We are live on ! Find out more

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
MWM
3426
MinichMacGregor Wealth Management
New York
$478K +$112K +373 +33%
WA
3427
Westfuller Advisors
New York
$477K -$24.1K -80 -5%
MWP
3428
Meridian Wealth Partners
Pennsylvania
$476K -$11.4K -38 -2%
PPW
3429
Presilium Private Wealth
Pennsylvania
$475K +$9.92K +33 +2%
FL
3430
FreeGulliver LLC
Louisiana
$475K +$38.2K +127 +9%
RMC
3431
Ring Mountain Capital
California
$474K +$451K +1,499 New
SC
3432
Seldon Capital
California
$473K
FFC
3433
Frederick Financial Consultants
Maryland
$473K +$450K +1,495 New
WA
3434
WESPAC Advisors
California
$472K +$301 +1 +0.1%
WMWM
3435
Whitaker-Myers Wealth Managers
Ohio
$472K +$222K +739 +98%
PS
3436
Planned Solutions
California
$471K -$54.1K -180 -11%
MCM
3437
Maple Capital Management
Vermont
$471K +$122K +407 +38%
BCMLT
3438
Beacon Capital Management LLC (Tennessee)
Tennessee
$471K -$41.2K -137 -8%
SWM
3439
SFG Wealth Management
Maryland
$468K -$5.89M -19,593 -93%
DFP
3440
Defined Financial Planning
California
$468K +$445K +1,480 New
DWM
3441
Defined Wealth Management
Oregon
$467K +$601 +2 +0.1%
SFG
3442
SNS Financial Group
Minnesota
$466K -$171K -570 -28%
GEM
3443
Global Endowment Management
North Carolina
$465K -$78.5K -261 -15%
SIC
3444
Schwartz Investment Counsel
Michigan
$465K
EA
3445
Echo45 Advisors
California
$464K -$7.82K -26 -2%
FFG
3446
Fortem Financial Group
California
$464K
FA
3447
Fortis Advisors
Pennsylvania
$464K +$30.1K +100 +7%
FWP
3448
Falcon Wealth Planning
California
$464K +$22.6K +75 +5%
MIM
3449
Marco Investment Management
Georgia
$463K -$2.41K -8 -0.5%
OFO
3450
OneAscent Family Office
Alabama
$461K +$438K +1,458 New

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.