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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
RWM
3201
RKL Wealth Management
Pennsylvania
$641K -$3.61K -12 -0.6%
MW
3202
Members Wealth
Pennsylvania
$640K +$547K +1,820 New
BWA
3203
BlueChip Wealth Advisors
Georgia
$639K -$226K -751 -27%
NCG
3204
Newport Capital Group
New Jersey
$639K -$17.1K -57 -3%
CFO
3205
Collective Family Office
Pennsylvania
$638K -$10.2K -34 -2%
AHIA
3206
Andrew Hill Investment Advisors
Florida
$635K +$902 +3 +0.1%
JFA
3207
JNBA Financial Advisors
Minnesota
$635K -$22.6K -75 -4%
DO
3208
denkapparat Operations
Germany
$633K +$603K +2,004 New
WA
3209
Whipplewood Advisors
Colorado
$633K +$603K +2,004 New
WAM
3210
Worth Asset Management
Texas
$633K +$23.8K +79 +4%
TI
3211
Truepoint Inc
Ohio
$633K -$2.1K -7 -0.3%
C1AG
3212
Client 1st Advisory Group
Florida
$633K -$12.6K -42 -2%
FM
3213
Freemont Management
Switzerland
$632K
PIM
3214
Pinnacle Investment Management
Hong Kong
$632K +$601K +2,000 New
ANC
3215
Ames National Corp
Iowa
$632K +$601K +1,999 New
HZ
3216
Hixon Zuercher
Ohio
$629K
PHWM
3217
Pine Harbor Wealth Management
Maryland
$628K +$301 +1 +0.1%
WPWM
3218
Western Pacific Wealth Management
Illinois
$628K +$101K +336 +20%
SCA
3219
Sandy Cove Advisors
Massachusetts
$627K +$86.6K +288 +17%
BDF
3220
Black Diamond Financial
Maryland
$626K +$62.5K +208 +12%
VFPW
3221
Vantage Financial Partners (Wisconsin)
Wisconsin
$626K -$301 -1 -0.1%
NJIM
3222
Nabity-Jensen Investment Management
Nebraska
$626K
SFGP
3223
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$626K +$595K +1,980 New
HFS
3224
Howard Financial Services
Texas
$623K +$316K +1,050 +114%
SAMC
3225
Spectrum Asset Management (California)
California
$623K +$902 +3 +0.2%

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.