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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
GVAG
751
Great Valley Advisor Group
Delaware
$24.2M +$361K +1,199 +2%
BEI
752
Benjamin Edwards Inc
Missouri
$24.2M +$1.13M +3,771 +5%
SS
753
SBI Securities
Japan
$24.2M +$23M +76,503 New
ICP
754
Ilex Capital Partners
United Kingdom
$24.1M +$22.9M +76,222 New
SIA
755
Sit Investment Associates
Minnesota
$24.1M -$2.25M -7,483 -9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
756
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.1M +$14.5M +48,164 +172%
SAM
757
Synergy Asset Management
Washington
$23.9M +$2.11M +7,023 +9%
ORI
758
Oak Ridge Investments
Illinois
$23.8M +$1.26M +4,198 +6%
MA
759
Montag & Associates
Georgia
$23.8M -$250K -832 -1%
CCM
760
Coerente Capital Management
Ontario, Canada
$23.7M -$29.5K -98 -0.1%
MC
761
Moors & Cabot
Massachusetts
$23.7M +$74.6K +248 +0.3%
CS
762
Central Securities
New York
$23.7M
KWMG
763
King Wealth Management Group
Florida
$23.7M +$1.86M +6,172 +9%
HC
764
Hendley & Co
Ohio
$23.7M -$125K -415 -0.6%
CIM
765
Coleford Investment Management
Canada
$23.7M +$22.5M +74,835 New
KCM
766
Kornitzer Capital Management
Kansas
$23.6M -$159K -528 -0.7%
NPPM
767
North Point Portfolio Managers
Ohio
$23.6M -$726K -2,416 -3%
DWP
768
Daymark Wealth Partners
Ohio
$23.5M -$293K -976 -0.6%
VW
769
Vantage Wealth
California
$23.5M -$317K -1,055 -1%
FMII
770
Farmers & Merchants Investments Inc
Nebraska
$23.4M +$481K +1,598 +2%
AFIA
771
America First Investment Advisors
Nebraska
$23.4M -$372K -1,237 -2%
TTWM
772
TCV Trust & Wealth Management
Virginia
$23.2M -$132K -439 -0.6%
HWM
773
Heirloom Wealth Management
Colorado
$23.2M +$1.45M +4,806 +7%
ERIM
774
Eagle Ridge Investment Management
Connecticut
$23M -$524K -1,744 -2%
AJ
775
Ashburton (Jersey)
Jersey
$23M +$5.73M +19,057 +35%

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.