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 %
LSL
3601
Legacy Solutions LLC
Pennsylvania
$356K +$356K +1,125 New
FWM
3602
Fortress Wealth Management
California
$354K +$316 +1 +0.1%
CA
3603
CGN Advisors
Kansas
$353K -$29.1K -92 -8%
VW
3604
Vance Wealth
California
$353K +$20.9K +66 +6%
FWM
3605
Focused Wealth Management
New York
$352K -$5.37K -17 -2%
DWM
3606
Dechtman Wealth Management
Colorado
$352K +$316 +1 +0.1%
GCM
3607
Gallacher Capital Management
Colorado
$352K +$112K +354 +47%
SFCL
3608
Strengthening Families & Communities LLC
Massachusetts
$352K -$5.69K -18 -2%
PFW
3609
Petros Family Wealth
Minnesota
$351K +$351K +1,112 New
JPG
3610
Jordan Park Group
California
$351K +$52.8K +167 +18%
GWA
3611
Geometric Wealth Advisors
District of Columbia
$350K
MSA
3612
McAlister Sweet & Associates
Texas
$350K
GCA
3613
Greenwood Capital Associates
South Carolina
$350K
WAN
3614
Wealth Advisors Northwest
Oregon
$349K +$349K +1,106 New
HIM
3615
Hanlon Investment Management
New Jersey
$349K +$62.3K +197 +22%
WCM
3616
Windward Capital Management
California
$348K
TIM
3617
Tortoise Investment Management
New York
$347K +$10.4K +33 +3%
TCM
3618
Thoma Capital Management
Maryland
$347K +$347K +1,099 New
IA
3619
Inspire Advisors
Idaho
$346K +$75.6K +239 +28%
AIA
3620
AIMZ Investment Advisors
California
$346K
TWA
3621
Tandem Wealth Advisors
Arizona
$345K +$15.8K +50 +5%
PFA
3622
Petra Financial Advisors
Colorado
$345K +$5.06K +16 +1%
PGIM
3623
Pacific Global Investment Management
California
$345K -$3.53M -11,166 -91%
WC
3624
Wynn Capital
Georgia
$343K +$46.2K +146 +16%
MHIC
3625
Marble Harbor Investment Counsel
Massachusetts
$343K