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 %
CNBOF
2926
City National Bank of Florida
Florida
$899K +$899K +2,845 New
CMI
2927
Clare Market Investments
Texas
$897K -$6.95K -22 -0.8%
CSA
2928
Cornerstone Select Advisors
Missouri
$897K +$897K +2,838 New
BWG
2929
Berry Wealth Group
Texas
$893K +$34.8K +110 +4%
RWI
2930
Red Wave Investments
Pennsylvania
$890K
WMA
2931
West Michigan Advisors
Michigan
$889K -$46.8K -148 -5%
SRL
2932
Scientech Research LLC
New Jersey
$886K -$2.77M -8,774 -76%
WA
2933
Wealth Architects
California
$882K -$31K -98 -3%
LA
2934
Lane & Associates
New Jersey
$881K
PFG
2935
PAX Financial Group
Texas
$879K -$156K -495 -15%
DA
2936
Detalus Advisors
Missouri
$875K +$126K +399 +17%
IA
2937
IFC Advisors
California
$874K +$874K +2,766 New
BWA
2938
Blodgett Wealth Advisors
California
$872K -$128K -405 -13%
DCM
2939
DGS Capital Management
New Jersey
$872K +$1.58K +5 +0.2%
AFA
2940
Arlington Financial Advisors
California
$871K
FAM
2941
Fairtree Asset Management
South Africa
$871K +$871K +2,756 New
BOPW
2942
Brandywine Oak Private Wealth
Pennsylvania
$871K +$4.11K +13 +0.5%
CFS
2943
Commonwealth Financial Services
West Virginia
$870K +$125K +394 +17%
RFP
2944
Root Financial Partners
California
$869K +$355K +1,123 +69%
RPGK
2945
Retirement Planning Group (Kansas)
Kansas
$867K +$177K +559 +26%
WIA
2946
Wealthedge Investment Advisors
New York
$867K +$867K +2,744 New
GPWM
2947
Grant Private Wealth Management
California
$865K +$865K +2,736 New
AWA
2948
Acorn Wealth Advisors
Michigan
$865K +$3.48K +11 +0.4%
PAS
2949
PKS Advisory Services
New York
$864K +$864K +2,732 New
ALC
2950
Alexander Labrunerie & Co
Missouri
$863K