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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
DWM
2451
Drive Wealth Management
Utah
$1.61M +$179K +594 +13%
CIM
2452
Caldwell Investment Management
Ontario, Canada
$1.61M
CPC
2453
CFC Planning Company
Indiana
$1.6M +$1.53M +5,076 New
FFG
2454
Fiduciary Financial Group
California
$1.6M +$31K +103 +2%
PWM
2455
Prentice Wealth Management
New York
$1.6M +$33.1K +110 +2%
RBFC
2456
Roman Butler Fullerton & Co
Missouri
$1.6M +$10.5K +35 +0.7%
LP
2457
LGL Partners
Pennsylvania
$1.6M -$5.41K -18 -0.4%
FA
2458
Fountainhead AM
New Jersey
$1.6M +$34.9K +116 +2%
FFA
2459
Florida Financial Advisors
Florida
$1.6M +$175K +581 +13%
AA
2460
Advisory Alpha
Michigan
$1.59M +$140K +464 +10%
LI
2461
LRI Investments
Florida
$1.59M -$122K -407 -1%
PIM
2462
Profit Investment Management
Maryland
$1.59M -$58.9K -196 -4%
FNWM
2463
Financial Network Wealth Management
Utah
$1.59M -$102K -340 -6%
VWM
2464
Valley Wealth Managers
New Jersey
$1.59M +$170K +564 +13%
MFS
2465
Miller Financial Services
Michigan
$1.59M +$1.51M +5,015 New
CIC
2466
Cornercap Investment Counsel
Georgia
$1.58M -$59.2K -197 -4%
PWSG
2467
Pacific Wealth Strategies Group
California
$1.58M +$15.6K +52 +1%
OL
2468
one8zero8 LLC
North Carolina
$1.58M +$1.5M +5,003 New
AIC
2469
Archer Investment Corporation
Indiana
$1.58M +$8.12K +27 +0.5%
LPCM
2470
Lynwood Price Capital Management
Texas
$1.58M +$1.5M +5,000 New
VWA
2471
Visionary Wealth Advisors
Illinois
$1.58M +$75.8K +252 +5%
NDSI
2472
Newman Dignan & Sheerar Inc
Rhode Island
$1.58M -$65.3K -217 -4%
CH
2473
Cromwell Holdings
Wyoming
$1.57M
VIM
2474
VELA Investment Management
Ohio
$1.57M -$1.5K -5 -0.1%
EFG
2475
Ethos Financial Group
Pennsylvania
$1.57M -$119K -397 -7%

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.