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 %
SGWM
3451
Sterling Group Wealth Management
California
$434K
AA
3452
Armis Advisers
Georgia
$434K +$434K +1,373 New
CHA
3453
Cooper/Haims Advisors
New York
$434K -$25.3K -80 -6%
LRWA
3454
Long Run Wealth Advisors
New York
$434K -$41.7K -132 -9%
ODIJL
3455
One Day In July LLC
Vermont
$433K -$160K -507 -27%
SC
3456
Saturna Capital
Washington
$433K +$80.3K +254 +23%
AIP
3457
Almanack Investment Partners
Pennsylvania
$432K +$7.27K +23 +2%
AF
3458
Abound Financial
California
$431K +$431K +1,363 New
RA
3459
Riversedge Advisors
Delaware
$430K +$54.4K +172 +14%
GJIA
3460
Glass Jacobson Investment Advisors
Maryland
$430K +$4.11K +13 +1%
PP
3461
PrairieView Partners
Minnesota
$429K
GFG
3462
Goldstone Financial Group
Illinois
$428K +$41.1K +130 +11%
FP
3463
Financial Perspectives
Minnesota
$428K +$43.6K +138 +11%
EWA
3464
ERTS Wealth Advisors
Michigan
$424K -$15.8K -50 -4%
SIA
3465
Sovereign Investment Advisors
Arizona
$424K +$424K +1,343 New
WWM
3466
Wagner Wealth Management
South Carolina
$424K +$38.2K +121 +10%
WFC
3467
Western Financial Corp
California
$423K +$91K +288 +27%
FC
3468
Financial Council
Maryland
$421K
CL
3469
CIM LLC
New York
$420K +$316 +1 +0.1%
GC
3470
Gibson Capital
Pennsylvania
$419K +$1.58K +5 +0.4%
CA
3471
CSM Advisors
Pennsylvania
$419K +$99.6K +316 +31%
AWM
3472
Aberdeen Wealth Management
Illinois
$419K -$15.5K -49 -4%
BWS
3473
Broadway Wealth Solutions
Texas
$419K +$419K +1,325 New
UWPG
3474
Ullmann Wealth Partners Group
Florida
$418K +$69.8K +221 +20%
SFG
3475
Seamount Financial Group
Colorado
$418K