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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
HIG
3601
Heritage Investment Group
Florida
$376K -$8.42K -28 -2%
FDS
3602
Freedom Day Solutions
Texas
$375K +$11.1K +37 +3%
KCFA
3603
Key Client Fiduciary Advisors
New Jersey
$375K -$60.7K -202 -15%
AFM
3604
Armstrong Fleming & Moore
District of Columbia
$374K +$52.3K +174 +17%
EIP
3605
Ellis Investment Partners
Pennsylvania
$374K +$601 +2 +0.2%
BBWP
3606
Beacon Bridge Wealth Partners
Pennsylvania
$374K
PMG
3607
Private Management Group
California
$374K
SA
3608
Scarborough Advisors
Maryland
$373K +$47.5K +158 +15%
HI
3609
Harrington Investments
California
$373K +$106K +352 +42%
PPH
3610
Pure Portfolios Holdings
Oregon
$373K -$10.5K -35 -3%
SC
3611
Summa Corp
Texas
$373K
SA
3612
Stewardship Advisors
Pennsylvania
$371K +$61.6K +205 +21%
GIM
3613
Guardian Investment Management
California
$371K -$680K -2,260 -20%
TCB
3614
Texas Capital Bancshares
Texas
$371K +$1.5K +5 +0.4%
EFG
3615
Embree Financial Group
Illinois
$370K -$39.1K -130 -10%
KA
3616
Kercheville Advisors
Texas
$370K -$60.1K -200 -15%
ACM
3617
Ascent Capital Management
Oregon
$369K +$351K +1,168 New
GA
3618
Greenspring Advisors
Maryland
$369K -$31.6K -105 -8%
APW
3619
Aurora Private Wealth
New Jersey
$368K +$12.3K +41 +4%
FAN
3620
Financial Advisors Network
California
$368K +$350K +1,164 New
FWM
3621
Forza Wealth Management
Florida
$368K +$9.92K +33 +3%
FFG
3622
First Financial Group
North Carolina
$367K +$349K +1,160 New
EGWAG
3623
Elwood & Goetz Wealth Advisory Group
Georgia
$366K +$4.51K +15 +1%
BIA
3624
Bell Investment Advisors
California
$365K +$28.6K +95 +9%
NC
3625
NovaPoint Capital
Georgia
$364K

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.