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 %
IWS
3226
Insight Wealth Strategies
California
$588K +$16.4K +52 +3%
EC
3227
EdgeRock Capital
Colorado
$587K -$29.1K -92 -5%
FWI
3228
Facet Wealth Inc
Maryland
$586K -$22.3K -64 -4%
EA
3229
Emerald Advisors
Washington
$586K +$7.9K +25 +1%
HIW
3230
Holos Integrated Wealth
Pennsylvania
$586K +$586K +1,854 New
MIG
3231
McGuire Investment Group
Rhode Island
$585K
JWM
3232
Jeppson Wealth Management
California
$584K -$1.58K -5 -0.3%
SNPAM
3233
St. Nicholas Private Asset Management
Florida
$583K +$583K +1,845 New
MFWP
3234
Mosaic Family Wealth Partners
Missouri
$583K +$101K +321 +21%
CWMS
3235
Cannon Wealth Management Services
North Carolina
$583K -$45.3K -131 -7%
RA
3236
Ruggaard & Associates
Ohio
$580K -$91.7K -290 -14%
W
3237
Wealthquest
Ohio
$580K +$24.3K +77 +4%
EIG
3238
Ellenbecker Investment Group
Wisconsin
$580K +$26.6K +84 +5%
SHF
3239
Safe Harbor Fiduciary
Florida
$580K +$632 +2 +0.1%
PPC
3240
Pennington Partners & Co
Maryland
$578K +$578K +1,830 New
PAG
3241
Paladin Advisory Group
Iowa
$577K
CIG
3242
Cairn Investment Group
Washington
$576K -$3.16K -10 -0.5%
FA
3243
Financial Alternatives
California
$574K +$316 +1 +0.1%
EW
3244
Element Wealth
Mississippi
$574K +$316 +1 +0.1%
WA
3245
WPG Advisers
Maryland
$573K +$573K +1,814 New
PPW
3246
Parcion Private Wealth
Washington
$572K
RB
3247
Rodgers Brothers
Pennsylvania
$571K
IA
3248
Insight Advisors
Pennsylvania
$571K -$3.79K -12 -0.7%
MWS
3249
MFA Wealth Services
California
$570K +$570K +1,805 New
CANY
3250
Caxton Associates (New York)
New York
$570K -$1M -3,169 -64%