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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
CWD
3301
Clarity Wealth Development
Oregon
$561K +$494K +1,643 New
MAM
3302
Mainsail Asset Management
Alabama
$561K
GP
3303
Guardian Partners
Canada
$561K +$539K +1,794 New
SAM
3304
Sherman Asset Management
California
$560K +$533K +1,773 New
LJHT
3305
Laurie J. Hall Trustee
$560K
PCM
3306
Park Capital Management
Wisconsin
$559K +$532K +1,768 New
PIM
3307
Pullen Investment Management
Florida
$558K +$34.6K +115 +7%
HPM
3308
Hoxton Planning & Management
West Virginia
$557K +$6.01K +20 +1%
BAS
3309
Breakthru Advisory Services
Wisconsin
$557K +$530K +1,763 New
GWP
3310
Gateway Wealth Partners
Wisconsin
$557K +$111K +368 +26%
CWM
3311
Cedar Wealth Management
California
$556K -$6.01K -20 -1%
PCS
3312
Private Client Services
Kentucky
$555K -$9.92K -33 -2%
IPWA
3313
International Private Wealth Advisors
California
$553K +$267K +889 +103%
LBC
3314
Leigh Baldwin & Co
New York
$553K +$526K +1,750 New
CPA
3315
Clear Point Advisors
New York
$553K -$14.4K -48 -3%
MFG
3316
Midwest Financial Group
Kansas
$551K +$7.22K +24 +1%
SHFP
3317
Second Half Financial Partners
Florida
$551K +$524K +1,743 New
PCI
3318
Planning Center Inc
Illinois
$551K -$3.91K -13 -0.7%
SWM
3319
Sagace Wealth Management
Florida
$549K +$49.6K +165 +10%
PA
3320
Persium Advisors
Georgia
$549K +$522K +1,736 New
EBA
3321
Eagle Bay Advisors
New York
$547K -$68.3K -227 -12%
AHL
3322
Abel Hall LLC
Louisiana
$547K +$40K +133 +8%
CWA
3323
CM Wealth Advisors
Ohio
$546K
DA
3324
Drake & Associates
Wisconsin
$544K +$161K +537 +52%
HCA
3325
Heck Capital Advisors
Wisconsin
$544K -$1.5K -5 -0.3%

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.