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 %
ERWM
2951
Elk River Wealth Management
Colorado
$863K
HTIM
2952
Harbour Trust & Investment Management
Indiana
$862K -$7.27K -23 -0.8%
YAVAPFMC
2953
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$859K +$859K +2,720 New
MTIC
2954
Missouri Trust & Investment Company
Missouri
$858K -$9.48K -30 -1%
FC
2955
FCA Corp
Texas
$857K -$174K -550 -17%
YIM
2956
Yoffe Investment Management
Pennsylvania
$852K +$852K +2,696 New
AIP
2957
ARS Investment Partners
New York
$852K +$126K +400 +17%
AFG
2958
Allegheny Financial Group
Pennsylvania
$852K -$148K -468 -15%
KFS
2959
Kaizen Financial Strategies
California
$849K +$1.58K +5 +0.2%
PC
2960
Permit Capital
Pennsylvania
$849K
FAG
2961
Fortitude Advisory Group
Washington
$848K -$46.5K -147 -5%
CIP
2962
Convergence Investment Partners
Florida
$844K -$316 -1 -0%
AWS
2963
Aspen Wealth Strategies
Colorado
$844K +$12.3K +39 +1%
RIA
2964
Realta Investment Advisors
Delaware
$843K +$278K +884 +49%
HWMO
2965
Heritage Wealth Management (Ohio)
Ohio
$842K
FFB
2966
First Financial Bankshares
Texas
$842K -$248K -785 -23%
TW
2967
Traveka Wealth
California
$839K +$15.5K +49 +2%
NAMNJ
2968
NorthStar Asset Management (New Jersey)
New Jersey
$837K -$43.6K -138 -5%
OWP
2969
ORG Wealth Partners
Texas
$836K +$74.6K +236 +10%
FFA
2970
Founders Financial Alliance
North Carolina
$834K +$78.4K +248 +10%
LAS
2971
LWM Advisory Services
Florida
$834K -$19.2K -61 -2%
SCM
2972
SOL Capital Management
Maryland
$831K
WAOI
2973
Wealth Advisors of Iowa
Iowa
$828K +$8.22K +26 +1%
PVM
2974
Palogic Value Management
Texas
$827K
TWM
2975
Trueblood Wealth Management
Ohio
$826K -$4.43K -14 -0.5%