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 %
SHWM
3376
Smith & Howard Wealth Management
Georgia
$484K
MHR
3377
Matthew Hamilton Rosenberg
$484K -$32.9K -104 -6%
OLVIG
3378
Oliver Lagore Vanvalin Investment Group
Michigan
$484K
GHAM
3379
Gilman Hill Asset Management
Connecticut
$484K
CG
3380
Cynosure Group
Utah
$482K -$300K -948 -38%
FSA
3381
Financial Security Advisor
Virginia
$482K -$6.01K -19 -1%
CCA
3382
Carrera Capital Advisors
Michigan
$482K +$17.4K +55 +4%
TFF
3383
The Family Firm
Maryland
$480K -$46.2K -146 -9%
NAG
3384
Northstar Advisory Group
New Jersey
$479K +$153K +485 +47%
MWM
3385
MinichMacGregor Wealth Management
New York
$478K +$118K +373 +33%
WA
3386
Westfuller Advisors
New York
$477K -$25.3K -80 -5%
MWP
3387
Meridian Wealth Partners
Pennsylvania
$476K -$12K -38 -2%
PPW
3388
Presilium Private Wealth
Pennsylvania
$475K +$10.4K +33 +2%
FL
3389
FreeGulliver LLC
Louisiana
$475K +$40.2K +127 +9%
RMC
3390
Ring Mountain Capital
California
$474K +$474K +1,499 New
SC
3391
Seldon Capital
California
$473K
FFC
3392
Frederick Financial Consultants
Maryland
$473K +$473K +1,495 New
WA
3393
WESPAC Advisors
California
$472K +$316 +1 +0.1%
WMWM
3394
Whitaker-Myers Wealth Managers
Ohio
$472K +$234K +739 +98%
PS
3395
Planned Solutions
California
$471K -$56.9K -180 -11%
MCM
3396
Maple Capital Management
Vermont
$471K +$129K +407 +38%
BCMLT
3397
Beacon Capital Management LLC (Tennessee)
Tennessee
$471K -$43.3K -137 -8%
SWM
3398
SFG Wealth Management
Maryland
$468K -$6.19M -19,593 -93%
DFP
3399
Defined Financial Planning
California
$468K +$468K +1,480 New
DWM
3400
Defined Wealth Management
Oregon
$467K +$632 +2 +0.1%