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 %
SIA
2576
Strategic Investment Advisors
Michigan
$1.34M -$95.1K -301 -7%
PSC
2577
Prentiss Smith & Co
Vermont
$1.34M
ACH
2578
ArrowMark Colorado Holdings
Colorado
$1.33M
IW
2579
IronOak Wealth
Texas
$1.33M +$1.33M +4,220 New
SI
2580
Seeds Investor
New York
$1.33M +$258K +816 +24%
FPF
2581
First Pacific Financial
Washington
$1.33M -$13.3K -42 -1%
MPWS
2582
McCarter Private Wealth Services
Massachusetts
$1.33M +$67K +212 +5%
KWS
2583
Keystone Wealth Services
California
$1.33M +$22.1K +70 +2%
WCA
2584
Westover Capital Advisors
Delaware
$1.33M -$20.5K -65 -2%
AFT
2585
Alpha Family Trust
California
$1.32M
NSIM
2586
North Star Investment Management
Illinois
$1.32M +$222K +703 +20%
TCBWMS
2587
Texas Capital Bank Wealth Management Services
Texas
$1.32M +$72.7K +230 +6%
KAM
2588
Karani Asset Management
New York
$1.32M +$1.32M +4,174 New
SAM
2589
SignalPoint Asset Management
Missouri
$1.32M +$53.4K +169 +4%
CTFG
2590
Capstone Triton Financial Group
Oklahoma
$1.31M -$6.01K -19 -0.5%
PMA
2591
Prudent Man Advisors
Illinois
$1.31M -$76.2K -241 -5%
UCB
2592
United Community Bank
South Carolina
$1.31M +$632 +2 +0%
PFA
2593
Pathway Financial Advisers
Indiana
$1.31M +$35.4K +112 +3%
LIA
2594
Lynx Investment Advisory
District of Columbia
$1.31M +$395K +1,249 +43%
KWM
2595
Kolinsky Wealth Management
New Jersey
$1.31M +$167K +527 +15%
YP
2596
YANKCOM Partnership
South Dakota
$1.31M +$1.31M +4,133 New
SCM
2597
Spreng Capital Management
Ohio
$1.3M -$27.5K -87 -2%
AWA
2598
AGH Wealth Advisors
Kansas
$1.3M +$1.3M +4,127 New
DTC
2599
Davidson Trust Company
Washington
$1.3M
GWS
2600
Greykasell Wealth Strategies
California
$1.3M +$1.3M +4,112 New