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
PA
1076
Perennial Advisors
New York
$12.2M +$11.6M +38,519 New
SWA
1077
Stratos Wealth Advisors
Ohio
$12.1M +$172K +571 +2%
CBT
1078
Central Bank & Trust
Kentucky
$12.1M -$828K -2,754 -7%
GI
1079
GAMMA Investing
California
$12.1M +$1.52M +5,055 +15%
SNB
1080
Security National Bank
Nebraska
$12.1M -$98.3K -327 -0.8%
AAMA
1081
Advanced Asset Management Advisors
Ohio
$12.1M
MMA
1082
Miracle Mile Advisors
California
$12.1M +$3.71M +12,334 +48%
BOH
1083
Bank of Hawaii
Hawaii
$12.1M -$46.6K -155 -0.4%
NAM
1084
NorthCrest Asset Manangement
Minnesota
$12M +$54.4K +181 +0.5%
AIP
1085
Ameritas Investment Partners
Nebraska
$12M -$64.3K -214 -0.6%
HVIA
1086
Hudson Valley Investment Advisors
New York
$12M -$492K -1,637 -4%
DCM
1087
Donaldson Capital Management
Indiana
$12M -$56.5K -188 -0.5%
SWC
1088
Spectrum Wealth Counsel
Indiana
$12M -$101K -335 -0.9%
BCM
1089
Brookstone Capital Management
Illinois
$12M -$68.6K -228 -0.6%
LCM
1090
Logan Capital Management
Pennsylvania
$11.9M -$3.1M -10,307 -21%
EWM
1091
Evercore Wealth Management
New York
$11.9M -$183K -609 -2%
MGIA
1092
Moneta Group Investment Advisors
Missouri
$11.9M +$503K +1,672 +5%
SA
1093
Strategic Advisors
New York
$11.8M +$967K +3,217 +9%
CCM
1094
Cohen Capital Management
California
$11.8M
BP
1095
Ballentine Partners
Massachusetts
$11.8M +$68.3K +227 +0.6%
BDL
1096
Banque de Luxembourg
Luxembourg
$11.8M +$11.2M +37,082 New
LT
1097
Legacy Trust
Michigan
$11.8M -$161K -534 -1%
FA
1098
Fagan Associates
New York
$11.8M -$94.1K -313 -0.8%
IAIM
1099
International Assets Investment Management
Florida
$11.7M -$2.92B -9,721,340 -100%
WC
1100
Woodstock Corp
Massachusetts
$11.6M +$65.6K +218 +0.6%

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.