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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
VCWM
4051
Vista Cima Wealth Management
Arizona
$210K +$200K +665 New
AWM
4052
AllSquare Wealth Management
New York
$210K
PFA
4053
Pinnacle Family Advisors
Missouri
$209K +$199K +662 New
EFP
4054
Elser Financial Planning
Indiana
$209K +$199K +661 New
CMS
4055
Capital Market Strategies
Florida
$209K +$198K +660 New
MB
4056
Mizuho Bank
Japan
$209K +$18K +60 +10%
RAG
4057
RIA Advisory Group
Iowa
$208K -$34.9K -116 -15%
TLFA
4058
True Link Financial Advisors
California
$208K +$198K +659 New
SPP
4059
Single Point Partners
Massachusetts
$208K +$198K +658 New
EA
4060
Ergawealth Advisors
Illinois
$208K -$42.4K -141 -18%
BMD
4061
Better Money Decisions
New Mexico
$207K +$197K +656 New
BIA
4062
BHK Investment Advisors
Alabama
$207K -$73.1K -243 -27%
GPW
4063
Gray Private Wealth
Massachusetts
$207K +$197K +655 New
WIP
4064
WealthCare Investment Partners
Rhode Island
$207K +$198K +658 New
CC
4065
Climber Capital
Switzerland
$207K +$197K +655 New
TI
4066
tru Independence
Oregon
$207K +$197K +654 New
KCM
4067
Kendall Capital Management
Maryland
$205K -$33.1K -110 -15%
2L
4068
25 LLC
Missouri
$205K +$195K +648 New
SPAS
4069
Spectrum Planning & Advisory Services
California
$205K +$195K +648 New
BOSSRA
4070
B.O.S.S. Retirement Advisors
Utah
$205K -$5.25M -17,458 -96%
PF
4071
Penney Financial
Texas
$204K +$194K +645 New
MIM
4072
Marshall Investment Management
Colorado
$203K +$222K +737 New
CFG
4073
Cosner Financial Group
Colorado
$202K +$192K +640 New
CA
4074
Cumberland Advisors
Florida
$202K +$192K +640 New
PCM
4075
PAR Capital Management
Massachusetts
$202K +$192K +640 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.