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 %
FFWM
3351
Future Financial Wealth Management
Ohio
$496K
NRW
3352
Nova R Wealth
Kansas
$496K -$17.7K -56 -3%
TPWA
3353
Twin Peaks Wealth Advisors
California
$496K +$38.2K +121 +8%
CWC
3354
Carolinas Wealth Consulting
North Carolina
$495K -$2.21K -7 -0.4%
CCC
3355
Compass Capital Corp
Massachusetts
$493K +$493K +1,548 New
RWA
3356
Redhawk Wealth Advisors
Minnesota
$493K
YWM
3357
Yoder Wealth Management
California
$492K -$6.01K -19 -1%
MQWP
3358
Morey & Quinn Wealth Partners
Nebraska
$492K +$492K +1,557 New
SNBOSD
3359
Security National Bank of So Dak
Iowa
$491K -$3.16K -10 -0.6%
MP
3360
Moment Partners
California
$491K +$491K +1,553 New
SCM
3361
Sunbeam Capital Management
Georgia
$491K +$491K +1,553 New
MSWM
3362
Mowery & Schoenfeld Wealth Management
Illinois
$490K +$37K +117 +8%
FWP
3363
Firethorn Wealth Partners
Georgia
$490K +$20.2K +64 +4%
MIAS
3364
Mason Investment Advisory Services
Virginia
$490K -$2.84K -9 -0.6%
WMN
3365
Wealth Management Nebraska
Nebraska
$490K +$490K +1,549 New
CWM
3366
Chesapeake Wealth Management
Virginia
$489K -$14.2K -45 -3%
SFB
3367
STAR Financial Bank
Indiana
$489K -$424K -1,342 -46%
AWA
3368
Aletheian Wealth Advisors
Washington
$488K +$11.7K +37 +2%
PC
3369
Permanens Capital
New York
$488K
MWA
3370
MFA Wealth Advisors
Pennsylvania
$487K -$134K -425 -22%
SHF
3371
Stage Harbor Financial
Massachusetts
$486K -$12.3K -39 -2%
OPOWM
3372
One Plus One Wealth Management
Florida
$486K
BWCS
3373
Beirne Wealth Consulting Services
Connecticut
$485K
LCGC
3374
Legacy Capital Group California
California
$485K +$32.6K +103 +7%
CWM
3375
Cherrydale Wealth Management
New Jersey
$485K +$3.16K +10 +0.7%