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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
RWM
1401
RBA Wealth Management
California
$6.97M +$12K +40 +0.2%
FAIM
1402
Financial Advocates Investment Management
Washington
$6.95M -$1.22M -4,060 -16%
SC
1403
Sawyer & Company
Massachusetts
$6.95M +$61.6K +205 +0.9%
CM
1404
Caption Management
Oklahoma
$6.95M +$601K +2,000 +10%
PIA
1405
Petredis Investment Advisors
Pennsylvania
$6.95M -$70.7K -235 -1%
AWAU
1406
Alliance Wealth Advisors (Utah)
Utah
$6.93M +$106K +352 +2%
OPW
1407
Osprey Private Wealth
New York
$6.91M -$1.5K -5 -0%
PWS
1408
Peterson Wealth Services
Utah
$6.91M +$119K +396 +2%
MWM
1409
Meridian Wealth Management
Kentucky
$6.91M +$357K +1,186 +6%
BFA
1410
Benedict Financial Advisors
Georgia
$6.9M +$66.2K +220 +1%
CTC (Chicago Trading Company)
1411
CTC (Chicago Trading Company)
Illinois
$6.9M +$322K +1,072 +5%
HDA
1412
Harold Davidson & Associates
California
$6.89M +$6.55M +21,793 New
KCPG
1413
Kavar Capital Partners Group
Kansas
$6.88M +$106K +354 +2%
HDIM
1414
Hanson & Doremus Investment Management
Vermont
$6.87M +$362K +1,203 +6%
SWA
1415
SFMG Wealth Advisors
Texas
$6.83M -$41.2K -137 -0.6%
HI
1416
Harbour Investments
Wisconsin
$6.8M +$74K +246 +1%
QI
1417
Qtron Investments
Massachusetts
$6.79M +$311K +1,035 +5%
CANC
1418
Culbertson A N & Co
Virginia
$6.78M
CBT
1419
Crews Bank & Trust
Florida
$6.78M +$6.45M +21,462 New
HKIM
1420
Hayek Kallen Investment Management
Alabama
$6.77M -$135K -448 -2%
CAM
1421
Carret Asset Management
New York
$6.73M +$58.6K +195 +0.9%
MCP
1422
Mirador Capital Partners
California
$6.72M -$44.5K -148 -0.7%
PT
1423
Plimoth Trust
Massachusetts
$6.7M -$9.32K -31 -0.1%
CAC
1424
Core Alternative Capital
Georgia
$6.68M +$384K +1,278 +6%
AAS
1425
Ameritas Advisory Services
Nebraska
$6.67M +$1.28M +4,241 +25%

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.