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 %
SFC
3526
Swisher Financial Concepts
Ohio
$392K -$404K -1,277 -51%
TWM
3527
Triton Wealth Management
Arizona
$391K +$58.7K +192 +18%
KWA
3528
Kellett Wealth Advisors
Ohio
$389K +$11.4K +36 +3%
TFO
3529
Timonier Family Office
North Carolina
$389K +$389K +1,231 New
JGIA
3530
Jackson Grant Investment Advisers
Connecticut
$388K +$316 +1 +0.1%
TPW
3531
Tiller Private Wealth
Pennsylvania
$388K -$4.11K -13 -1%
IMC
3532
Investment Management Corporation
Virginia
$388K +$388K +1,226 New
PJWM
3533
Philip James Wealth Mangement
Georgia
$388K +$43.6K +138 +13%
TC
3534
Taika Capital
Florida
$387K +$387K +1,225 New
TDC
3535
Thompson Davis & Co
Virginia
$386K +$13.9K +44 +4%
C
3536
Covestor
United Kingdom
$386K -$317 -1 -0.1%
KPWG
3537
KFA Private Wealth Group
Virginia
$384K +$4.11K +13 +1%
KAM
3538
KEB Asset Management
Illinois
$384K -$32.2K -102 -8%
MBI
3539
May Barnhard Investments
Maryland
$383K +$316 +1 +0.1%
MWPCG
3540
Measured Wealth Private Client Group
New Hampshire
$383K +$3.79K +12 +1%
AWS
3541
Arkfeld Wealth Strategies
Nebraska
$382K
PAG
3542
Powers Advisory Group
Illinois
$382K +$25.6K +81 +7%
WAOTB
3543
Wealth Advisors of Tampa Bay
Florida
$380K +$6.32K +20 +2%
SLG
3544
Stanley-Laman Group
Pennsylvania
$380K -$948 -3 -0.2%
NLWP
3545
Next Level Wealth Planning
Idaho
$380K +$380K +1,201 New
CMP
3546
Courage Miller Partners
Virginia
$379K
FBFS
3547
First Business Financial Services
Wisconsin
$379K
CWM
3548
C2C Wealth Management
Arizona
$379K
GK
3549
Graney & King
New York
$379K +$379K +1,200 New
ORC
3550
O'Rourke & Company
Massachusetts
$379K -$66K -209 -15%