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 %
PEA
3001
Park Edge Advisors
Ohio
$801K -$277K -877 -26%
CPL
3002
CAP Partners LLC
Tennessee
$800K -$948 -3 -0.1%
SPW
3003
Sonoma Private Wealth
California
$800K +$33.5K +106 +4%
BWM
3004
BlackDiamond Wealth Management
New York
$800K +$3.79K +12 +0.5%
HHRDM
3005
H&H Retirement Design & Management
Nevada
$799K -$81.9K -235 -9%
CNFG
3006
Creegan & Nassoura Financial Group
New Hampshire
$798K
GSIAS
3007
Garden State Investment Advisory Services
New Jersey
$798K -$22.8K -72 -3%
MAM
3008
Marotta Asset Management
Virginia
$797K
PCM
3009
Princeton Capital Management
New Jersey
$797K +$33.8K +107 +4%
CRIG
3010
Charter Research & Investment Group
Connecticut
$796K
SFS
3011
Sharp Financial Services
Pennsylvania
$796K -$8.85K -28 -1%
PWA
3012
Primoris Wealth Advisors
Florida
$795K
NA
3013
Navellier & Associates
Nevada
$794K -$11.7K -37 -1%
FI
3014
Financial Insights
Washington
$792K -$382K -1,210 -33%
RCM
3015
Raleigh Capital Management
North Carolina
$792K -$5.37K -17 -0.7%
ONGA
3016
O'Neil Global Advisors
California
$792K +$792K +2,506 New
PFSC
3017
Peoples Financial Services Corp
Pennsylvania
$791K
LFA
3018
Laraway Financial Advisors
Minnesota
$790K
GAA
3019
Global Assets Advisory
Florida
$787K -$522K -1,660 -40%
AIM
3020
Advyzon Investment Management
Illinois
$787K +$787K +2,490 New
MEG
3021
Millstone Evans Group
Colorado
$787K +$787K +2,489 New
MHC
3022
May Hill Capital
Massachusetts
$786K +$786K +2,488 New
TWP
3023
Tower Wealth Partners
Pennsylvania
$786K +$13.9K +44 +2%
TFA
3024
Tobias Financial Advisors
Florida
$785K +$24.6K +78 +3%
LA
3025
LexAurum Advisors
Kansas
$785K +$136K +431 +21%