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 %
BHBT
2726
Burke & Herbert Bank & Trust
Virginia
$1.15M
RHAM
2727
Round Hill Asset Management
California
$1.15M
MAWA
2728
Moss Adams Wealth Advisors
Washington
$1.15M -$34.4K -109 -3%
PK
2729
Pflug Koory
Nebraska
$1.15M +$18K +57 +2%
CNTOF
2730
Canandaigua National Trust of Florida
New York
$1.15M +$354K +1,120 +45%
LI
2731
LVZ Inc
Michigan
$1.14M +$109K +344 +10%
ACA
2732
Affinity Capital Advisors
California
$1.14M
EFA
2733
Evernest Financial Advisors
Indiana
$1.14M +$50.6K +160 +5%
MSA
2734
Marino Stram & Associates
Massachusetts
$1.14M +$19.6K +62 +2%
BCM
2735
Bourgeon Capital Management
Connecticut
$1.14M +$1.14M +3,605 New
QPW
2736
Quantum Private Wealth
Florida
$1.14M -$17.7K -56 -2%
CIAS
2737
CFS Investment Advisory Services
New Jersey
$1.14M +$85.6K +271 +8%
MAM
2738
McLean Asset Management
Virginia
$1.14M +$12.3K +39 +1%
CCP
2739
Cassia Capital Partners
North Carolina
$1.13M +$280K +886 +33%
WTB
2740
Washington Trust Bank
Washington
$1.13M +$102K +324 +10%
4WM
2741
49 Wealth Management
Texas
$1.13M +$19.3K +61 +2%
FWM
2742
FFT Wealth Management
Pennsylvania
$1.13M +$326K +1,030 +40%
HG
2743
Harbor Group
New Hampshire
$1.13M
GAM
2744
GEM Asset Management
Michigan
$1.13M -$23.1K -73 -2%
FCFC
2745
First Citizens Financial Corp
Iowa
$1.13M +$588K +1,860 +108%
GIP
2746
Greatmark Investment Partners
Georgia
$1.13M -$7.9K -25 -0.7%
BWM
2747
Baron Wealth Management
Michigan
$1.12M -$18.3K -58 -2%
PWP
2748
Phillips Wealth Planners
Mississippi
$1.12M +$2.15K +7 +0.2%
MWP
2749
Madison Wealth Partners
Wisconsin
$1.12M -$7.58K -24 -0.7%
MIP
2750
Marietta Investment Partners
Wisconsin
$1.12M -$71.1K -225 -6%