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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
OWP
1351
Obermeyer Wealth Partners
Colorado
$7.64M +$788K +2,619 +12%
CT
1352
Clearstead Trust
Maine
$7.64M -$23.8K -79 -0.3%
SW
1353
SteelPeak Wealth
California
$7.64M -$61.9K -206 -0.8%
HW
1354
Hedeker Wealth
Illinois
$7.61M -$42.7K -142 -0.6%
LMIM
1355
Lockheed Martin Investment Management
Maryland
$7.59M -$96.2K -320 -1%
FNB
1356
Farmers National Bank
Kentucky
$7.59M +$7.22M +24,004 New
SI
1357
Symmetry Investments
Jersey
$7.58M -$601K -2,000 -8%
UCMOK
1358
United Capital Management of KS
Kansas
$7.58M +$161K +536 +2%
DBG
1359
De Burlo Group
Massachusetts
$7.57M -$353K -1,175 -5%
BB
1360
Berkshire Bank
Massachusetts
$7.54M -$159K -530 -2%
CS
1361
Cannell & Spears
New York
$7.54M -$237K -787 -3%
CGA
1362
Channing Global Advisors
Florida
$7.53M +$2.15M +7,143 +43%
BZWA
1363
Blue Zone Wealth Advisors
California
$7.53M +$157K +523 +2%
SAM
1364
Smartleaf Asset Management
Massachusetts
$7.51M +$1.13M +3,762 +19%
WPC
1365
Wedmont Private Capital
Pennsylvania
$7.49M +$643K +2,137 +10%
ISL
1366
Ingalls & Snyder LLC
New York
$7.49M -$116K -386 -2%
EIA
1367
Eastover Investment Advisors
North Carolina
$7.46M -$177K -589 -2%
LG
1368
Leuthold Group
Minnesota
$7.45M +$271K +900 +4%
S
1369
SimplyRich
California
$7.44M -$6.01K -20 -0.1%
SCM
1370
Spring Capital Management
Texas
$7.42M +$766K +2,548 +12%
EAM
1371
EFG Asset Management
Oregon
$7.39M +$1.3M +4,316 +23%
NFC
1372
Northeast Financial Consultants
Connecticut
$7.38M +$82.4K +274 +1%
CCA
1373
Covey Capital Advisors
Georgia
$7.33M -$524K -1,744 -7%
WA
1374
WP Advisors
California
$7.32M +$45.7K +152 +0.7%
OCAM
1375
Onex Canada Asset Management
Ontario, Canada
$7.3M -$40.6K -135 -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.