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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
Aristotle Capital Management
3151
Aristotle Capital Management
California
$695K
BA
3152
Birinyi Associates
Connecticut
$695K
SFC
3153
SYM Financial Corp
Indiana
$693K +$151K +503 +30%
YLHM
3154
Yelin Lapidot Holdings Management
Israel
$691K
TFA
3155
Tranquilli Financial Advisor
New Jersey
$688K -$134K -447 -17%
FCM
3156
Family Capital Management
Michigan
$686K +$65K +216 +11%
NFSG
3157
Newbridge Financial Services Group
Florida
$685K +$38.2K +127 +6%
CWA
3158
Canvas Wealth Advisors
Kansas
$684K +$20.4K +68 +3%
OHWA
3159
Oak Hill Wealth Advisors
Virginia
$684K +$650K +2,163 New
ACM
3160
Andina Capital Management
Utah
$683K -$12.9K -43 -2%
PIAS
3161
PCA Investment Advisory Services
Ohio
$678K +$301 +1 +0%
HC
3162
Hamilton Capital
Ohio
$677K +$45.4K +151 +8%
GHA
3163
Granite Harbor Advisors
Texas
$677K +$9.92K +33 +2%
LCM
3164
LVM Capital Management
Michigan
$677K +$52.9K +176 +9%
B
3165
Bellecapital
Switzerland
$677K -$92.9K -309 -13%
NCTC
3166
New Covenant Trust Company
Indiana
$677K -$1.8K -6 -0.3%
OWA
3167
ORBA Wealth Advisors
Illinois
$677K -$33.1K -110 -5%
CA
3168
Crumly & Associates
Illinois
$675K -$10.8K -36 -2%
LC
3169
Lincoln Capital
Nebraska
$673K -$301 -1 -0%
SAS
3170
Stelac Advisory Services
New York
$672K +$3.01K +10 +0.5%
CPC
3171
Consolidated Planning Corp
Georgia
$672K -$4.01M -13,339 -86%
LAS
3172
Legacy Advisory Services
Pennsylvania
$672K
NPT
3173
Nixon Peabody Trust
Massachusetts
$671K -$282K -939 -31%
MMHP
3174
Murphy Middleton Hinkle & Parker
Georgia
$670K +$85.7K +285 +16%
TWP
3175
Triad Wealth Partners
Kansas
$670K +$637K +2,119 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.