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 %
AA
3751
Acorns Advisers
California
$290K +$16.1K +51 +6%
ACM
3752
Ardent Capital Management
Ohio
$290K
IAG
3753
Investment Advisory Group
Massachusetts
$289K +$5.69K +18 +2%
FDW
3754
Fourth Dimension Wealth
Ohio
$287K +$287K +909 New
KFS
3755
Keynote Financial Services
Connecticut
$287K -$7.9K -25 -3%
FWM
3756
Foguth Wealth Management
Michigan
$287K +$19.8K +60 +7%
MWM
3757
Melfa Wealth Management
Massachusetts
$286K +$1.58K +5 +0.6%
KSWWM
3758
Keyes Stange & Wooten Wealth Management
Florida
$286K -$12.6K -40 -4%
FFP
3759
Forbes Financial Planning
Rhode Island
$286K
Dodge & Cox
3760
Dodge & Cox
California
$284K
LFASL
3761
Lugano Financial Advisors SA (LFA)
Switzerland
$284K
SC
3762
Schulhoff & Co
Ohio
$284K
GC
3763
Grange Capital
Oregon
$284K +$284K +900 New
DI
3764
DDFG Inc
California
$284K
FCM
3765
FJ Capital Management
Virginia
$283K +$283K +896 New
JLBC
3766
J.L. Bainbridge & Co
Florida
$283K +$8.54K +27 +3%
MSWM
3767
McGlone Suttner Wealth Management
Wisconsin
$282K +$282K +893 New
EA
3768
Eclectic Associates
California
$282K -$17.4K -55 -6%
CFO
3769
Custos Family Office
Texas
$282K +$282K +891 New
LFP
3770
Lakeshore Financial Planning
Michigan
$282K
WP
3771
Wealthspan Partners
Iowa
$281K -$4.11K -13 -1%
SP
3772
SWS Partners
Ohio
$281K +$316 +1 +0.1%
JA
3773
JVL Associates
Michigan
$281K +$281K +888 New
GWMIA
3774
Global Wealth Management Investment Advisory
Florida
$280K +$45.2K +143 +19%
XPN
3775
XY Planning Network
Montana
$280K +$280K +885 New