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 %
SA
2701
Sovran Advisors
California
$1.18M +$1.18M +3,803 New
TBWA
2702
Three Bridge Wealth Advisors
California
$1.18M +$50.3K +159 +4%
OPA
2703
Old Port Advisors
Maine
$1.17M +$7.27K +23 +0.6%
SP
2704
SIH Partners
Delaware
$1.17M +$1.17M +3,707 New
PCP
2705
Panoramic Capital Partners
Oregon
$1.17M +$1.17M +3,702 New
LJAC
2706
L.J. Altfest & Co
New York
$1.17M -$104K -328 -8%
MTWM
2707
Masso Torrence Wealth Management
New Jersey
$1.17M +$25.3K +80 +2%
MC
2708
Matisse Capital
Oregon
$1.17M -$193K -612 -14%
FFA
2709
Fi3 Financial Advisors
Indiana
$1.17M +$5.69K +18 +0.5%
3F
2710
360 Financial
Minnesota
$1.17M
KTC
2711
Kentucky Trust Company
Kentucky
$1.17M +$1.17M +3,689 New
NB
2712
Nicolet Bankshares
Wisconsin
$1.16M -$82.2K -260 -7%
VIP
2713
Vista Investment Partners
Oklahoma
$1.16M
AGAM
2714
Audent Global Asset Management
California
$1.16M +$505K +1,598 +77%
ME
2715
McIlrath & Eck
Washington
$1.16M +$39.8K +126 +4%
MCM
2716
Morton Capital Management
California
$1.16M -$948 -3 -0.1%
BCM
2717
Brown Capital Management
Maryland
$1.16M
TE
2718
Tema ETFs
New York
$1.16M +$1.16M +3,659 New
GIM
2719
Groesbeck Investment Management
New Jersey
$1.16M
DP
2720
DDD Partners
Washington
$1.16M +$8.22K +26 +0.7%
DWM
2721
DecisionMap Wealth Management
Virginia
$1.16M +$1.16M +3,655 New
WCM
2722
Wallace Capital Management
Texas
$1.15M
SCP
2723
Sivia Capital Partners
California
$1.15M +$8.53K +27 +0.7%
OFG
2724
Oxford Financial Group
Indiana
$1.15M -$103K -325 -8%
TWM
2725
Tolleson Wealth Management
Texas
$1.15M +$236K +746 +26%