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 %
4A
2551
4Wealth Advisors
Illinois
$1.38M +$1.38M +4,363 New
FDCP
2552
Foster Dykema Cabot & Partners
Massachusetts
$1.38M +$327K +1,035 +31%
RCM
2553
RMR Capital Management
California
$1.38M
PWMG
2554
Pinnacle Wealth Management Group
Michigan
$1.38M +$40.5K +128 +3%
GIO
2555
Galilei Investment Office
United Kingdom
$1.38M +$1.38M +4,351 New
RFS
2556
Richardson Financial Services
Massachusetts
$1.37M -$31.2K -99 -2%
KA
2557
KDT Advisors
New York
$1.37M +$1.37M +4,329 New
HFM
2558
Hartford Funds Management
Pennsylvania
$1.37M +$54K +171 +4%
BWM
2559
BigSur Wealth Management
Florida
$1.36M
CWM
2560
Crowley Wealth Management
Delaware
$1.36M +$1.36M +4,308 New
CWM
2561
Castle Wealth Management
Florida
$1.36M -$30.7K -97 -2%
SWM
2562
Shelton Wealth Management
Texas
$1.36M +$21.8K +69 +2%
ECM
2563
Estabrook Capital Management
New York
$1.36M -$11.7K -37 -0.9%
KAS
2564
KPP Advisory Services
Kentucky
$1.36M +$8.53K +27 +0.6%
BGIM
2565
Boussard & Gavaudan Investment Management
United Kingdom
$1.36M -$30.2M -95,702 -96%
HWA
2566
HMV Wealth Advisors
Louisiana
$1.36M +$1.36M +4,288 New
OCM
2567
Orion Capital Management
California
$1.35M -$54.4K -172 -4%
WMP
2568
Wealth Management Partners
Arizona
$1.35M +$316 +1 +0%
SIC
2569
Sterling Investment Counsel
New York
$1.35M -$2.46M -7,774 -65%
GS
2570
GWN Securities
Florida
$1.35M +$1.35M +4,078 New
WIA
2571
Westbourne Investment Advisors
Maryland
$1.35M +$6.32K +20 +0.5%
FB
2572
First Bancorp
Maine
$1.34M -$46.8K -148 -3%
BCM
2573
Bancreek Capital Management
California
$1.34M
BOM
2574
Bank of Marin
California
$1.34M +$19.6K +62 +1%
S
2575
Sunpointe
Missouri
$1.34M +$48.7K +154 +4%