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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
PFSC
3051
Peoples Financial Services Corp
Pennsylvania
$791K
LFA
3052
Laraway Financial Advisors
Minnesota
$790K
GAA
3053
Global Assets Advisory
Florida
$787K -$499K -1,660 -40%
AIM
3054
Advyzon Investment Management
Illinois
$787K +$749K +2,490 New
MEG
3055
Millstone Evans Group
Colorado
$787K +$748K +2,489 New
MHC
3056
May Hill Capital
Massachusetts
$786K +$748K +2,488 New
TWP
3057
Tower Wealth Partners
Pennsylvania
$786K +$13.2K +44 +2%
TFA
3058
Tobias Financial Advisors
Florida
$785K +$23.5K +78 +3%
LA
3059
LexAurum Advisors
Kansas
$785K +$130K +431 +21%
BBNA
3060
Bremer Bank National Association
Minnesota
$778K -$31K -103 -4%
ZI
3061
ZEGA Investments
Florida
$778K +$709K +2,357 New
PA
3062
Promethium Advisors
Maryland
$777K -$25.9K -86 -3%
PCH
3063
PGIM Custom Harvest
New Jersey
$777K +$80.3K +267 +12%
MAS
3064
MPWM Advisory Solutions
Georgia
$776K +$738K +2,455 New
SCA
3065
Sage Capital Advisors
South Dakota
$775K +$301 +1 +0%
ASC
3066
Atalanta Sosnoff Capital
New York
$775K -$10.5K -35 -1%
CAG
3067
Curtis Advisory Group
California
$774K
WCM
3068
Wedge Capital Management
North Carolina
$773K
MWM
3069
Merriman Wealth Management
Washington
$773K +$118K +394 +19%
TC
3070
TAGStone Capital
North Carolina
$771K +$4.51K +15 +0.6%
ACP
3071
Aveo Capital Partners
Colorado
$771K -$45.4K -151 -6%
CPRC
3072
Consolidated Portfolio Review Corp
New York
$770K +$98.3K +327 +15%
TCM
3073
Tandem Capital Management
New Jersey
$770K -$70.7K -235 -9%
CFG
3074
Copley Financial Group
California
$767K +$56.5K +188 +8%
MWA
3075
Moser Wealth Advisors
Washington
$766K

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.