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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
SFWA
3076
Summit Financial Wealth Advisors
Louisiana
$766K
MFF
3077
Michels Family Financial
Texas
$766K +$729K +2,423 New
CWM
3078
Centricity Wealth Management
Ohio
$765K +$728K +2,422 New
GA
3079
Goldstein Advisors
Wisconsin
$760K +$6.32K +21 +0.9%
SIA
3080
SeaBridge Investment Advisors
New Jersey
$759K +$723K +2,403 New
KLCM
3081
KG&L Capital Management
Louisiana
$759K -$888K -2,954 -55%
TNBTD
3082
Trustmark National Bank Trust Department
Mississippi
$759K -$2.71K -9 -0.4%
WSWA
3083
Warren Street Wealth Advisors
California
$758K +$60.1K +200 +9%
Winslow Capital Management
3084
Winslow Capital Management
Minnesota
$756K -$204K -679 -22%
RWM
3085
Revisor Wealth Management
Ohio
$756K -$565K -1,879 -44%
VIPI
3086
Vista Investment Partners II
Indiana
$756K +$719K +2,392 New
GCM
3087
Gator Capital Management
Florida
$756K +$31.6K +105 +5%
RFW
3088
Rainier Family Wealth
Washington
$755K +$718K +2,388 New
LPAM
3089
Lodestar Private Asset Management
California
$753K
BIA
3090
Biondo Investment Advisors
Pennsylvania
$752K -$22.6K -75 -3%
BW
3091
Blalock Williams
Alabama
$752K +$715K +2,378 New
AWM
3092
Act Wealth Management
Texas
$751K
SPWG
3093
Sage Private Wealth Group
Illinois
$749K -$6.32K -21 -0.9%
CFGA
3094
Cambridge Financial Group (Arizona)
Arizona
$747K
GWA
3095
GGM Wealth Advisors
Maryland
$747K -$11.7K -39 -2%
RW
3096
Rede Wealth
Virginia
$745K -$11.7K -39 -2%
TCM
3097
Towercrest Capital Management
Pennsylvania
$744K
WAM
3098
Winslow Asset Management
Ohio
$743K
VAF
3099
Values Added Financial
District of Columbia
$740K -$26.5K -88 -4%
AAG
3100
Armstrong Advisory Group
Massachusetts
$740K +$350K +1,163 +99%

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.