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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
MFG
4101
Mendota Financial Group
Wisconsin
$177K -$28.3K -94 -14%
CPG
4102
Cornerstone Planning Group
New Jersey
$169K +$2.71K +9 +2%
IA
4103
IFS Advisors
Kansas
$167K
PA
4104
PSI Advisors
Florida
$165K +$30.1K +100 +24%
RWML
4105
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$163K -$1.2K -4 -0.8%
NECFA
4106
New England Capital Financial Advisors
Connecticut
$162K +$301 +1 +0.2%
BFP
4107
Briaud Financial Planning
Texas
$162K +$155K +515 New
MTC
4108
Matrix Trust Company
Colorado
$161K +$154K +511 New
BHWM
4109
Bay Harbor Wealth Management
Maryland
$161K +$50.8K +169 +50%
BC
4110
Belmont Capital
California
$158K -$459K -1,526 -75%
MCI
4111
MRP Capital Investments
Georgia
$158K -$150K -500 -50%
CM
4112
Capula Management
Cayman Islands
$155K +$67.1K +223 +83%
HI
4113
Human Investing
Oregon
$154K +$146K +487 New
HFS
4114
Hopwood Financial Services
Virginia
$154K +$146K +487 New
TLA
4115
Tanglewood Legacy Advisors
Texas
$151K +$301 +1 +0.2%
AW
4116
Avion Wealth
Texas
$151K +$11.4K +38 +9%
IWM
4117
IMG Wealth Management
Florida
$149K +$142K +471 New
HWM
4118
HighMark Wealth Management
Minnesota
$147K -$301 -1 -0.2%
RDFA
4119
Ritter Daniher Financial Advisory
Ohio
$147K +$60.1K +200 +76%
AG
4120
AmeriFlex Group
Nevada
$143K +$126K +419 New
SCA
4121
Stuart Chaussee & Associates
California
$143K +$65.3K +217 +92%
RS
4122
Rakuten Securities
Japan
$143K -$235K -781 -63%
HNW
4123
High Note Wealth
Minnesota
$140K +$134K +444 New
IWP
4124
IAG Wealth Partners
Wisconsin
$139K +$26.8K +89 +25%
HHGA
4125
Halbert Hargrove Global Advisors
California
$137K +$131K +435 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.