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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
CWM
2326
Circle Wealth Management
New Jersey
$1.87M
HWA
2327
HHM Wealth Advisors
Tennessee
$1.87M +$1.1M +3,648 +161%
IIC
2328
Ironwood Investment Counsel
Arizona
$1.85M -$24.4K -81 -1%
LWM
2329
Level Wealth Management
North Carolina
$1.85M +$1.76M +5,860 New
DOA
2330
D'Orazio & Associates
Virginia
$1.85M +$16.2K +54 +0.9%
APA
2331
Astoria Portfolio Advisors
New York
$1.85M +$258K +859 +17%
FFA
2332
Fortune Financial Advisors
Kansas
$1.84M +$18.3K +61 +1%
RCA
2333
Roberts Capital Advisors
Colorado
$1.84M
CPSC
2334
Carl P. Sherr & Co
Massachusetts
$1.84M -$23.8K -79 -1%
AGP
2335
Autumn Glory Partners
Texas
$1.84M -$391K -1,299 -18%
TF
2336
Trek Financial
Arizona
$1.83M -$95K -316 -5%
BAM
2337
Berkshire Asset Management
Pennsylvania
$1.83M -$367K -1,219 -18%
TLCM
2338
Twin Lakes Capital Management
California
$1.83M +$2.71K +9 +0.2%
CSPIA
2339
Cary Street Partners Investment Advisory
Virginia
$1.82M -$12.5M -41,640 -88%
NWMG
2340
Nicholson Wealth Management Group
South Carolina
$1.82M +$721K +2,398 +71%
MWM
2341
MGB Wealth Management
Texas
$1.82M +$91.7K +305 +6%
A
2342
AlphaQuest
New York
$1.82M -$263K -874 -13%
TW
2343
TrinityPoint Wealth
Connecticut
$1.82M +$40K +133 +2%
AWM
2344
Aviso Wealth Management
Washington
$1.82M +$191K +635 +12%
CCA
2345
Childress Capital Advisors
Texas
$1.82M +$35.5K +118 +2%
FC
2346
Fulcrum Capital
Washington
$1.82M -$39.7K -132 -2%
1M
2347
1248 Management
Missouri
$1.82M +$1.73M +5,745 New
CIA
2348
Cape Investment Advisory
Georgia
$1.82M -$902 -3 -0.1%
AWM
2349
Ariadne Wealth Management
California
$1.81M +$113K +377 +8%
KC
2350
Knuff & Co
California
$1.81M +$137K +454 +9%

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.