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 %
AC
3651
AWM Capital
Arizona
$329K +$77.1K +244 +31%
IPW
3652
Impact Partnership Wealth
Georgia
$328K +$57.5K +182 +21%
PFM
3653
Potomac Fund Management
Florida
$328K +$328K +1,037 New
UI
3654
Unconventional Investor
New Hampshire
$327K
DWA
3655
Delap Wealth Advisory
Oregon
$327K +$80.9K +256 +33%
LC
3656
Lavaca Capital
Texas
$326K +$43.9K +139 +16%
EWA
3657
Evolution Wealth Advisors
Florida
$326K +$25.3K +80 +8%
FPW
3658
Flywheel Private Wealth
California
$326K +$326K +1,032 New
VC
3659
Vicus Capital
Pennsylvania
$326K +$9.79K +31 +3%
JTWM
3660
Jackson Thornton Wealth Management
Alabama
$325K +$77.4K +245 +31%
GA
3661
GSG Advisors
New Jersey
$325K -$2.21K -7 -0.7%
PIWA
3662
Prevail Innovative Wealth Advisors
Kansas
$324K -$6.32K -20 -2%
BMA
3663
Brooks Moore & Associates
Tennessee
$323K
OHIS
3664
Oak Harvest Investment Services
Texas
$323K -$48.3K -153 -13%
SPI
3665
Sutton Place Investors
New York
$322K +$29.4K +93 +10%
ALA
3666
Atlas Legacy Advisors
California
$321K +$321K +1,016 New
CFIM
3667
Client First Investment Management
Wisconsin
$321K
PWP
3668
Parkwoods Wealth Partners
New York
$321K
VAMG
3669
Voisard Asset Management Group
Michigan
$320K +$1.58K +5 +0.5%
MMCM
3670
Murphy & Mullick Capital Management
New York
$320K +$320K +1,012 New
FAM
3671
Flaharty Asset Management
Florida
$320K +$16.1K +51 +5%
BRA
3672
Bender Robert & Associates
California
$319K +$36.3K +115 +13%
LC
3673
Landaas & Company
Wisconsin
$317K
SBF
3674
Sara-Bay Financial
Florida
$316K -$6.62K -21 -2%
MIM
3675
Merrion Investment Management
New Jersey
$316K