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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
CFS
2976
Commonwealth Financial Services
West Virginia
$870K +$118K +394 +17%
RFP
2977
Root Financial Partners
California
$869K +$338K +1,123 +69%
RPGK
2978
Retirement Planning Group (Kansas)
Kansas
$867K +$168K +559 +26%
WIA
2979
Wealthedge Investment Advisors
New York
$867K +$825K +2,744 New
ASBI
2980
American State Bank (Iowa)
Iowa
$866K +$35.2K +117 +4%
GPWM
2981
Grant Private Wealth Management
California
$865K +$823K +2,736 New
AWA
2982
Acorn Wealth Advisors
Michigan
$865K +$3.31K +11 +0.4%
PAS
2983
PKS Advisory Services
New York
$864K +$822K +2,732 New
ALC
2984
Alexander Labrunerie & Co
Missouri
$863K
ERWM
2985
Elk River Wealth Management
Colorado
$863K
HTIM
2986
Harbour Trust & Investment Management
Indiana
$862K -$6.92K -23 -0.8%
YAVAPFMC
2987
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$859K +$818K +2,720 New
MTIC
2988
Missouri Trust & Investment Company
Missouri
$858K -$9.02K -30 -1%
FC
2989
FCA Corp
Texas
$857K -$165K -550 -17%
YIM
2990
Yoffe Investment Management
Pennsylvania
$852K +$811K +2,696 New
AIP
2991
ARS Investment Partners
New York
$852K +$120K +400 +17%
AFG
2992
Allegheny Financial Group
Pennsylvania
$852K -$141K -468 -15%
KFS
2993
Kaizen Financial Strategies
California
$849K +$1.5K +5 +0.2%
PC
2994
Permit Capital
Pennsylvania
$849K
FAG
2995
Fortitude Advisory Group
Washington
$848K -$44.2K -147 -5%
CIP
2996
Convergence Investment Partners
Florida
$844K -$301 -1 -0%
AWS
2997
Aspen Wealth Strategies
Colorado
$844K +$11.7K +39 +1%
RIA
2998
Realta Investment Advisors
Delaware
$843K +$266K +884 +49%
HWMO
2999
Heritage Wealth Management (Ohio)
Ohio
$842K
FFB
3000
First Financial Bankshares
Texas
$842K -$236K -785 -23%

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.