4,228 hedge funds and large institutions have $482B invested in Visa in 2024 Q4 according to their latest regulatory filings, with 562 funds opening new positions, 1,644 increasing their positions, 1,599 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,228
Holders Change
+393
Holders Change %
+10.25%
% of All Funds
56.28%
Holding in Top 10
547
Holding in Top 10 Change
+152
Holding in Top 10 Change %
+38.48%
% of All Funds
7.28%
New
562
Increased
1,644
Reduced
1,599
Closed
100
Calls
$5.77B
Puts
$6.4B
Net Calls
-$629M
Net Calls Change
-$894M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
2526
IFG Advisory
Georgia
$1.43M +$1.43M +4,523 New
OL
2527
OneFund LLC
Florida
$1.42M +$38.9K +123 +3%
SEIA
2528
Signature Estate & Investment Advisors
California
$1.42M +$60.4K +191 +4%
RFA
2529
Resurgent Financial Advisors
Georgia
$1.42M -$48.4K -153 -3%
WLPWM
2530
Walled Lake Planning & Wealth Management
Illinois
$1.42M -$13.6K -43 -0.9%
BPW
2531
Bingham Private Wealth
California
$1.42M +$1.42M +4,502 New
BSA
2532
Braun Stacey Associates
New York
$1.42M
OWA
2533
Outlook Wealth Advisors
Texas
$1.42M +$86.3K +273 +6%
BFIM
2534
Beese Fulmer Investment Management
Ohio
$1.42M +$12.6K +40 +0.9%
PWM
2535
Paulson Wealth Management
Illinois
$1.42M -$37K -117 -3%
CFIA
2536
Cantor Fitzgerald Investment Advisors
New York
$1.42M -$183K -578 -11%
HI
2537
Harper Investing
California
$1.41M -$187K -591 -12%
EMCIP
2538
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.41M +$1.41M +4,457 New
OWG
2539
Oxford Wealth Group
Florida
$1.4M -$21.5K -68 -2%
GIM
2540
Generali Investments Management
Slovenia
$1.4M +$1.4M +4,439 New
CA
2541
Centerpoint Advisors
Massachusetts
$1.4M -$23.7K -75 -2%
FA
2542
Fiducient Advisors
Illinois
$1.4M +$11.1K +35 +0.8%
PP
2543
Patron Partners
Texas
$1.39M +$56.9K +180 +4%
HCP
2544
Hexagon Capital Partners
Arkansas
$1.39M +$211K +668 +18%
SVCP
2545
Silicon Valley Capital Partners
California
$1.39M -$686K -2,171 -33%
PAM
2546
PCG Asset Management
New Jersey
$1.39M +$1.39M +4,384 New
CFS
2547
Coordinated Financial Services
Colorado
$1.39M +$1.39M +4,384 New
AIP
2548
Alexis Investment Partners
Texas
$1.38M +$1.38M +4,386 New
JSAM
2549
J. Safra Asset Management
New York
$1.38M +$635K +2,014 +85%
IUHSA
2550
Itau Unibanco Holding S.A.
Brazil
$1.38M -$969K -3,071 -41%