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 %
JSL
2876
JT Stratford LLC
Georgia
$961K -$2.29M -7,241 -70%
BB
2877
Burford Brothers
Texas
$960K -$38.6K -122 -4%
OW
2878
Olistico Wealth
Oklahoma
$959K +$316 +1 +0%
Simplex Trading
2879
Simplex Trading
Illinois
$956K -$20M -63,183 -95%
CC
2880
Callan Capital
California
$956K +$72.7K +230 +8%
DMBA
2881
Deseret Mutual Benefit Administrators
Utah
$955K -$18K -57 -2%
GBWM
2882
Granite Bay Wealth Management
New Hampshire
$952K +$948 +3 +0.1%
SWM
2883
Stockman Wealth Management
Montana
$952K +$4.43K +14 +0.5%
WPA
2884
West Paces Advisors
Georgia
$952K
BFWA
2885
Benchmark Financial Wealth Advisors
Florida
$952K -$3.48K -11 -0.4%
TIP
2886
Tandem Investment Partners
New Jersey
$951K +$951K +3,010 New
HIM
2887
Hillsdale Investment Management
Ontario, Canada
$950K +$316K +1,000 +50%
MFS
2888
Monetta Financial Services
Illinois
$948K
PCM
2889
Permanent Capital Management
Illinois
$948K +$948K +3,000 New
CFM
2890
Catalyst Funds Management
Australia
$948K +$948K +3,000 New
SL
2891
Sentinus LLC
Illinois
$947K +$49K +155 +5%
DBRC
2892
D.B. Root & Company
Pennsylvania
$942K +$71.4K +226 +8%
RA
2893
Rational Advisors
New York
$942K +$942K +2,981 New
MCC
2894
Money Concepts Capital
Florida
$942K -$27.2K -86 -3%
KW
2895
KWB Wealth
California
$942K +$163K +592 +21%
FFG
2896
Floyd Financial Group
Missouri
$941K +$941K +3,059 New
PG
2897
Prostatis Group
Maryland
$941K +$10.1K +32 +1%
DA
2898
Dover Advisors
Virginia
$938K -$3.79K -12 -0.4%
IIC
2899
Integrated Investment Consultants
Michigan
$938K +$25.3K +80 +3%
NWA
2900
New World Advisors
Massachusetts
$937K -$13.3K -42 -1%