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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
EWP
3776
Elevation Wealth Partners
California
$297K +$9.02K +30 +3%
RRA
3777
Round Rock Advisors
Connecticut
$296K +$53.8K +179 +24%
OC
3778
Optima Capital
Oregon
$296K +$281K +936 New
PWM
3779
Power Wealth Management
Georgia
$296K +$22.6K +75 +9%
HGWM
3780
Horst & Graben Wealth Management
Oregon
$296K -$25.3K -84 -8%
KCP
3781
Kera Capital Partners
California
$295K +$281K +935 New
AF
3782
Affiance Financial
Minnesota
$294K -$6.92K -23 -2%
NA
3783
Nottingham Advisors
New York
$293K
GVCM
3784
Global View Capital Management
Wisconsin
$292K +$280K +930 New
GSC
3785
Ground Swell Capital
South Carolina
$292K +$278K +923 New
HWM
3786
Hobbs Wealth Management
Indiana
$291K +$277K +921 New
TW
3787
Towerpoint Wealth
California
$290K -$25.3K -84 -8%
HWM
3788
Horizon Wealth Management
Illinois
$290K +$4.21K +14 +2%
PWP
3789
Pursue Wealth Partners
California
$290K
SWRP
3790
Summit Wealth & Retirement Planning
California
$290K
BWM
3791
BKM Wealth Management
Wisconsin
$290K +$276K +918 New
JWWM
3792
Johnson & White Wealth Management
Pennsylvania
$290K
AA
3793
Acorns Advisers
California
$290K +$15.3K +51 +6%
ACM
3794
Ardent Capital Management
Ohio
$290K
IAG
3795
Investment Advisory Group
Massachusetts
$289K +$5.41K +18 +2%
FDW
3796
Fourth Dimension Wealth
Ohio
$287K +$273K +909 New
KFS
3797
Keynote Financial Services
Connecticut
$287K -$7.52K -25 -3%
FWM
3798
Foguth Wealth Management
Michigan
$287K +$18K +60 +7%
MWM
3799
Melfa Wealth Management
Massachusetts
$286K +$1.5K +5 +0.6%
KSWWM
3800
Keyes Stange & Wooten Wealth Management
Florida
$286K -$12K -40 -4%

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.