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 %
HS
3476
Horan Securities
United States
$417K +$15.8K +50 +4%
SEA
3477
Stegent Equity Advisors
Texas
$416K +$64.5K +204 +18%
TCM
3478
Tuttle Capital Management
Connecticut
$415K +$106K +336 +34%
SWIA
3479
Solano Wealth Investment Advisors
California
$412K +$412K +1,305 New
FSA
3480
Franklin Street Advisors
North Carolina
$412K -$25.3K -80 -6%
OCM
3481
Orser Capital Management
Texas
$411K
PA
3482
Prism Advisors
California
$411K
NIA
3483
NIA Impact Advisors
California
$411K
BOC
3484
Blue Oak Capital
California
$411K +$411K +1,300 New
CGA
3485
Compound Global Advisors
Washington
$411K +$411K +1,300 New
OAS
3486
Optivise Advisory Services
Tennessee
$410K +$36.1K +114 +10%
PFS
3487
Prospect Financial Services
New York
$410K
GWM
3488
Greenwich Wealth Management
Connecticut
$410K +$10.8K +34 +3%
MA
3489
MBA Advisors
Pennsylvania
$410K +$1.26K +4 +0.3%
BBA
3490
Braun-Bostich & Associates
Pennsylvania
$408K -$11.7K -37 -3%
PWP
3491
Precedent Wealth Partners
Texas
$408K -$44.6K -141 -10%
AIMC
3492
Alley Investment Management Company
Illinois
$408K +$7.27K +23 +2%
CIA
3493
Caerus Investment Advisors
Texas
$406K
WA
3494
WestEnd Advisors
North Carolina
$405K -$33.5K -106 -8%
TPBG
3495
Turning Point Benefit Group
Maryland
$405K +$405K +1,321 New
NWWA
3496
New Wave Wealth Advisors
Arkansas
$405K -$18.3K -58 -4%
BFPW
3497
BOK Financial Private Wealth
Colorado
$405K -$54.3K -172 -12%
WA
3498
Waterford Advisors
New York
$405K -$7.9K -25 -2%
PIMG
3499
Patriot Investment Management Group
Tennessee
$403K -$84.1K -266 -17%
FCCM
3500
First City Capital Management
Georgia
$402K +$316 +1 +0.1%