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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
OPWM
3226
Oregon Pacific Wealth Management
Oregon
$623K +$593K +1,971 New
KFI
3227
Key Financial Inc
Pennsylvania
$623K -$8.72K -29 -1%
VWM
3228
Vivid Wealth Management
Iowa
$622K -$23.5K -78 -4%
CG
3229
Clifford Group
Massachusetts
$622K
MWM
3230
Maripau Wealth Management
Indiana
$621K +$591K +1,964 New
WI
3231
Wintrust Investments
Illinois
$620K -$193K -642 -25%
TWPM
3232
Total Wealth Planning & Management
Florida
$619K +$589K +1,959 New
MAG
3233
M3 Advisory Group
Massachusetts
$619K +$11.1K +37 +2%
CPC
3234
Cookson Peirce & Co
Pennsylvania
$619K +$295K +981 +100%
RFM
3235
Royal Fund Management
Florida
$618K +$233K +774 +65%
SIM
3236
Studio Investment Management
Illinois
$618K -$1.8K -6 -0.3%
WF
3237
Wayfinding Financial
Washington
$616K +$586K +1,950 New
FCA
3238
Fortis Capital Advisors
Kansas
$616K -$3.31K -11 -0.5%
AZ
3239
Alpha Zero
Florida
$614K +$584K +1,943 New
BIP
3240
Blue Investment Partners
California
$612K
JJBC
3241
James J. Burns & Company
New York
$611K +$301 +1 +0.1%
LRWM
3242
Lord & Richards Wealth Management
Colorado
$611K +$581K +1,933 New
DWA
3243
Dougherty Wealth Advisers
Minnesota
$609K
SCM
3244
Stevens Capital Management
Pennsylvania
$605K -$1.82M -6,040 -76%
DDPIC
3245
Deroy & Devereaux Private Investment Counsel
Michigan
$605K -$59.8K -199 -9%
MCM
3246
Monarch Capital Management
Indiana
$604K
RFA
3247
Rollins Financial Advisors
New York
$604K -$44.5K -148 -7%
OPPS
3248
Obsidian Personal Planning Solutions
Maryland
$602K +$3.61K +12 +0.7%
HP
3249
Haven Private
Florida
$602K +$573K +1,904 New
RTC
3250
Real Talk Capital
Tennessee
$601K

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.