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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
PWM
3026
Proathlete Wealth Management
Florida
$813K -$902 -3 -0.1%
ES
3027
Eagle Strategies
New York
$811K +$18.9K +63 +3%
I
3028
INVST
Indiana
$810K +$4.21K +14 +0.5%
USWIA
3029
UP Strategic Wealth Investment Advisors
Pennsylvania
$809K +$134K +445 +21%
AA
3030
Addison Advisors
Vermont
$809K -$15.9K -53 -2%
DSN
3031
D. Scott Neal
Kentucky
$806K
FBC
3032
Fairfield, Bush & Co
Connecticut
$806K -$10.5K -35 -1%
Members Trust
3033
Members Trust
Florida
$802K +$12.9K +43 +2%
RFG
3034
RFP Financial Group
Georgia
$802K -$3.31K -11 -0.4%
PEA
3035
Park Edge Advisors
Ohio
$801K -$264K -877 -26%
CPL
3036
CAP Partners LLC
Tennessee
$800K -$902 -3 -0.1%
SPW
3037
Sonoma Private Wealth
California
$800K +$31.9K +106 +4%
BWM
3038
BlackDiamond Wealth Management
New York
$800K +$3.61K +12 +0.5%
HHRDM
3039
H&H Retirement Design & Management
Nevada
$799K -$70.7K -235 -9%
CNFG
3040
Creegan & Nassoura Financial Group
New Hampshire
$798K
GSIAS
3041
Garden State Investment Advisory Services
New Jersey
$798K -$21.6K -72 -3%
MAM
3042
Marotta Asset Management
Virginia
$797K
PCM
3043
Princeton Capital Management
New Jersey
$797K +$32.2K +107 +4%
CRIG
3044
Charter Research & Investment Group
Connecticut
$796K
SFS
3045
Sharp Financial Services
Pennsylvania
$796K -$8.42K -28 -1%
PWA
3046
Primoris Wealth Advisors
Florida
$795K
NA
3047
Navellier & Associates
Nevada
$794K -$11.1K -37 -1%
FI
3048
Financial Insights
Washington
$792K -$364K -1,210 -33%
RCM
3049
Raleigh Capital Management
North Carolina
$792K -$5.11K -17 -0.7%
ONGA
3050
O'Neil Global Advisors
California
$792K +$754K +2,506 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.