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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
EIM
4226
Essex Investment Management
Massachusetts
$37K
NA
4227
Nordwand Advisors
Pennsylvania
$36.3K
FIA
4228
FPC Investment Advisory
California
$35.9K +$25K +83 +377%
AAG
4229
Accordant Advisory Group
Maryland
$35.7K
OSNBOA
4230
Old Second National Bank of Aurora
Illinois
$35.4K
NC
4231
NewSquare Capital
Pennsylvania
$35.1K +$33.4K +111 New
CWM
4232
Consultiva Wealth Management
Puerto Rico
$34.8K +$33.1K +110 New
CIAS
4233
CBIZ Investment Advisory Services
Ohio
$34.5K +$2.71K +9 +9%
CPA
4234
Compass Planning Associates
Massachusetts
$32.4K +$31K +103 New
MA
4235
Modus Advisors
Minnesota
$31.9K +$30.4K +101 New
SWP
4236
SIMA Wealth Partners
Virginia
$31.6K
PIS
4237
POM Investment Strategies
North Carolina
$31K +$9.62K +32 +48%
PP
4238
PFS Partners
New Jersey
$30.8K +$301 +1 +1%
GIS
4239
Grayhawk Investment Strategies
Alberta, Canada
$27.5K
ACM
4240
Anfield Capital Management
California
$26.5K -$5.41K -18 -18%
BCPWM
4241
Bradley & Co Private Wealth Management
Florida
$26.5K +$25.3K +84 New
FG
4242
Fairman Group
Pennsylvania
$26.5K
AS
4243
Altshuler Shaham
Israel
$26.2K -$1.8K -6 -7%
DRP
4244
Decker Retirement Planning
Utah
$25.6K +$24.4K +81 New
CWA
4245
Carolina Wealth Advisors
South Carolina
$22.4K -$96.2K -320 -82%
MS
4246
Mizuho Securities
Japan
$22.1K -$247K -820 -92%
CFS
4247
Compass Financial Services
Iowa
$21.2K +$20.1K +67 New
FFL
4248
Financial Freedom LLC
Ohio
$21.2K
CJH
4249
Christopher J. Hasenberg
Wisconsin
$18.6K
WCM
4250
Westend Capital Management
California
$18.6K

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.