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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
USB
3826
Union Savings Bank
Connecticut
$276K
CFA
3827
Capstone Financial Advisors
Illinois
$276K +$9.02K +30 +4%
TB
3828
Terril Brothers
Missouri
$275K +$262K +870 New
PRRFG
3829
Paul R. Ried Financial Group
Washington
$274K +$261K +868 New
PCA
3830
Providence Capital Advisors
North Carolina
$274K +$66.2K +220 +34%
AEPWM
3831
Atlantic Edge Private Wealth Management
Florida
$274K +$18K +60 +7%
WWP
3832
Wise Wealth Partners
Arizona
$273K +$260K +865 New
KFA
3833
Krane Funds Advisors
New York
$272K +$259K +862 New
API
3834
Asset Planning Inc
California
$272K +$259K +862 New
AAM
3835
AR Asset Management
California
$272K
RC
3836
Rovin Capital
Arizona
$272K +$259K +860 New
CWM
3837
Campbell Wealth Management
Virginia
$272K +$259K +861 New
EPW
3838
Endeavor Private Wealth
Kansas
$272K +$259K +860 New
OWM
3839
Opes Wealth Management
California
$271K +$20.4K +68 +9%
RWMG
3840
Redwood Wealth Management Group
New Jersey
$271K +$1.2K +4 +0.5%
SIA
3841
SGL Investment Advisors
Montana
$271K +$28.9K +96 +14%
HC
3842
Headland Capital
South Carolina
$271K +$258K +857 New
AWM
3843
Apex Wealth Management
New Hampshire
$271K +$258K +857 New
FF
3844
Francis Financial
$271K +$240K +799 +100%
LWM
3845
Lionshead Wealth Management
New York
$271K +$257K +856 New
NWMP
3846
Noble Wealth Management PBC
Colorado
$271K +$257K +856 New
BAG
3847
Bridgewealth Advisory Group
California
$271K +$229K +761 New
BBWA
3848
Bell & Brown Wealth Advisors
California
$270K -$18K -60 -7%
VCAM
3849
Van Cleef Asset Management
Ohio
$269K +$601 +2 +0.2%
GB
3850
Goepper Burkhardt
South Carolina
$269K -$18.6K -62 -7%

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.