IA
2970
IFC Advisors
California
$874K +$832K +2,766 New
BWA
2971
Blodgett Wealth Advisors
California
$872K -$122K -405 -13%
DCM
2972
DGS Capital Management
New Jersey
$872K +$1.5K +5 +0.2%
AFA
2973
Arlington Financial Advisors
California
$871K
FAM
2974
Fairtree Asset Management
South Africa
$871K +$829K +2,756 New
BOPW
2975
Brandywine Oak Private Wealth
Pennsylvania
$871K +$3.91K +13 +0.5%

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.