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 %
LAM
3076
Lewis Asset Management
California
$730K -$6.01K -19 -0.8%
MJP
3077
Michael J. Puzo
$730K -$182K -575 -20%
YWS
3078
Yarger Wealth Strategies
Ohio
$730K +$89.4K +283 +14%
LA
3079
Lifeworks Advisors
Michigan
$729K +$53.1K +168 +8%
TRIA
3080
Trail Ridge Investment Advisors
Colorado
$727K +$7.27K +23 +1%
AIA
3081
Angeles Investment Advisors
California
$726K -$338K -1,069 -32%
AR
3082
Apeiron RIA
Texas
$725K +$41.4K +131 +6%
HCC
3083
Hirtle Callaghan & Co
Pennsylvania
$724K +$9.17K +29 +1%
AA
3084
AlphaQ Advisors
Florida
$724K +$4.74K +15 +0.7%
PWM
3085
Puff Wealth Management
New Jersey
$719K +$719K +2,276 New
FFG
3086
Frisch Financial Group
New York
$719K +$949 +3 +0.1%
VAM
3087
Verity Asset Management
North Carolina
$717K +$6.87K +24 +1%
SWA
3088
Sax Wealth Advisors
New Jersey
$716K +$60.7K +192 +9%
LWANC
3089
Laurel Wealth Advisors (North Carolina)
North Carolina
$716K
AFAS
3090
Acorn Financial Advisory Services
Virginia
$715K +$6.32K +20 +0.9%
EL
3091
EWA LLC
Pennsylvania
$715K +$17.7K +56 +3%
UL
3092
Unionview LLC
Washington
$715K -$11.1K -35 -2%
BWM
3093
BCS Wealth Management
Tennessee
$714K -$1.26K -4 -0.2%
CCA
3094
Catalyst Capital Advisors
New York
$713K +$127K +402 +22%
CCG
3095
Coastwise Capital Group
California
$713K -$948 -3 -0.1%
FCIM
3096
Fairview Capital Investment Management
California
$713K
AWAG
3097
ARS Wealth Advisors Group
Florida
$711K +$38.6K +122 +6%
HWM
3098
Hemington Wealth Management
Virginia
$711K +$37.6K +119 +6%
OA
3099
Operose Advisors
Wisconsin
$710K -$1.3M -4,124 -65%
PW
3100
Potentia Wealth
California
$709K +$709K +2,245 New