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4,282 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, 1,611 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: 3,8694,282 (+413)

3% more repeat investments, than reductions

Existing positions increased: 1,659 | Existing positions reduced: 1,611

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
4,282
Holders Change
+413
Holders Change %
+10.67%
% of All Funds
56.36%
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
1,611
Closed
100
Calls
$5.77B
Puts
$6.4B
Net Calls
-$632M
Net Calls Change
-$897M
Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
1851
Lederer & Associates Investment Counsel
California
$3.57M -$94.4K -314 -3%
UWS
1852
Unique Wealth Strategies
Illinois
$3.57M -$31K -103 -0.9%
RBWA
1853
RFG - Bristol Wealth Advisors
Massachusetts
$3.56M +$3.39M +11,266 New
A
1854
Argentarii
Ohio
$3.56M +$3.39M +11,262 New
HAG
1855
HF Advisory Group
Maryland
$3.55M +$65K +216 +2%
AIS
1856
American Investment Services
Massachusetts
$3.55M -$57.4K -191 -2%
WHAM
1857
Windmill Hill Asset Management
United Kingdom
$3.55M -$528K -1,756 -14%
MPPLM
1858
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.54M +$277K +921 +9%
SIM
1859
Sterling Investment Management
Arizona
$3.54M -$38.5K -128 -1%
LT
1860
Lindsell Train
United Kingdom
$3.54M
DFCM
1861
Dark Forest Capital Management
Puerto Rico
$3.54M +$1.71M +5,686 +103%
NL
1862
NWAM LLC
Washington
$3.53M +$125K +416 +4%
NL
1863
Navalign LLC
California
$3.52M -$47.2K -157 -1%
CAM
1864
Costello Asset Management
Pennsylvania
$3.52M +$804K +2,674 +32%
SCP
1865
Stamos Capital Partners
California
$3.51M +$1.17M +3,900 +54%
CVA
1866
Central Valley Advisors
California
$3.5M +$46K +153 +1%
LWM
1867
Liberty Wealth Management
California
$3.49M -$2.22M -7,392 -40%
CPW
1868
Cove Private Wealth
New York
$3.49M
PWMAG
1869
Pinnacle Wealth Management Advisory Group
New Jersey
$3.49M +$120K +398 +4%
WFG
1870
Wills Financial Group
Virginia
$3.49M +$1.47M +4,882 +79%
GA
1871
Geller Advisors
New York
$3.49M -$12.9K -43 -0.4%
C
1872
Certuity
Florida
$3.49M -$453K -1,506 -12%
CFMC
1873
Curbstone Financial Management Corp
New Hampshire
$3.49M -$9.02K -30 -0.3%
APWM
1874
Argonautica Private Wealth Management
Massachusetts
$3.48M +$124K +412 +4%
EBT
1875
Enterprise Bank & Trust
Massachusetts
$3.48M -$42.4K -141 -1%

V Hedge Fund Activity: Q4 2024 in Review

4,282 of the 7,597 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 1,611 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.

  • 4,282 institutional investors held Visa (V) as of Q4 2024, up from 3,869 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.