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 %
MPCG
3101
Matrix Private Capital Group
New York
$709K
BAM
3102
Bosun Asset Management
Illinois
$709K -$2.84K -9 -0.4%
LOIM
3103
Liberty One Investment Management
Illinois
$708K -$47.4K -150 -6%
BFAG
3104
Blackston Financial Advisory Group
Florida
$708K +$51.9K +164 +8%
BFS
3105
BridgePort Financial Solutions
Iowa
$707K +$707K +1,986 New
KG
3106
Kilter Group
New York
$706K +$706K +2,233 New
EAM
3107
Empirical Asset Management
Massachusetts
$703K +$395K +63,871 +128%
OWM
3108
OneAscent Wealth Management
Alabama
$703K +$73.7K +233 +12%
GSIS
3109
Global Strategic Investment Solutions
Arizona
$701K -$35.1K -111 -5%
VC
3110
Veery Capital
Delaware
$699K +$43.9K +139 +7%
SIM
3111
SSI Investment Management
California
$698K -$316 -1 -0%
AWA
3112
Amplius Wealth Advisors
Pennsylvania
$698K +$26.5K +84 +4%
APWA
3113
Atlas Private Wealth Advisors
New Jersey
$698K +$632 +2 +0.1%
CP
3114
Clarendon Private
Massachusetts
$696K +$696K +2,201 New
Aristotle Capital Management
3115
Aristotle Capital Management
California
$695K
BA
3116
Birinyi Associates
Connecticut
$695K
SFC
3117
SYM Financial Corp
Indiana
$693K +$159K +503 +30%
YLHM
3118
Yelin Lapidot Holdings Management
Israel
$691K
TFA
3119
Tranquilli Financial Advisor
New Jersey
$688K -$141K -447 -17%
FCM
3120
Family Capital Management
Michigan
$686K +$68.3K +216 +11%
NFSG
3121
Newbridge Financial Services Group
Florida
$685K +$40.1K +127 +6%
CWA
3122
Canvas Wealth Advisors
Kansas
$684K +$21.5K +68 +3%
OHWA
3123
Oak Hill Wealth Advisors
Virginia
$684K +$684K +2,163 New
ACM
3124
Andina Capital Management
Utah
$683K -$13.6K -43 -2%
PIAS
3125
PCA Investment Advisory Services
Ohio
$678K +$316 +1 +0%