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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
SWMG
4026
Signature Wealth Management Group
Georgia
$215K +$205K +681 New
PA
4027
Planning Alternatives
Michigan
$215K +$204K +680 New
PGA
4028
Portland Global Advisors
Maine
$215K +$204K +680 New
T
4029
Tableaux
Massachusetts
$215K +$204K +679 New
CW
4030
Code Waechter
Florida
$215K -$52.6K -175 -20%
CYG
4031
Clean Yield Group
Vermont
$215K
FA
4032
Financial Avengers
California
$214K +$301 +1 +0.1%
FA
4033
FSA Advisors
Michigan
$214K +$205K +681 New
GRA
4034
Golden Road Advisors
Florida
$213K +$203K +675 New
IDA
4035
Intelligence Driven Advisers
California
$213K +$203K +675 New
PAYA
4036
Phil A. Younker & Associates
Alaska
$213K +$203K +675 New
SEP
4037
Southland Equity Partners
Missouri
$213K +$203K +675 New
WPIC
4038
White Pine Investment Company
Michigan
$213K +$203K +675 New
SG
4039
Strid Group
Pennsylvania
$212K +$202K +672 New
MWM
4040
Marion Wealth Management
Pennsylvania
$212K +$202K +671 New
AA
4041
AlphaCentric Advisors
Puerto Rico
$212K -$5.71K -19 -3%
SIC
4042
SFE Investment Counsel
California
$212K +$202K +671 New
WB
4043
West Bancorporation
Iowa
$212K +$202K +671 New
CCP
4044
Clarity Capital Partners
California
$211K +$201K +669 New
PIA
4045
Panoramic Investment Advisors
Colorado
$211K +$201K +669 New
EPW
4046
Evergreen Private Wealth
Colorado
$211K +$601 +2 +0.3%
CCA
4047
Clearwater Capital Advisors
Illinois
$211K +$201K +668 New
CFG
4048
Clayton Financial Group
Missouri
$211K +$201K +667 New
AWMG
4049
Alliance Wealth Management Group
New Jersey
$210K +$200K +665 New
SH
4050
SLT Holdings
Arizona
$210K +$200K +665 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.