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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
RCI
3751
RS Crum Inc
California
$305K +$1.2K +4 +0.4%
BCM
3752
BluePointe Capital Management
California
$305K +$290K +965 New
LF
3753
LifeSteps Financial
California
$305K
PWA
3754
Phoenix Wealth Advisors
North Carolina
$305K +$9.62K +32 +3%
HWP
3755
Heritage Wealth Partners
Ohio
$304K -$196K -651 -40%
ACA
3756
Aspire Capital Advisors
Washington
$303K +$289K +960 New
SICM
3757
Sustainable Insight Capital Management
New York
$303K -$90.2K -300 -24%
HWMG
3758
Hurlow Wealth Management Group
Indiana
$303K -$10.2K -34 -3%
RA
3759
Rise Advisors
New York
$302K +$2.41K +8 +0.8%
VCWA
3760
Vanguard Capital Wealth Advisors
Colorado
$302K -$902 -3 -0.3%
FH
3761
Financial Harvest
Florida
$302K +$287K +955 New
OCPWS
3762
One Charles Private Wealth Services
Massachusetts
$302K +$22K +73 +8%
LC
3763
LCNB Corp
Ohio
$301K
EFG
3764
Ehrlich Financial Group
California
$301K -$6.32K -21 -2%
BDFN
3765
Bond & Devick Financial Network
Minnesota
$300K
OGF
3766
Orin Green Financial
California
$300K -$285K -949 Closed
CP
3767
Capital Planning
Washington
$300K +$49.9K +166 +21%
BO
3768
Bank OZK
Arkansas
$300K -$53.2K -177 -16%
AWMM
3769
Aegis Wealth Management (Maryland)
Maryland
$300K +$285K +948 New
AWM
3770
Abound Wealth Management
Tennessee
$299K -$1.2K -4 -0.4%
LWMT
3771
Legacy Wealth Management (Tennessee)
Tennessee
$299K +$5.11K +17 +2%
EM
3772
ELCO Management
New York
$298K
CCM
3773
Carlson Capital Management
Minnesota
$297K +$29.8K +99 +12%
CA
3774
CapWealth Advisors
Tennessee
$297K +$5.71K +19 +2%
WJA
3775
Willis Johnson & Associates
Texas
$297K -$141K -469 -33%

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.