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 %
PAM
3701
Prodigy Asset Management
Nebraska
$307K +$307K +972 New
AWA
3702
ARQ Wealth Advisors
Arizona
$307K -$58.5K -185 -16%
SIG
3703
Spinnaker Investment Group
California
$306K -$8.22K -26 -3%
MAA
3704
Matrix Asset Advisors
New York
$306K
MPM
3705
Meritage Portfolio Management
Kansas
$306K +$306K +969 New
BA
3706
Bellwether Advisors
Nebraska
$306K +$14.9K +47 +5%
BRWM
3707
Blue Rock Wealth Management
North Carolina
$306K +$306K +967 New
RCI
3708
RS Crum Inc
California
$305K +$1.26K +4 +0.4%
BCM
3709
BluePointe Capital Management
California
$305K +$305K +965 New
LF
3710
LifeSteps Financial
California
$305K
PWA
3711
Phoenix Wealth Advisors
North Carolina
$305K +$10.1K +32 +3%
HWP
3712
Heritage Wealth Partners
Ohio
$304K -$206K -651 -40%
ACA
3713
Aspire Capital Advisors
Washington
$303K +$303K +960 New
SICM
3714
Sustainable Insight Capital Management
New York
$303K -$94.8K -300 -24%
HWMG
3715
Hurlow Wealth Management Group
Indiana
$303K -$10.7K -34 -3%
RA
3716
Rise Advisors
New York
$302K +$2.53K +8 +0.8%
VCWA
3717
Vanguard Capital Wealth Advisors
Colorado
$302K -$948 -3 -0.3%
FH
3718
Financial Harvest
Florida
$302K +$302K +955 New
OCPWS
3719
One Charles Private Wealth Services
Massachusetts
$302K +$23.1K +73 +8%
LC
3720
LCNB Corp
Ohio
$301K
EFG
3721
Ehrlich Financial Group
California
$301K -$6.64K -21 -2%
BDFN
3722
Bond & Devick Financial Network
Minnesota
$300K
OGF
3723
Orin Green Financial
California
$300K -$261K -949 Closed
CP
3724
Capital Planning
Washington
$300K +$52.5K +166 +21%
BO
3725
Bank OZK
Arkansas
$300K -$55.9K -177 -16%