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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
CWM
1301
CMH Wealth Management
New Hampshire
$8.21M +$83.3K +277 +1%
RAM
1302
Redmond Asset Management
Virginia
$8.16M +$2.57M +8,549 +50%
MGAM
1303
McGowan Group Asset Management
Texas
$8.15M +$80K +266 +1%
GMA
1304
Glassy Mountain Advisors
Maryland
$8.13M +$42.4K +141 +0.6%
EFS
1305
Essex Financial Services
Connecticut
$8.12M +$333K +1,109 +5%
CCT
1306
Capital City Trust
Florida
$8.12M +$79.4K +264 +1%
HPIA
1307
Hamilton Point Investment Advisors
North Carolina
$8.1M +$130K +431 +2%
JWCA
1308
J.W. Cole Advisors
Florida
$8.1M -$61.6K -205 -0.8%
GIM
1309
Goelzer Investment Management
Indiana
$8.08M -$213K -710 -3%
VIP
1310
Vantage Investment Partners
Missouri
$8.07M -$451K -1,500 -6%
MSA
1311
MUFG Securities Americas
New York
$8.06M +$7.67M +25,510 New
LWMM
1312
Legacy Wealth Management (Mississippi)
Mississippi
$8.06M -$536K -1,783 -7%
GWM
1313
Geneos Wealth Management
Colorado
$8.05M -$160K -532 -2%
BCWM
1314
Bartlett & Co Wealth Management
Ohio
$8M -$128K -425 -2%
IB
1315
Intrust Bank
Kansas
$8M +$80.6K +268 +1%
BFW
1316
Brady Family Wealth
Missouri
$7.99M -$217K -722 -3%
FTC
1317
Farmers Trust Company
Ohio
$7.98M -$158K -526 -2%
NP
1318
NorthRock Partners
Minnesota
$7.95M -$462K -1,536 -6%
CCM
1319
Condor Capital Management
New Jersey
$7.94M -$143K -475 -2%
BG
1320
Bahl & Gaynor
Ohio
$7.93M -$1.86M -6,178 -20%
SSA
1321
Schonfeld Strategic Advisors
New York
$7.91M -$8.73M -29,041 -54%
KFBMI
1322
Kentucky Farm Bureau Mutual Insurance
Kentucky
$7.9M
EPFB
1323
Employees Provident Fund Board
Malaysia
$7.9M +$2.1M +7,000 +39%
HSA
1324
HBK Sorce Advisory
Pennsylvania
$7.89M +$142K +473 +2%
RWM
1325
Rockline Wealth Management
New York
$7.88M +$410K +1,364 +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.