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 %
GFPC
3551
Global Financial Private Client
Florida
$378K +$7.27K +23 +2%
PFA
3552
Plotkin Financial Advisors
Maryland
$378K -$632 -2 -0.2%
CB
3553
Centennial Bank
Arkansas
$378K
DWP
3554
Destiny Wealth Partners
Florida
$377K +$42.7K +135 +13%
OF
3555
Optimize Financial
California
$377K +$377K +1,193 New
AF
3556
Apollon Financial
South Carolina
$377K +$37K +117 +11%
VIA
3557
Virtus Investment Advisers
Connecticut
$377K -$63.2K -200 -14%
HIG
3558
Heritage Investment Group
Florida
$376K -$8.85K -28 -2%
FDS
3559
Freedom Day Solutions
Texas
$375K +$11.7K +37 +3%
KCFA
3560
Key Client Fiduciary Advisors
New Jersey
$375K -$63.9K -202 -15%
AFM
3561
Armstrong Fleming & Moore
District of Columbia
$374K +$55K +174 +17%
EIP
3562
Ellis Investment Partners
Pennsylvania
$374K +$632 +2 +0.2%
BBWP
3563
Beacon Bridge Wealth Partners
Pennsylvania
$374K
PMG
3564
Private Management Group
California
$374K
SA
3565
Scarborough Advisors
Maryland
$373K +$49.9K +158 +15%
HI
3566
Harrington Investments
California
$373K +$111K +352 +42%
PPH
3567
Pure Portfolios Holdings
Oregon
$373K -$11.1K -35 -3%
SC
3568
Summa Corp
Texas
$373K
SA
3569
Stewardship Advisors
Pennsylvania
$371K +$64.8K +205 +21%
GIM
3570
Guardian Investment Management
California
$371K -$90.4K -2,260 -20%
TCB
3571
Texas Capital Bancshares
Texas
$371K +$1.58K +5 +0.4%
EFG
3572
Embree Financial Group
Illinois
$370K -$41.1K -130 -10%
KA
3573
Kercheville Advisors
Texas
$370K -$63.2K -200 -15%
ACM
3574
Ascent Capital Management
Oregon
$369K +$369K +1,168 New
GA
3575
Greenspring Advisors
Maryland
$369K -$33.2K -105 -8%