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 %
SGAM
3151
Smith Group Asset Management
Texas
$654K -$167K -527 -20%
CSB
3152
City State Bank
Iowa
$653K -$32.9K -104 -5%
FIC
3153
FCG Investment Company
Tennessee
$652K +$72.4K +229 +12%
IAG
3154
Ipsen Advisor Group
Arkansas
$651K +$651K +2,059 New
KFA
3155
Kelleher Financial Advisors
New York
$650K +$236K +748 +57%
CPWA
3156
Cerro Pacific Wealth Advisors
California
$649K +$91K +331 +16%
RIP
3157
RAM Investment Partners
Washington
$647K +$44.9K +142 +7%
WC
3158
Westhampton Capital
North Carolina
$646K -$11.1K -35 -2%
DB
3159
Dravo Bay
Delaware
$646K +$61.6K +195 +11%
Renaissance Technologies
3160
Renaissance Technologies
New York
$645K -$4.94M -15,452 -88%
PAM
3161
Paradigm Asset Management
New York
$645K +$379K +1,200 +143%
CFFP
3162
Center for Financial Planning
Michigan
$643K +$165K +521 +34%
SI
3163
Saxon Interests
Texas
$642K +$90.4K +286 +16%
RWM
3164
RKL Wealth Management
Pennsylvania
$641K -$3.79K -12 -0.6%
MW
3165
Members Wealth
Pennsylvania
$640K +$640K +1,820 New
BWA
3166
BlueChip Wealth Advisors
Georgia
$639K -$237K -751 -27%
NCG
3167
Newport Capital Group
New Jersey
$639K -$18K -57 -3%
CFO
3168
Collective Family Office
Pennsylvania
$638K -$10.7K -34 -2%
AHIA
3169
Andrew Hill Investment Advisors
Florida
$635K +$948 +3 +0.1%
JFA
3170
JNBA Financial Advisors
Minnesota
$635K -$23.7K -75 -4%
DO
3171
denkapparat Operations
Germany
$633K +$633K +2,004 New
WA
3172
Whipplewood Advisors
Colorado
$633K +$633K +2,004 New
WAM
3173
Worth Asset Management
Texas
$633K +$25K +79 +4%
TI
3174
Truepoint Inc
Ohio
$633K -$2.21K -7 -0.3%
C1AG
3175
Client 1st Advisory Group
Florida
$633K -$13.3K -42 -2%