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 %
RLIM
2901
Red Lighthouse Investment Management
New York
$937K +$316 +1 +0%
EA
2902
Emerald Advisers
Pennsylvania
$936K -$19K -60 -2%
AWA
2903
AmeriServ Wealth Advisors
Pennsylvania
$935K +$935K +2,960 New
WA
2904
Waddell & Associates
Tennessee
$934K -$1.9K -6 -0.2%
BFA
2905
Bragg Financial Advisors
North Carolina
$931K -$112K -353 -11%
GGV
2906
GG Group Ventures
Florida
$930K -$373K -1,179 -29%
IF
2907
Intrua Financial
Texas
$930K -$517K -1,637 -36%
FCM
2908
Fourpath Capital Management
Oklahoma
$929K
CAS
2909
Coppell Advisory Solutions
Texas
$929K +$929K +2,943 New
WPW
2910
Warther Private Wealth
Ohio
$928K +$9.48K +30 +1%
BI
2911
BlueSpruce Investments
Illinois
$928K -$412M -1,304,654 -100%
TCM
2912
Tufton Capital Management
Maryland
$928K -$11.1K -35 -1%
WMA
2913
Wealth Management Associates
New Jersey
$927K -$70.2K -222 -7%
FGP
2914
Freestone Grove Partners
California
$926K +$926K +2,929 New
LIA
2915
LBMC Investment Advisors
Tennessee
$925K
FCA
2916
FLC Capital Advisors
California
$924K
BWM
2917
Blossom Wealth Management
California
$919K +$32.2K +102 +4%
NFG
2918
Northeast Financial Group
Pennsylvania
$919K -$1.68M -5,330 -65%
AF
2919
Atala Financial
California
$918K +$918K +2,904 New
SWM
2920
Scissortail Wealth Management
Oklahoma
$918K +$912K +2,886 +16,033%
BBW
2921
Blue Barn Wealth
Utah
$915K +$948 +3 +0.1%
PHAM
2922
Palisades Hudson Asset Management
Florida
$908K -$15.5K -49 -2%
SWA
2923
SOA Wealth Advisors
New York
$902K +$59.1K +187 +7%
IP
2924
Ignite Planners
California
$901K +$12.6K +40 +1%
SIC
2925
Samalin Investment Counsel
New York
$900K +$316 +1 +0%