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 %
LWM
3426
Lakeridge Wealth Management
Ohio
$451K +$2.84K +9 +0.6%
LWM
3427
LongView Wealth Management
Georgia
$449K -$316 -1 -0.1%
1C
3428
111 Capital
France
$448K +$448K +1,419 New
WCFA
3429
Walkner Condon Financial Advisors
Wisconsin
$448K +$13.9K +44 +3%
IFA
3430
Index Fund Advisors
California
$447K -$1.9K -6 -0.4%
LWM
3431
LJI Wealth Management
Indiana
$446K
DWS
3432
Discipline Wealth Solutions
South Carolina
$446K +$28.1K +89 +7%
PFA
3433
Pathway Financial Advisors
Vermont
$446K
PCA
3434
Prosperity Capital Advisors
Ohio
$445K +$53.8K +170 +14%
IWM
3435
Iams Wealth Management
Nebraska
$444K -$22.4K -71 -5%
WFA
3436
WestHill Financial Advisors
California
$443K -$15.2K -48 -3%
PVAMC
3437
PPS&V Asset Management Consultants
Michigan
$443K -$4.42K -14 -1%
CCMI
3438
Creative Capital Management Investments
California
$442K -$7.9K -25 -2%
MIM
3439
Martin Investment Management
Florida
$442K
WW
3440
Westshore Wealth
California
$442K +$316 +1 +0.1%
CAWM
3441
Capital A Wealth Management
Pennsylvania
$440K +$440K +1,391 New
AWM
3442
Accel Wealth Management
Iowa
$438K +$1.58K +5 +0.4%
WA
3443
Wealthstream Advisors
New York
$437K +$54.7K +173 +14%
ELM
3444
Elite Life Management
Florida
$437K -$948 -3 -0.2%
TVAMP
3445
Tennessee Valley Asset Management Partners
Tennessee
$437K -$39.5K -125 -8%
III
3446
Independent Investors Inc
New York
$436K
GCM
3447
Goldstream Capital Management
Hong Kong
$436K -$808K -2,556 -65%
PCA
3448
Peddock Capital Advisors
Massachusetts
$436K
BMM
3449
Berkshire Money Management
Massachusetts
$435K +$435K +1,377 New
SWM
3450
StoneCrest Wealth Management
Arizona
$435K