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 %
CPA
3276
Clear Point Advisors
New York
$553K -$15.2K -48 -3%
MFG
3277
Midwest Financial Group
Kansas
$551K +$7.59K +24 +1%
SHFP
3278
Second Half Financial Partners
Florida
$551K +$551K +1,743 New
PCI
3279
Planning Center Inc
Illinois
$551K -$4.11K -13 -0.7%
SWM
3280
Sagace Wealth Management
Florida
$549K +$52.1K +165 +10%
PA
3281
Persium Advisors
Georgia
$549K +$549K +1,736 New
EBA
3282
Eagle Bay Advisors
New York
$547K -$71.7K -227 -12%
AHL
3283
Abel Hall LLC
Louisiana
$547K +$42K +133 +8%
CWA
3284
CM Wealth Advisors
Ohio
$546K
DA
3285
Drake & Associates
Wisconsin
$544K +$187K +537 +52%
HCA
3286
Heck Capital Advisors
Wisconsin
$544K -$1.58K -5 -0.3%
RPCA
3287
Running Point Capital Advisors
California
$542K +$84.7K +268 +19%
SSW
3288
Smith Shellnut Wilson
Mississippi
$541K +$20.2K +64 +4%
CL
3289
CVFG LLC
Indiana
$539K +$539K +1,704 New
JCFM
3290
JBR Co Financial Management
Oklahoma
$538K -$3.16K -10 -0.6%
WIM
3291
WealthPlan Investment Management
Nebraska
$538K -$106K -337 -17%
LGG
3292
Luts & Greenleigh Group
Maryland
$537K +$13.3K +42 +3%
MMH
3293
Menora Mivtachim Holdings
Israel
$537K
MWA
3294
Motive Wealth Advisors
Michigan
$537K +$50.6K +160 +10%
MWM
3295
Mascoma Wealth Management
New Hampshire
$536K +$49K +155 +10%
OC
3296
Oarsman Capital
Wisconsin
$536K +$10.1K +32 +2%
JEST
3297
JTC Employer Solutions Trustee
Jersey
$536K
HA
3298
Hofer & Associates
California
$535K
RFN
3299
Redwood Financial Network
Ohio
$535K
CWA
3300
Consilio Wealth Advisors
Washington
$534K +$19K +60 +4%