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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
ODG
3626
O'Dell Group
Ohio
$364K
AAMC
3627
Asset Allocation & Management Company
Illinois
$363K +$346K +1,150 New
MLFP
3628
MPS Loria Financial Planners
Illinois
$362K +$902 +3 +0.3%
HIS
3629
Harvest Investment Services
Illinois
$360K +$342K +1,139 New
EWM
3630
Elevatus Welath Management
New York
$360K +$301 +1 +0.1%
EL
3631
Essex LLC
Illinois
$360K
FWM
3632
Finer Wealth Management
Massachusetts
$359K -$50.5K -168 -13%
WA
3633
WealthTrust Axiom
Pennsylvania
$359K
MC
3634
McCarthy & Cox
Ohio
$359K +$301 +1 +0.1%
PBO
3635
Peoples Bank (Ohio)
Ohio
$359K -$108K -359 -24%
MWM
3636
Momentous Wealth Management
Washington
$359K +$341K +1,135 New
PSF
3637
Pacific Sun Financial
California
$357K
WCAMG
3638
Woodard & Company Asset Management Group
North Carolina
$357K -$77.6K -258 -19%
IF
3639
Integrity Financial
Wyoming
$357K -$135K -449 -28%
EWA
3640
Encompass Wealth Advisors
Oregon
$357K -$751K -2,496 -69%
WCP
3641
Wealthcare Capital Partners
Pennsylvania
$356K +$339K +1,127 New
AWAP
3642
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$356K +$1.5K +5 +0.4%
HPC
3643
Hobart Private Capital
North Carolina
$356K +$107K +355 +46%
LSL
3644
Legacy Solutions LLC
Pennsylvania
$356K +$338K +1,125 New
FWM
3645
Fortress Wealth Management
California
$354K +$301 +1 +0.1%
CA
3646
CGN Advisors
Kansas
$353K -$27.7K -92 -8%
VW
3647
Vance Wealth
California
$353K +$19.8K +66 +6%
FWM
3648
Focused Wealth Management
New York
$352K -$5.11K -17 -2%
DWM
3649
Dechtman Wealth Management
Colorado
$352K +$301 +1 +0.1%
GCM
3650
Gallacher Capital Management
Colorado
$352K +$106K +354 +47%

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.