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 %
HC
3126
Hamilton Capital
Ohio
$677K +$47.7K +151 +8%
GHA
3127
Granite Harbor Advisors
Texas
$677K +$10.4K +33 +2%
LCM
3128
LVM Capital Management
Michigan
$677K +$55.6K +176 +9%
B
3129
Bellecapital
Switzerland
$677K -$97.7K -309 -13%
NCTC
3130
New Covenant Trust Company
Indiana
$677K -$1.89K -6 -0.3%
OWA
3131
ORBA Wealth Advisors
Illinois
$677K -$34.8K -110 -5%
CA
3132
Crumly & Associates
Illinois
$675K -$11.4K -36 -2%
LC
3133
Lincoln Capital
Nebraska
$673K -$316 -1 -0%
SAS
3134
Stelac Advisory Services
New York
$672K +$3.17K +10 +0.5%
CPC
3135
Consolidated Planning Corp
Georgia
$672K -$4.22M -13,339 -86%
NPT
3136
Nixon Peabody Trust
Massachusetts
$671K -$297K -939 -31%
MMHP
3137
Murphy Middleton Hinkle & Parker
Georgia
$670K +$90.1K +285 +16%
TWP
3138
Triad Wealth Partners
Kansas
$670K +$670K +2,119 New
IIA
3139
Integral Investment Advisors
California
$669K -$26.9K -85 -4%
FRM
3140
Fox Run Management
Connecticut
$667K -$1.37M -4,335 -67%
CPA
3141
Capital Performance Advisors
California
$666K +$43.3K +137 +7%
CRI
3142
Colonial River Investments
Virginia
$666K +$19.9K +63 +3%
WAM
3143
WFA Asset Management
Wisconsin
$664K +$1.26K +4 +0.2%
CSWM
3144
Cassady Schiller Wealth Management
Ohio
$664K +$25.6K +81 +4%
QCIG
3145
Quad-Cities Investment Group
Iowa
$662K -$632 -2 -0.1%
PSFG
3146
Park Square Financial Group
Georgia
$661K +$661K +2,093 New
RTC
3147
Riverview Trust Company
Washington
$659K +$2.21K +7 +0.3%
SGCA
3148
Steel Grove Capital Advisors
Tennessee
$657K -$156K -495 -19%
Capstone Investment Advisors
3149
Capstone Investment Advisors
New York
$655K +$655K +2,073 New
CBT
3150
CoreFirst Bank & Trust
Kansas
$654K