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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
HTHT
3101
Hemenway Trust Hemenway Trust
New Hampshire
$740K +$101K +337 +17%
BTWM
3102
Brass Tax Wealth Management
Ohio
$739K -$6.01K -20 -0.8%
CPW
3103
Crestmont Private Wealth
Texas
$739K -$33.1K -110 -4%
EAM
3104
Evanson Asset Management
California
$738K -$301 -1 -0%
RP
3105
Rice Partnership
Hawaii
$738K -$19.5K -65 -3%
LF
3106
Lantz Financial
Illinois
$737K +$31K +103 +5%
MSG
3107
Main Street Group
Virginia
$736K -$49.6K -165 -7%
RCM
3108
Requisite Capital Management
Texas
$735K -$2.41K -8 -0.3%
BAM
3109
Bellevue Asset Management
Washington
$735K +$6.32K +21 +0.9%
FSBI
3110
Fearless Solutions (Best Invest)
Texas
$731K +$695K +2,312 New
GP
3111
Geneva Partners
Wisconsin
$730K -$45.1K -150 -6%
LAM
3112
Lewis Asset Management
California
$730K -$5.71K -19 -0.8%
MJP
3113
Michael J. Puzo
$730K -$173K -575 -20%
YWS
3114
Yarger Wealth Strategies
Ohio
$730K +$85.1K +283 +14%
LA
3115
Lifeworks Advisors
Michigan
$729K +$50.5K +168 +8%
TRIA
3116
Trail Ridge Investment Advisors
Colorado
$727K +$6.92K +23 +1%
AIA
3117
Angeles Investment Advisors
California
$726K -$321K -1,069 -32%
AR
3118
Apeiron RIA
Texas
$725K +$39.4K +131 +6%
HCC
3119
Hirtle Callaghan & Co
Pennsylvania
$724K +$8.72K +29 +1%
AA
3120
AlphaQ Advisors
Florida
$724K +$4.51K +15 +0.7%
PWM
3121
Puff Wealth Management
New Jersey
$719K +$684K +2,276 New
FFG
3122
Frisch Financial Group
New York
$719K +$902 +3 +0.1%
VAM
3123
Verity Asset Management
North Carolina
$717K +$7.22K +24 +1%
SWA
3124
Sax Wealth Advisors
New Jersey
$716K +$57.7K +192 +9%
LWANC
3125
Laurel Wealth Advisors (North Carolina)
North Carolina
$716K

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.