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 %
BWA
3251
Burt Wealth Advisors
Maryland
$570K +$39.2K +124 +7%
NWM
3252
Nova Wealth Management
Florida
$568K +$568K +1,798 New
NCM
3253
Next Capital Management
New York
$568K +$155K +490 +37%
HFP
3254
Holistic Financial Partners
Indiana
$568K -$25.6K -81 -4%
OIM
3255
Oder Investment Management
California
$567K
BL
3256
Balentine LLC
Georgia
$567K -$124K -393 -18%
TWA
3257
Talisman Wealth Advisors
New Jersey
$566K -$11.1K -35 -2%
RFA
3258
Reyes Financial Architecture
California
$565K +$565K +1,789 New
CL
3259
CLG LLC
California
$564K +$564K +1,783 New
AC
3260
Apella Capital
Connecticut
$563K -$1.26K -4 -0.2%
WDG
3261
Wealth Dimensions Group
Ohio
$563K +$59.4K +188 +12%
CWD
3262
Clarity Wealth Development
Oregon
$561K +$561K +1,643 New
MAM
3263
Mainsail Asset Management
Alabama
$561K
GP
3264
Guardian Partners
Canada
$561K +$561K +1,794 New
SAM
3265
Sherman Asset Management
California
$560K +$560K +1,773 New
LJHT
3266
Laurie J. Hall Trustee
$560K
PCM
3267
Park Capital Management
Wisconsin
$559K +$559K +1,768 New
PIM
3268
Pullen Investment Management
Florida
$558K +$36.3K +115 +7%
HPM
3269
Hoxton Planning & Management
West Virginia
$557K +$6.32K +20 +1%
BAS
3270
Breakthru Advisory Services
Wisconsin
$557K +$557K +1,763 New
GWP
3271
Gateway Wealth Partners
Wisconsin
$557K +$116K +368 +26%
CWM
3272
Cedar Wealth Management
California
$556K -$6.32K -20 -1%
PCS
3273
Private Client Services
Kentucky
$555K -$10.4K -33 -2%
IPWA
3274
International Private Wealth Advisors
California
$553K +$281K +889 +103%
LBC
3275
Leigh Baldwin & Co
New York
$553K +$553K +1,750 New