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 %
RWM
3051
Revisor Wealth Management
Ohio
$756K -$599K -1,879 -44%
VIPI
3052
Vista Investment Partners II
Indiana
$756K +$756K +2,392 New
GCM
3053
Gator Capital Management
Florida
$756K +$33.2K +105 +5%
RFW
3054
Rainier Family Wealth
Washington
$755K +$755K +2,388 New
LPAM
3055
Lodestar Private Asset Management
California
$753K
BIA
3056
Biondo Investment Advisors
Pennsylvania
$752K -$23.7K -75 -3%
AWM
3057
Act Wealth Management
Texas
$751K
SPWG
3058
Sage Private Wealth Group
Illinois
$749K -$6.64K -21 -0.9%
CFGA
3059
Cambridge Financial Group (Arizona)
Arizona
$747K
GWA
3060
GGM Wealth Advisors
Maryland
$747K -$12.3K -39 -2%
RW
3061
Rede Wealth
Virginia
$745K -$12.3K -39 -2%
TCM
3062
Towercrest Capital Management
Pennsylvania
$744K
WAM
3063
Winslow Asset Management
Ohio
$743K
VAF
3064
Values Added Financial
District of Columbia
$740K -$27.8K -88 -4%
AAG
3065
Armstrong Advisory Group
Massachusetts
$740K +$368K +1,163 +99%
HTHT
3066
Hemenway Trust Hemenway Trust
New Hampshire
$740K +$107K +337 +17%
BTWM
3067
Brass Tax Wealth Management
Ohio
$739K -$6.32K -20 -0.8%
CPW
3068
Crestmont Private Wealth
Texas
$739K -$34.8K -110 -4%
EAM
3069
Evanson Asset Management
California
$738K -$316 -1 -0%
RP
3070
Rice Partnership
Hawaii
$738K -$20.5K -65 -3%
LF
3071
Lantz Financial
Illinois
$737K +$32.6K +103 +5%
MSG
3072
Main Street Group
Virginia
$736K -$52.1K -165 -7%
RCM
3073
Requisite Capital Management
Texas
$735K -$2.53K -8 -0.3%
BAM
3074
Bellevue Asset Management
Washington
$735K +$6.64K +21 +0.9%
GP
3075
Geneva Partners
Wisconsin
$730K -$47.4K -150 -6%