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
PJWM
3576
Philip James Wealth Mangement
Georgia
$388K +$41.5K +138 +13%
TC
3577
Taika Capital
Florida
$387K +$368K +1,225 New
TDC
3578
Thompson Davis & Co
Virginia
$386K +$13.2K +44 +4%
C
3579
Covestor
United Kingdom
$386K -$301 -1 -0.1%
KPWG
3580
KFA Private Wealth Group
Virginia
$384K +$3.91K +13 +1%
KAM
3581
KEB Asset Management
Illinois
$384K -$30.7K -102 -8%
MBI
3582
May Barnhard Investments
Maryland
$383K +$301 +1 +0.1%
MWPCG
3583
Measured Wealth Private Client Group
New Hampshire
$383K +$3.61K +12 +1%
AWS
3584
Arkfeld Wealth Strategies
Nebraska
$382K
PAG
3585
Powers Advisory Group
Illinois
$382K +$24.4K +81 +7%
WAOTB
3586
Wealth Advisors of Tampa Bay
Florida
$380K +$6.01K +20 +2%
SLG
3587
Stanley-Laman Group
Pennsylvania
$380K -$902 -3 -0.2%
NLWP
3588
Next Level Wealth Planning
Idaho
$380K +$361K +1,201 New
CWM
3589
C2C Wealth Management
Arizona
$379K
CMP
3590
Courage Miller Partners
Virginia
$379K
FBFS
3591
First Business Financial Services
Wisconsin
$379K
GK
3592
Graney & King
New York
$379K +$361K +1,200 New
ORC
3593
O'Rourke & Company
Massachusetts
$379K -$62.8K -209 -15%
GFPC
3594
Global Financial Private Client
Florida
$378K +$6.92K +23 +2%
PFA
3595
Plotkin Financial Advisors
Maryland
$378K -$601 -2 -0.2%
CB
3596
Centennial Bank
Arkansas
$378K
DWP
3597
Destiny Wealth Partners
Florida
$377K +$40.6K +135 +13%
OF
3598
Optimize Financial
California
$377K +$359K +1,193 New
AF
3599
Apollon Financial
South Carolina
$377K +$35.2K +117 +11%
VIA
3600
Virtus Investment Advisers
Connecticut
$377K -$60.1K -200 -14%

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.