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 %
RWPA
3326
Richard W. Paul & Associates
Michigan
$513K -$23.7K -75 -4%
VP
3327
Verum Partners
North Carolina
$513K +$19.6K +62 +4%
DP
3328
Divergent Planning
Maryland
$513K
GSAM
3329
Grant Street Asset Management
Pennsylvania
$513K +$948 +3 +0.2%
PL
3330
Parthenon LLC
Kentucky
$511K +$83.8K +265 +20%
VDI
3331
Vaughan David Investments
Illinois
$510K -$1.58K -5 -0.3%
AA
3332
AJ Advisors
Tennessee
$510K +$13.9K +44 +3%
CIM
3333
Contravisory Investment Management
Massachusetts
$509K -$26.9K -85 -5%
CAGAS
3334
Capital Advisory Group Advisory Services
Minnesota
$509K
CA
3335
Clune & Associates
Illinois
$507K +$507K +1,604 New
MWM
3336
Mosley Wealth Management
California
$506K +$43K +128 +9%
MCP
3337
Militia Capital Partners
Nevada
$506K +$506K +1,600 New
ACC
3338
Acorn Creek Capital
Colorado
$504K +$121K +382 +31%
WFMPM
3339
Woodley Farra Manion Portfolio Management
Indiana
$504K
CBTWT
3340
Community Bank & Trust (Waco, Texas)
Texas
$504K -$8.53K -27 -2%
IIL
3341
Insight Inv LLC
California
$503K +$503K +1,593 New
AGC
3342
Aspen Grove Capital
Colorado
$503K +$1.26K +4 +0.3%
FWP
3343
Forefront Wealth Partners
Texas
$503K +$503K +1,591 New
EB
3344
Exchange Bank
California
$502K -$5.06K -16 -1%
SCA
3345
Sippican Capital Advisors
Massachusetts
$502K
EWS
3346
Eagle Wealth Strategies
New Jersey
$499K +$25.6K +81 +5%
V
3347
VeraBank
Texas
$499K +$15.2K +48 +3%
CFD
3348
Creative Financial Designs
Indiana
$498K -$100K -317 -17%
PFM
3349
Phillips Financial Management
Indiana
$497K +$22.8K +72 +5%
NIWA
3350
New Insight Wealth Advisors
California
$496K -$22.8K -72 -4%