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 %
CW
3626
Cook Wealth
North Carolina
$342K
WHCFA
3627
William Howard & Co Financial Advisors
Tennessee
$342K
CIC
3628
Cutler Investment Counsel
Oregon
$341K -$7.59K -24 -2%
CWM
3629
Chemistry Wealth Management
New York
$341K +$41.1K +130 +14%
MWM
3630
Maridea Wealth Management
New York
$340K +$340K +1,074 New
EA
3631
Enclave Advisors
Texas
$339K -$34.5K -109 -9%
SIM
3632
Seaview Investment Managers
Florida
$339K +$42K +133 +14%
BCM
3633
BlueCrest Capital Management
Jersey
$339K +$339K +1,073 New
BF
3634
Baring Financial
Washington
$339K +$339K +1,071 New
SFO
3635
Standard Family Office
South Dakota
$338K
NCM
3636
Neumann Capital Management
California
$338K
WRM
3637
Weybosset Research & Management
Rhode Island
$338K -$35.7K -113 -10%
SWK
3638
Stephen W. Kidder
$337K +$16.1K +51 +5%
SFG
3639
Sterling Financial Group
California
$337K +$13.6K +43 +4%
SIS
3640
Strategic Investment Solutions
Illinois
$335K -$1.1K -4 -0.3%
GFG
3641
Grantvest Financial Group
New Jersey
$335K +$335K +1,059 New
LFGO
3642
Legacy Financial Group (Oklahoma)
Oklahoma
$334K -$2.53K -8 -0.8%
FIBT
3643
First International Bank & Trust
North Dakota
$333K -$30.7K -97 -8%
DFA
3644
Davies Financial Advisors
California
$332K -$6.64K -21 -2%
IWM
3645
Integris Wealth Management
California
$332K +$47.4K +150 +17%
MSCM
3646
McElhenny Sheffield Capital Management
Texas
$331K -$580K -1,834 -64%
WIA
3647
Wetzel Investment Advisors
Indiana
$330K
ASG
3648
Ariston Services Group
California
$329K
CCP
3649
Carmel Capital Partners
California
$329K +$23.4K +74 +8%
KFS
3650
Kelly Financial Services
Massachusetts
$329K -$4.43K -14 -1%