We are live on ! Find out more

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
HOWA
4351
Heritage Oak Wealth Advisors
Florida
-$368K -1,340 Closed
PFT
4352
Providence First Trust
Arizona
-$365K -1,328 Closed
UFF
4353
USA Financial Formulas
Michigan
-$340K -1,237 Closed
I
4354
InceptionR
California
-$332K -1,207 Closed
ARG
4355
Advisory Resource Group
Oklahoma
-$314K -1,141 Closed
MPM
4356
MBB Public Markets
Illinois
-$297K -1,080 Closed
CSIA
4357
Carl Stuart Investment Advisor
Texas
-$291K -1,058 Closed
CCM
4358
Campbell Capital Management
Florida
-$275K -1,000 Closed
TCMP
4359
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$271K -986 Closed
AFP
4360
Alpha Financial Partners
Kentucky
-$267K -973 Closed
SFP
4361
Sterling Financial Planning
New Jersey
-$266K -968 Closed
ORAM
4362
One River Asset Management
Connecticut
-$286K -951 Closed
BWA
4363
BlueSky Wealth Advisors
North Carolina
-$258K -940 Closed
TAM
4364
TCP Asset Management
Ohio
-$257K -936 Closed
APM
4365
Advanced Portfolio Management
New York
-$251K -913 Closed
AHB
4366
Abner Herrman & Brock
New Jersey
-$235K -854 Closed
SKK
4367
Shepherd Kaplan Krochuk
Massachusetts
-$230K -836 Closed
PFA
4368
Pettinga Financial Advisors
Indiana
-$228K -829 Closed
SJGA
4369
Stephen J. Garry & Associates
New York
-$227K -825 Closed
PWA
4370
Providence Wealth Advisors
Illinois
-$224K -788 Closed
HBWM
4371
Hollow Brook Wealth Management
New York
-$211K -766 Closed
OCM
4372
Objective Capital Management
Ohio
-$210K -764 Closed
RSA
4373
River Street Advisors
Illinois
-$129K -469 Closed
IAIM
4374
Industrial Alliance Investment Management
Quebec, Canada
-$98K -355 Closed
CA
4375
Claris Advisors
Missouri
-$80.6K -293 Closed

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.