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 %
FCA
3201
Fortis Capital Advisors
Kansas
$616K -$3.04K -11 -0.5%
BIP
3202
Blue Investment Partners
California
$612K
JJBC
3203
James J. Burns & Company
New York
$611K +$316 +1 +0.1%
LRWM
3204
Lord & Richards Wealth Management
Colorado
$611K +$611K +1,933 New
DWA
3205
Dougherty Wealth Advisers
Minnesota
$609K
SCM
3206
Stevens Capital Management
Pennsylvania
$605K -$1.91M -6,040 -76%
DDPIC
3207
Deroy & Devereaux Private Investment Counsel
Michigan
$605K -$62.9K -199 -9%
MCM
3208
Monarch Capital Management
Indiana
$604K
RFA
3209
Rollins Financial Advisors
New York
$604K -$46.8K -148 -7%
OPPS
3210
Obsidian Personal Planning Solutions
Maryland
$602K +$4.1K +12 +0.7%
HP
3211
Haven Private
Florida
$602K +$602K +1,904 New
RTC
3212
Real Talk Capital
Tennessee
$601K
BFS
3213
Burr Financial Services
California
$599K -$31.6K -100 -5%
MAC
3214
Mason & Associates (California)
California
$599K +$15.8K +50 +3%
IAG
3215
Investmark Advisory Group
Connecticut
$599K -$187K -592 -24%
COCM
3216
Charter Oak Capital Management
New Hampshire
$598K +$20.9K +66 +4%
JWM
3217
JPL Wealth Management
Colorado
$598K +$598K +1,892 New
HGERS
3218
Householder Group Estate & Retirement Specialist
Arizona
$598K -$1.11M -3,504 -65%
BFG
3219
Bouchey Financial Group
New York
$597K +$90.4K +286 +18%
HI
3220
Hudock Inc
Pennsylvania
$594K +$632 +2 +0.1%
WDL
3221
Well Done LLC
Michigan
$593K
MA
3222
MKT Advisors
California
$592K +$3.2K +10 +0.5%
OTPPB
3223
Ontario Teachers' Pension Plan Board
Ontario, Canada
$592K -$574K -1,817 -49%
PWA
3224
Physician Wealth Advisors
Utah
$591K -$11.4K -36 -2%
BPFA
3225
Barnes Pettey Financial Advisors
Mississippi
$588K