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 %
RWS
2826
Resolute Wealth Strategies
Mississippi
$1.02M -$50.2K -159 -5%
SIAG
2827
Safeguard Investment Advisory Group
California
$1.01M +$21.2K +67 +2%
PW
2828
PUREfi Wealth
Massachusetts
$1.01M +$1.01M +3,201 New
KA
2829
Kearns & Associates
California
$1.01M
CIS
2830
Custom Index Systems
New York
$1.01M +$171K +541 +20%
BW
2831
BIP Wealth
Georgia
$1.01M +$186K +590 +23%
AA
2832
Apriem Advisors
California
$1.01M +$233K +736 +30%
CD
2833
Chapin Davis
Maryland
$1.01M
EA
2834
Everpar Advisors
Oklahoma
$1.01M +$6.01K +19 +0.6%
VCM
2835
Verde Capital Management
Michigan
$1.01M +$123K +390 +14%
CPCM
2836
Cardinal Point Capital Management
Ontario, Canada
$1.01M +$564K +1,784 +127%
PWM
2837
PBMares Wealth Management
Virginia
$1.01M +$316 +1 +0%
NC
2838
Napatree Capital
Rhode Island
$1.01M +$231K +732 +30%
BCA
2839
Bay Capital Advisors
Virginia
$1.01M +$1.01M +3,182 New
TSMHT
2840
Thurston Springer Miller Herd & Titak
Indiana
$1M +$311K +983 +45%
BCM
2841
Blume Capital Management
California
$1M -$130K -412 -11%
AWM
2842
Allen Wealth Management
North Carolina
$1M -$94.5K -299 -9%
BAM
2843
Broyhill Asset Management
North Carolina
$1M +$1M +3,168 New
FA
2844
FDx Advisors
Illinois
$1M -$114K -360 -10%
FOA
2845
Five Oceans Advisors
California
$999K -$87.9K -278 -8%
VFG
2846
Victory Financial Group
Texas
$998K +$998K +3,157 New
ACM
2847
Arcataur Capital Management
Wisconsin
$996K +$82.2K +260 +9%
LWM
2848
Laidlaw Wealth Management
New York
$995K -$100K -317 -9%
OFG
2849
Omega Financial Group
California
$992K +$948 +3 +0.1%
TFIPS
2850
Towarzystwo Funduszy Inwestycyjnych PZU SA
$991K +$299K +946 +43%