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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
TSW
2026
Three Seasons Wealth
Utah
$2.83M -$22.9K -76 -0.8%
CWM
2027
Compass Wealth Management
Connecticut
$2.82M -$81.5K -271 -3%
CAG
2028
Cypress Advisory Group
Arizona
$2.82M +$2.68M +8,910 New
AIA
2029
AssuredPartners Investment Advisors
Florida
$2.81M +$2.68M +8,902 New
AWE
2030
Avidian Wealth Enterprises
Texas
$2.81M +$93.2K +310 +4%
TSS
2031
Two Sigma Securities
New York
$2.81M -$11.1M -37,006 -81%
MA
2032
MONECO Advisors
Connecticut
$2.81M -$183K -608 -6%
CA
2033
Callahan Advisors
Texas
$2.81M +$601 +2 +0%
UW
2034
Unique Wealth
Florida
$2.79M +$202K +672 +8%
BAM
2035
Byrne Asset Management
New Jersey
$2.78M -$33.7K -112 -1%
OFS
2036
Orrstown Financial Services
Pennsylvania
$2.78M +$18.3K +61 +0.7%
APP
2037
Avantax Planning Partners
Iowa
$2.78M +$296K +984 +13%
BHIA
2038
Birch Hill Investment Advisors
Massachusetts
$2.78M +$973K +3,235 +58%
NED
2039
Nancy E. Dempze
$2.78M
PPWM
2040
Paragon Private Wealth Management
Kentucky
$2.78M +$182K +605 +7%
NPA
2041
Nichols & Pratt Advisers
Massachusetts
$2.77M -$49.3K -164 -2%
SWMG
2042
Stillwater Wealth Management Group
Florida
$2.75M +$2.62M +8,716 New
BLC
2043
Brown, Lisle/Cummings
Rhode Island
$2.75M +$103K +343 +4%
CFP
2044
Catalyst Financial Partners
Massachusetts
$2.75M +$65.3K +217 +3%
PA
2045
PFW Advisors
Georgia
$2.75M +$2.62M +8,698 New
SAI
2046
Systematic Alpha Investments
New Jersey
$2.74M
NF
2047
Nvest Financial
New Hampshire
$2.74M +$267K +888 +11%
PH
2048
Pinnacle Holdings
Oklahoma
$2.73M -$210K -699 -7%
SAM
2049
Secure Asset Management
Michigan
$2.73M +$222K +739 +9%
FWM
2050
ForthRight Wealth Management
Georgia
$2.73M -$7.82K -26 -0.3%

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.