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 %
FM
3176
Freemont Management
Switzerland
$632K
PIM
3177
Pinnacle Investment Management
Hong Kong
$632K +$632K +2,000 New
ANC
3178
Ames National Corp
Iowa
$632K +$632K +1,999 New
HZ
3179
Hixon Zuercher
Ohio
$629K
PHWM
3180
Pine Harbor Wealth Management
Maryland
$628K +$316 +1 +0.1%
WPWM
3181
Western Pacific Wealth Management
Illinois
$628K +$106K +336 +20%
SCA
3182
Sandy Cove Advisors
Massachusetts
$627K +$91K +288 +17%
BDF
3183
Black Diamond Financial
Maryland
$626K +$65.7K +208 +12%
VFPW
3184
Vantage Financial Partners (Wisconsin)
Wisconsin
$626K -$316 -1 -0.1%
NJIM
3185
Nabity-Jensen Investment Management
Nebraska
$626K
SFG
3186
Stonebridge Financial Group
Pennsylvania
$626K +$626K +1,980 New
HFS
3187
Howard Financial Services
Texas
$623K +$332K +1,050 +114%
SAMC
3188
Spectrum Asset Management (California)
California
$623K +$948 +3 +0.2%
OPWM
3189
Oregon Pacific Wealth Management
Oregon
$623K +$623K +1,971 New
KFI
3190
Key Financial Inc
Pennsylvania
$623K -$9.17K -29 -1%
VWM
3191
Vivid Wealth Management
Iowa
$622K -$24.7K -78 -4%
CG
3192
Clifford Group
Massachusetts
$622K
MWM
3193
Maripau Wealth Management
Indiana
$621K +$621K +1,964 New
WI
3194
Wintrust Investments
Illinois
$620K -$203K -642 -25%
TWPM
3195
Total Wealth Planning & Management
Florida
$619K +$619K +1,959 New
MAG
3196
M3 Advisory Group
Massachusetts
$619K +$11.7K +37 +2%
CPC
3197
Cookson Peirce & Co
Pennsylvania
$619K +$310K +981 +100%
RFM
3198
Royal Fund Management
Florida
$618K +$245K +774 +65%
SIM
3199
Studio Investment Management
Illinois
$618K -$1.9K -6 -0.3%
WF
3200
Wayfinding Financial
Washington
$616K +$616K +1,950 New