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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
RPCA
3326
Running Point Capital Advisors
California
$542K +$80.6K +268 +19%
SSW
3327
Smith Shellnut Wilson
Mississippi
$541K +$19.2K +64 +4%
CL
3328
CVFG LLC
Indiana
$539K +$512K +1,704 New
JCFM
3329
JBR Co Financial Management
Oklahoma
$538K -$3.01K -10 -0.6%
WIM
3330
WealthPlan Investment Management
Nebraska
$538K -$101K -337 -17%
LGG
3331
Luts & Greenleigh Group
Maryland
$537K +$12.6K +42 +3%
MMH
3332
Menora Mivtachim Holdings
Israel
$537K
MWA
3333
Motive Wealth Advisors
Michigan
$537K +$48.1K +160 +10%
MWM
3334
Mascoma Wealth Management
New Hampshire
$536K +$46.6K +155 +10%
OC
3335
Oarsman Capital
Wisconsin
$536K +$9.62K +32 +2%
JEST
3336
JTC Employer Solutions Trustee
Jersey
$536K
HA
3337
Hofer & Associates
California
$535K
RFN
3338
Redwood Financial Network
Ohio
$535K
CWA
3339
Consilio Wealth Advisors
Washington
$534K +$18K +60 +4%
VI
3340
Versor Investments
New York
$534K +$508K +1,689 New
MKC
3341
M. Kraus & Co
Vermont
$532K -$11.1K -37 -2%
IPW
3342
Intergy Private Wealth
Colorado
$530K +$20.1K +67 +4%
SWM
3343
Seed Wealth Management
Illinois
$529K
SCM
3344
Sollinda Capital Management
Florida
$527K +$502K +1,668 New
TCWM
3345
Total Clarity Wealth Management
Illinois
$527K +$30.1K +100 +6%
CFG
3346
Carr Financial Group
Massachusetts
$526K +$3.01K +10 +0.6%
SF
3347
Safeguard Financial
Wisconsin
$525K +$64.7K +215 +15%
LFA
3348
Legend Financial Advisors
Pennsylvania
$524K +$468K +1,558 +1,558%
SRC
3349
Shufro Rose & Co
New York
$522K +$301 +1 +0.1%
GWAG
3350
Garrett Wealth Advisory Group
Texas
$522K +$197K +655 +66%

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.