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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
PWMG
4126
Private Wealth Management Group
New Jersey
$137K -$601 -2 -0.5%
FGC
4127
Financial Gravity Companies
Texas
$137K -$6.01K -20 -4%
CTWM
4128
Cherry Tree Wealth Management
Minnesota
$136K
AWM
4129
Activest Wealth Management
Florida
$135K -$35.5K -118 -22%
S
4130
Sachetta
Massachusetts
$134K -$3.01K -10 -2%
OAJ
4131
Ogorek Anthony Joseph
New York
$134K +$60.4K +201 +89%
CJL
4132
Cyrus J. Lawrence
New York
$133K +$16.5K +55 +15%
CMP
4133
Coston McIsaac & Partners
Maine
$131K
SC
4134
Stephens Consulting
Michigan
$131K -$902 -3 -0.7%
LWA
4135
Lowe Wealth Advisors
Maryland
$128K -$18K -60 -13%
RTL
4136
Red Tortoise LLC
Georgia
$127K
ACA
4137
American Capital Advisory
Idaho
$126K
MAM
4138
Meeder Asset Management
Ohio
$126K -$6.92K -23 -5%
HB
4139
Horizon Bancorp
Indiana
$126K
DCM
4140
Disciplina Capital Management
Tennessee
$124K +$301 +1 +0.3%
RPA
4141
Redwood Park Advisors
California
$122K +$117K +388 New
IRC
4142
Investors Research Corp
Georgia
$122K +$301 +1 +0.3%
EA
4143
Evolution Advisers
Virginia
$120K
PA
4144
Pineridge Advisors
Missouri
$113K +$18.3K +61 +21%
BL
4145
BFSG LLC
California
$112K -$4.51K -15 -4%
GG
4146
Gleason Group
Kentucky
$111K +$301 +1 +0.3%
Q1WB
4147
Quest 10 Wealth Builders
Virginia
$105K +$100K +333 New
MIM
4148
Meridiem Investment Management
United Kingdom
$104K +$99.2K +330 New
TPW
4149
Talon Private Wealth
Florida
$104K +$28.6K +95 +40%
BTC
4150
Bank & Trust Company
Illinois
$104K

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.