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 %
AWM
3726
Aegis Wealth Management
Maryland
$300K +$300K +948 New
AWM
3727
Abound Wealth Management
Tennessee
$299K -$1.27K -4 -0.4%
LWMT
3728
Legacy Wealth Management (Tennessee)
Tennessee
$299K +$5.37K +17 +2%
EM
3729
ELCO Management
New York
$298K
CCM
3730
Carlson Capital Management
Minnesota
$297K +$31.3K +99 +12%
CA
3731
CapWealth Advisors
Tennessee
$297K +$6.01K +19 +2%
WJA
3732
Willis Johnson & Associates
Texas
$297K -$148K -469 -33%
EWP
3733
Elevation Wealth Partners
California
$297K +$9.48K +30 +3%
RRA
3734
Round Rock Advisors
Connecticut
$296K +$56.6K +179 +24%
OC
3735
Optima Capital
Oregon
$296K +$296K +936 New
PWM
3736
Power Wealth Management
Georgia
$296K +$23.7K +75 +9%
HGWM
3737
Horst & Graben Wealth Management
Oregon
$296K -$26.6K -84 -8%
KCP
3738
Kera Capital Partners
California
$295K +$295K +935 New
AF
3739
Affiance Financial
Minnesota
$294K -$7.27K -23 -2%
NA
3740
Nottingham Advisors
New York
$293K
O3W
3741
Omni 360 Wealth
New Jersey
$293K -$7.59K -24 -3%
GVCM
3742
Global View Capital Management
Wisconsin
$292K +$292K +930 New
GSC
3743
Ground Swell Capital
South Carolina
$292K +$292K +923 New
HWM
3744
Hobbs Wealth Management
Indiana
$291K +$291K +921 New
TW
3745
Towerpoint Wealth
California
$290K -$26.5K -84 -8%
HWM
3746
Horizon Wealth Management
Illinois
$290K +$4.42K +14 +2%
SWRP
3747
Summit Wealth & Retirement Planning
California
$290K
PWP
3748
Pursue Wealth Partners
California
$290K
BWM
3749
BKM Wealth Management
Wisconsin
$290K +$290K +918 New
JWWM
3750
Johnson & White Wealth Management
Pennsylvania
$290K