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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
RIA
4076
RPG Investment Advisory
California
$201K +$191K +636 New
MAM
4077
Montchanin Asset Management
Delaware
$201K +$192K +637 New
AWM
4078
Adams Wealth Management
Utah
$201K +$191K +635 New
CI
4079
CacheTech Inc
Utah
$201K +$191K +635 New
PWM
4080
Provident Wealth Management
Tennessee
$200K +$191K +634 New
GSC
4081
G&S Capital
Colorado
$200K +$190K +633 New
KBFS
4082
Kohmann Bosshard Financial Services
Ohio
$196K +$187K +621 New
AP
4083
Atwood & Palmer
Missouri
$196K +$3.91K +13 +2%
FCMT
4084
Founders Capital Management (Texas)
Texas
$196K
CFP
4085
Comprehensive Financial Planning
Pennsylvania
$193K +$184K +612 New
DCBT
4086
Dakota Community Bank & Trust
North Dakota
$193K +$10.5K +35 +6%
PWMAI
4087
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$193K +$2.1K +7 +1%
BC
4088
Barrett & Company
Rhode Island
$188K +$4.51K +15 +3%
TC
4089
Truvestments Capital
Florida
$188K +$33.4K +111 +23%
TAM
4090
Tucker Asset Management
Colorado
$186K -$1.2K -4 -0.7%
WAG
4091
Wiser Advisor Group
Arizona
$185K +$301 +1 +0.2%
TC
4092
Tacita Capital
Ontario, Canada
$185K +$41.8K +139 +31%
TCM
4093
Tradewinds Capital Management
Washington
$182K +$46K +153 +36%
PS
4094
Pinney & Scofield
Massachusetts
$181K +$173K +574 New
BBPWM
4095
Blue Bell Private Wealth Management
Pennsylvania
$180K +$3.01K +10 +2%
RDIA
4096
RE Dickinson Investment Advisors
Iowa
$180K
T
4097
Transce3nd
Texas
$180K +$171K +568 New
SIM
4098
Synergy Investment Management
Florida
$179K +$170K +567 New
FCG
4099
Financial Connections Group
California
$178K +$4.51K +15 +3%
T
4100
Tidemark
California
$177K +$106K +352 +168%

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.