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 %
IWP
2976
Invenio Wealth Partners
Florida
$826K +$20.9K +66 +3%
ACP
2977
Arcus Capital Partners
Georgia
$826K +$826K +2,959 New
HP
2978
Holistic Planning
Texas
$825K +$23.4K +74 +3%
FB
2979
Finward Bancorp
Indiana
$824K +$824K +2,608 New
SFG
2980
Sunburst Financial Group
Alabama
$824K +$16.1K +51 +2%
CWM
2981
Cahaba Wealth Management
Georgia
$824K -$24.7K -78 -3%
WFM
2982
Wolff Financial Management
Michigan
$823K
JE
2983
JMAC Enterprises
Pennsylvania
$821K +$18K +57 +2%
GC
2984
Garde Capital
Washington
$820K +$50.9K +161 +7%
FFO
2985
Fortitude Family Office
Arizona
$818K +$334K +1,058 +69%
DPI
2986
Diversified Portfolios Inc
Michigan
$816K +$23.1K +73 +3%
SCA
2987
St. Clair Advisors
Ohio
$816K
NFG
2988
Nadler Financial Group
Illinois
$814K +$47.1K +149 +6%
GCA
2989
Gradient Capital Advisors
California
$814K +$10.4K +33 +1%
UIM
2990
Unified Investment Management
Georgia
$814K +$814K +2,576 New
FG
2991
Foster Group
Iowa
$814K -$68.9K -218 -8%
PWM
2992
Proathlete Wealth Management
Florida
$813K -$949 -3 -0.1%
ES
2993
Eagle Strategies
New York
$811K +$19.9K +63 +3%
I
2994
INVST
Indiana
$810K +$4.43K +14 +0.5%
USWIA
2995
UP Strategic Wealth Investment Advisors
Pennsylvania
$809K +$141K +445 +21%
AA
2996
Addison Advisors
Vermont
$809K -$16.7K -53 -2%
DSN
2997
D. Scott Neal
Kentucky
$806K
FBC
2998
Fairfield, Bush & Co
Connecticut
$806K -$11.1K -35 -1%
Members Trust
2999
Members Trust
Florida
$802K +$13.6K +43 +2%
RFG
3000
RFP Financial Group
Georgia
$802K -$3.48K -11 -0.4%