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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
SAW
1551
Signal Advisors Wealth
Michigan
$5.49M +$906K +3,013 +21%
GFA
1552
Gifford Fong Associates
California
$5.49M
CRWM
1553
Castle Rock Wealth Management
California
$5.49M +$7.52K +25 +0.2%
DI
1554
Diligent Investors
California
$5.48M -$87.8K -292 -2%
FFA
1555
First Foundation Advisors
California
$5.48M +$5.41K +18 +0.1%
GM
1556
GeoWealth Management
Illinois
$5.47M +$505K +1,681 +11%
RCWM
1557
Royal Capital Wealth Management
Indiana
$5.47M -$53.5K -178 -1%
AAP
1558
Arax Advisory Partners
Colorado
$5.46M +$1.46M +4,857 +39%
SCM
1559
Schnieders Capital Management
California
$5.44M +$24.1K +80 +0.5%
CCAM
1560
Codex Capital Asset Management
Texas
$5.44M
SFS
1561
Strategic Financial Services
New York
$5.43M -$122K -406 -2%
UAM
1562
Unison Asset Management
Florida
$5.43M +$131K +436 +3%
FLI
1563
Family Legacy Inc
South Carolina
$5.42M +$40.6K +135 +0.8%
MCM
1564
MV Capital Management
Maryland
$5.4M -$38.8K -129 -0.7%
JAG
1565
Journey Advisory Group
Kentucky
$5.38M
LFG
1566
Larson Financial Group
Missouri
$5.37M -$7.52K -25 -0.1%
KF
1567
Krilogy Financial
Missouri
$5.37M +$406K +1,351 +9%
FM
1568
Family Management
New York
$5.36M +$234K +778 +5%
PDL
1569
Portfolio Design Labs
California
$5.36M +$1.17M +3,877 +30%
TCOT
1570
Trust Company of Toledo
Ohio
$5.36M +$165K +550 +3%
OHWP
1571
Oak Harbor Wealth Partners
North Carolina
$5.35M -$1.08M -3,593 -17%
GCM
1572
GKV Capital Management
California
$5.35M +$5.09M +16,925 New
PCIG
1573
Partners Capital Investment Group
Massachusetts
$5.35M +$5.09M +16,921 New
Empower Advisory Group
1574
Empower Advisory Group
Colorado
$5.34M -$429K -1,426 -8%
NB
1575
NBT Bank
New York
$5.34M -$120K -399 -2%

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.