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 %
APW
2651
Acima Private Wealth
Virginia
$1.23M
ML
2652
McAdam LLC
Pennsylvania
$1.23M +$173K +547 +16%
MAG
2653
MRA Advisory Group
New Jersey
$1.23M +$660K +2,089 +116%
SLT
2654
St Louis Trust
Missouri
$1.23M
OPWM
2655
Oakwell Private Wealth Management
Texas
$1.23M +$85.3K +270 +7%
KA
2656
KLCM Advisors
Wisconsin
$1.23M +$45.5K +144 +4%
WH
2657
Willner & Heller
California
$1.23M +$1.9K +6 +0.2%
EWM
2658
Elmwood Wealth Management
California
$1.22M -$28.1K -89 -2%
BONH
2659
Bank of New Hampshire
New Hampshire
$1.22M -$79K -250 -6%
MI
2660
Motiv8 Investments
Florida
$1.22M +$284K +899 +30%
FNC
2661
First National Corp
Massachusetts
$1.22M +$8.53K +27 +0.7%
RCA
2662
Runnymede Capital Advisors
Ohio
$1.22M +$1.22M +3,866 New
GAM
2663
Gemmer Asset Management
California
$1.22M -$58.1K -184 -5%
DF
2664
Dunhill Financial
United Kingdom
$1.22M -$36K -114 -3%
MWA
2665
Midland Wealth Advisors
Illinois
$1.22M -$164K -518 -12%
WHCI
2666
W.H. Cornerstone Investments
Massachusetts
$1.22M -$123K -390 -9%
SIS
2667
Sound Income Strategies
Florida
$1.22M -$60K -190 -5%
PW
2668
Paladin Wealth
Minnesota
$1.22M +$347K +1,099 +40%
BMWS
2669
Brady Martz Wealth Solutions
North Dakota
$1.21M +$1.21M +3,930 New
LSA
2670
Lion Street Advisors
Texas
$1.21M -$40.4K -128 -3%
SAM
2671
Satovsky Asset Management
New York
$1.21M -$199K -630 -14%
AWA
2672
Alta Wealth Advisors
Massachusetts
$1.21M +$83.4K +264 +7%
GWCM
2673
Godshalk Welsh Capital Management
Pennsylvania
$1.21M -$9.48K -30 -0.8%
OIA
2674
Optimum Investment Advisors
Illinois
$1.21M
CAM
2675
Claret Asset Management
Quebec, Canada
$1.21M +$24.7K +78 +2%