We are live on ! Find out more

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
KNFPWM
3926
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$244K -$601 -2 -0.3%
NWM
3927
Northwest Wealth Management
Iowa
$244K +$232K +771 New
CI
3928
Chartist Inc
California
$243K
EARNEST Partners
3929
EARNEST Partners
Georgia
$243K
WAG
3930
Wheelhouse Advisory Group
Missouri
$242K +$10.8K +36 +5%
TFO
3931
Tarbox Family Office
California
$241K +$3.61K +12 +2%
CNC
3932
Citizens & Northern Corp
Pennsylvania
$241K +$229K +763 New
STB
3933
S&T Bank
Pennsylvania
$241K +$1.8K +6 +0.8%
V
3934
ViaWealth
Kansas
$241K +$3.61K +12 +2%
HGA
3935
Hobbs Group Advisors
South Carolina
$241K
BCM
3936
Beck Capital Management
Texas
$241K +$229K +761 New
SM
3937
Sensible Money
Arizona
$240K
NJBEST
3938
New Jersey Better Educational Savings Trust
New Jersey
$240K
WMA
3939
William Mack & Associates
Michigan
$239K +$228K +757 New
TFGT
3940
TS Financial Group (TSFG)
Illinois
$239K +$1.5K +5 +0.7%
WCG
3941
Weaver Consulting Group
California
$239K -$3.01K -10 -1%
PWM
3942
Partners Wealth Management
California
$239K +$227K +756 New
BSTWA
3943
Blake Schutter Theil Wealth Advisors
Ohio
$238K -$1.34M -4,450 -86%
CCA
3944
Cadent Capital Advisors
Oklahoma
$238K -$58.3K -194 -20%
WQ
3945
Wealth Quarterback
New Jersey
$238K -$7.22K -24 -3%
WAS
3946
Wealth Advisory Solutions
Indiana
$238K -$28K -93 -11%
MCM
3947
MontVue Capital Management
Virginia
$237K +$226K +751 New
PAM
3948
Pegasus Asset Management
New York
$237K -$1.8K -6 -0.8%
CISOA
3949
Capital Investment Services of America
Wisconsin
$237K +$226K +750 New
WWA
3950
Wingate Wealth Advisors
Massachusetts
$237K +$226K +750 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.