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 %
APW
3576
Aurora Private Wealth
New Jersey
$368K +$12.9K +41 +4%
FAN
3577
Financial Advisors Network
California
$368K +$368K +1,164 New
FWM
3578
Forza Wealth Management
Florida
$368K +$10.4K +33 +3%
FFG
3579
First Financial Group
North Carolina
$367K +$367K +1,160 New
EGWAG
3580
Elwood & Goetz Wealth Advisory Group
Georgia
$366K +$4.74K +15 +1%
BIA
3581
Bell Investment Advisors
California
$365K +$30K +95 +9%
NC
3582
NovaPoint Capital
Georgia
$364K
ODG
3583
O'Dell Group
Ohio
$364K
AAMC
3584
Asset Allocation & Management Company
Illinois
$363K +$363K +1,150 New
MLFP
3585
MPS Loria Financial Planners
Illinois
$362K +$948 +3 +0.3%
HIS
3586
Harvest Investment Services
Illinois
$360K +$360K +1,139 New
EWM
3587
Elevatus Welath Management
New York
$360K +$316 +1 +0.1%
EL
3588
Essex LLC
Illinois
$360K
FWM
3589
Finer Wealth Management
Massachusetts
$359K -$53.1K -168 -13%
WA
3590
WealthTrust Axiom
Pennsylvania
$359K
MC
3591
McCarthy & Cox
Ohio
$359K +$316 +1 +0.1%
PBO
3592
Peoples Bank (Ohio)
Ohio
$359K -$113K -359 -24%
MWM
3593
Momentous Wealth Management
Washington
$359K +$359K +1,135 New
PSF
3594
Pacific Sun Financial
California
$357K
WCAMG
3595
Woodard & Company Asset Management Group
North Carolina
$357K -$81.5K -258 -19%
IF
3596
Integrity Financial
Wyoming
$357K -$142K -449 -28%
EWA
3597
Encompass Wealth Advisors
Oregon
$357K -$789K -2,496 -69%
WCP
3598
Wealthcare Capital Partners
Pennsylvania
$356K +$356K +1,127 New
AWAP
3599
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$356K +$1.58K +5 +0.4%
HPC
3600
Hobart Private Capital
North Carolina
$356K +$112K +355 +46%