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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
BSAM
3726
Blue Square Asset Management
New York
$314K
RIS
3727
Retirement Income Solutions
Michigan
$314K
GWM
3728
Gitterman Wealth Management
New Jersey
$313K +$6.01K +20 +2%
LFS
3729
Legacy Financial Strategies
Kansas
$313K -$4.21K -14 -1%
CWA
3730
Cura Wealth Advisors
Illinois
$312K +$297K +988 New
WIM
3731
Warwick Investment Management
Texas
$312K +$5.71K +19 +2%
CW
3732
Curio Wealth
Maryland
$312K +$297K +987 New
TT
3733
TI-Trust
Illinois
$311K
TCG
3734
Transcendent Capital Group
Oklahoma
$311K
IWP
3735
Innova Wealth Partners
Pennsylvania
$311K +$296K +984 New
SO
3736
Sierra Ocean
California
$311K +$295K +982 New
BWM
3737
Birchcreek Wealth Management
Ohio
$310K -$31.9K -106 -10%
QP
3738
Quartz Partners
New York
$309K -$1.92M -6,376 -87%
NI
3739
NCP Inc
California
$309K
BF
3740
Brogan Financial
Tennessee
$308K +$27.1K +90 +10%
4WM
3741
4J Wealth Management
Virginia
$308K +$2.1K +7 +0.7%
AWM
3742
Accredited Wealth Management
Kentucky
$308K +$293K +973 New
SSA
3743
Sierra Summit Advisors
Nevada
$307K -$253K -840 -46%
PAM
3744
Prodigy Asset Management
Nebraska
$307K +$292K +972 New
AWA
3745
ARQ Wealth Advisors
Arizona
$307K -$55.6K -185 -16%
SIG
3746
Spinnaker Investment Group
California
$306K -$7.82K -26 -3%
MAA
3747
Matrix Asset Advisors
New York
$306K
MPM
3748
Meritage Portfolio Management
Kansas
$306K +$291K +969 New
BA
3749
Bellwether Advisors
Nebraska
$306K +$14.1K +47 +5%
BRWM
3750
Blue Rock Wealth Management
North Carolina
$306K +$291K +967 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.