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 %
BFC
2851
Bedel Financial Consulting
Indiana
$990K -$43.3K -124 -4%
CWP
2852
Curated Wealth Partners
California
$988K -$82.2K -260 -8%
AFGAS
2853
Allegiance Financial Group Advisory Services
Virginia
$985K +$48.4K +153 +5%
KCM
2854
KRS Capital Management
Michigan
$985K
IWA
2855
Inspirion Wealth Advisors
Illinois
$984K -$32.7K -105 -3%
NP
2856
Ninepoint Partners
Ontario, Canada
$983K +$164K +520 +20%
NRC
2857
New Republic Capital
North Carolina
$982K -$78.7K -249 -7%
MC
2858
McMorgan & Co
California
$981K -$33.2K -105 -3%
KFSC
2859
Keystone Financial Services (Colorado)
Colorado
$981K +$3.16K +10 +0.3%
SDWMA
2860
Schneider Downs Wealth Management Advisors
Pennsylvania
$980K
BF
2861
Brucke Financial
Indiana
$980K +$980K +2,867 New
LRIA
2862
Leonard Rickey Investment Advisors
Washington
$979K +$948 +3 +0.1%
LA
2863
Latitude Advisors
Florida
$979K -$13.3K -42 -1%
PCWA
2864
Pacific Capital Wealth Advisors
California
$979K -$948 -3 -0.1%
G
2865
GenTrust
Florida
$978K +$92.3K +292 +10%
KL
2866
KilterHowling LLC
Colorado
$975K +$94.9K +270 +11%
HA
2867
Hamel Associates
New Jersey
$975K
KFA
2868
Kapstone Financial Advisors
Ohio
$973K -$34.6K -103 -3%
TPW
2869
Transatlantique Private Wealth
New York
$973K -$17.1K -54 -2%
T
2870
TrueFG
Texas
$972K +$61.6K +195 +7%
VC
2871
Veracity Capital
Georgia
$971K +$4.11K +13 +0.4%
NSB
2872
Norway Savings Bank
Maine
$970K -$114K -362 -11%
CAM
2873
Campion Asset Management
Virginia
$966K
CCA
2874
Coign Capital Advisors
Utah
$962K +$962K +3,043 New
SPWM
2875
Spartan Planning & Wealth Management
North Carolina
$961K +$961K +3,042 New