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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
KL
3976
KWMG LLC
Kansas
$230K -$3.61K -12 -2%
DFG
3977
Dynamic Financial Group
Iowa
$230K +$219K +727 New
FS
3978
Financial Symmetry
North Carolina
$230K +$219K +727 New
HFS
3979
Hoge Financial Services
Pennsylvania
$229K +$218K +725 New
SF
3980
Seros Financial
Arizona
$229K +$263K +873 New
CC
3981
Corton Capital
Ontario, Canada
$229K +$218K +725 New
WBG
3982
Wharton Business Group
Pennsylvania
$229K +$218K +724 New
POIA
3983
Pin Oak Investment Advisors
Texas
$228K
BAM
3984
Brave Asset Management
New Jersey
$228K -$7.52K -25 -3%
ADMI
3985
Albert D. Mason Inc
Massachusetts
$228K +$217K +721 New
HCP
3986
Hardin Capital Partners
South Carolina
$228K +$217K +720 New
CKAIS
3987
Christensen King & Associates Investment Services
Washington
$227K +$213K +708 New
LSA
3988
Lansing Street Advisors
Pennsylvania
$227K -$10.2K -34 -5%
FPGK
3989
Financial Partners Group (Kansas)
Kansas
$226K +$215K +716 New
WWM
3990
Wiser Wealth Management
Georgia
$226K +$215K +716 New
CWA
3991
CogentBlue Wealth Advisors
Tennessee
$226K +$215K +715 New
CAM
3992
Concorde Asset Management
Michigan
$226K +$215K +715 New
LAM
3993
Lakewood Asset Management
Illinois
$225K +$214K +712 New
MAG
3994
Mayfair Advisory Group
Alabama
$225K +$214K +712 New
LFS
3995
Lutz Financial Services
Nebraska
$224K +$213K +710 New
HCWM
3996
Hidden Cove Wealth Management
Washington
$223K +$213K +707 New
RWP
3997
Ridgecrest Wealth Partners
California
$222K +$212K +704 New
BWIA
3998
Bryant Woods Investment Advisors
New York
$222K -$15K -50 -7%
LFA
3999
Lauterbach Financial Advisors
Texas
$222K +$211K +702 New
BWM
4000
Bosman Wealth Management
California
$222K +$211K +702 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.