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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
BFS
3251
Burr Financial Services
California
$599K -$30.1K -100 -5%
MAC
3252
Mason & Associates (California)
California
$599K +$15K +50 +3%
IAG
3253
Investmark Advisory Group
Connecticut
$599K -$178K -592 -24%
COCM
3254
Charter Oak Capital Management
New Hampshire
$598K +$19.8K +66 +4%
JWM
3255
JPL Wealth Management
Colorado
$598K +$569K +1,892 New
HGERS
3256
Householder Group Estate & Retirement Specialist
Arizona
$598K -$1.05M -3,504 -65%
BFG
3257
Bouchey Financial Group
New York
$597K +$86K +286 +18%
HI
3258
Hudock Inc
Pennsylvania
$594K +$601 +2 +0.1%
WDL
3259
Well Done LLC
Michigan
$593K
MA
3260
MKT Advisors
California
$592K +$3.01K +10 +0.5%
OTPPB
3261
Ontario Teachers' Pension Plan Board
Ontario, Canada
$592K -$546K -1,817 -49%
PWA
3262
Physician Wealth Advisors
Utah
$591K -$10.8K -36 -2%
BPFA
3263
Barnes Pettey Financial Advisors
Mississippi
$588K
IWS
3264
Insight Wealth Strategies
California
$588K +$15.6K +52 +3%
EC
3265
EdgeRock Capital
Colorado
$587K -$27.7K -92 -5%
FWI
3266
Facet Wealth Inc
Maryland
$586K -$19.2K -64 -4%
EA
3267
Emerald Advisors
Washington
$586K +$7.52K +25 +1%
HIW
3268
Holos Integrated Wealth
Pennsylvania
$586K +$557K +1,854 New
MIG
3269
McGuire Investment Group
Rhode Island
$585K
JWM
3270
Jeppson Wealth Management
California
$584K -$1.5K -5 -0.3%
SNPAM
3271
St. Nicholas Private Asset Management
Florida
$583K +$555K +1,845 New
MFWP
3272
Mosaic Family Wealth Partners
Missouri
$583K +$96.5K +321 +21%
CWMS
3273
Cannon Wealth Management Services
North Carolina
$583K -$39.4K -131 -7%
RA
3274
Ruggaard & Associates
Ohio
$580K -$87.2K -290 -14%
W
3275
Wealthquest
Ohio
$580K +$23.2K +77 +4%

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.