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 %
VI
3301
Versor Investments
New York
$534K +$534K +1,689 New
MKC
3302
M. Kraus & Co
Vermont
$532K -$11.7K -37 -2%
IPW
3303
Intergy Private Wealth
Colorado
$530K +$21.2K +67 +4%
SWM
3304
Seed Wealth Management
Illinois
$529K
SCM
3305
Sollinda Capital Management
Florida
$527K +$527K +1,668 New
TCWM
3306
Total Clarity Wealth Management
Illinois
$527K +$31.6K +100 +6%
CFG
3307
Carr Financial Group
Massachusetts
$526K +$3.16K +10 +0.6%
SF
3308
Safeguard Financial
Wisconsin
$525K +$67.9K +215 +15%
LFA
3309
Legend Financial Advisors
Pennsylvania
$524K +$492K +1,558 +1,558%
SRC
3310
Shufro Rose & Co
New York
$522K +$316 +1 +0.1%
GWAG
3311
Garrett Wealth Advisory Group
Texas
$522K +$207K +655 +66%
SA
3312
Sylvest Advisors
Texas
$521K +$521K +1,650 New
DI
3313
Disciplined Investors
Texas
$519K +$519K +1,692 New
NFP
3314
Narus Financial Partners
Utah
$519K +$181K +573 +54%
RAS
3315
RPS Advisory Solutions
Kentucky
$518K
CFP
3316
Cascade Financial Partners
California
$517K -$8.85K -28 -2%
Cohen & Steers
3317
Cohen & Steers
New York
$517K +$26.2K +83 +5%
HFA
3318
Highland Financial Advisors
New Jersey
$517K +$217K +687 +72%
OFG
3319
OmniStar Financial Group
North Carolina
$516K -$310K -980 -38%
DLHL
3320
Donald L. Hagan LLC
Florida
$516K +$84.4K +267 +20%
PA
3321
Probity Advisors
Texas
$516K -$47.1K -149 -8%
BSHC
3322
Breed's Hill Capital
Massachusetts
$515K +$285K +903 +124%
APG
3323
Abacus Planning Group
South Carolina
$515K +$38.5K +122 +8%
CICC
3324
Capital Investment Counsel (Colorado)
Colorado
$515K +$28.4K +90 +6%
KWM
3325
KFG Wealth Management
Indiana
$513K -$132K -419 -21%